KPS Global Asset Management UK Ltd — Q4 2025 13F-HR

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Q4 2025 · 13F-HR

KPS Global Asset Management UK Ltdholdings as filed

Filed 2026-02-13 · accession 0001172661-26-000708

$817.3M

Reported value

Positions

2025-12-31

Period end

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The Brief · KPS Global Asset Management UK Ltd · Q4 2025

AI · grounded in 13F

KPS Global Asset Management UK Ltd increased its position in NOW by 598.324%. The fund also trimmed its holding in SPOT by 24.0506%. Total assets under management stood at $817,281,905 across four positions.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$633.0M	77.5%	1,500,000	Common	SOLE
81762P102	NOW	SERVICENOW INC	$95.7M	11.7%	625,000	Common	SOLE
L8681T102	SPOT	SPOTIFY TECHNOLOGY S A	$87.1M	10.7%	150,000	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$1.4M	0.17%	1,218,830	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.