KPS Global Asset Management UK Ltd — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

KPS Global Asset Management UK Ltdholdings as filed

Filed 2026-05-11 · accession 0001172661-26-001658

$618.8M

Reported value

Positions

2026-03-31

Period end

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The Brief · KPS Global Asset Management UK Ltd · Q1 2026

AI · grounded in 13F

KPS Global Asset Management UK Ltd increased its position in ServiceNow Inc NOW by 12.0%. The fund added one new position to its portfolio. Total assets under management stood at $618,771,272 across four positions.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$471.6M	76.2%	1,500,000	Common	SOLE
81762P102	NOW	SERVICENOW INC	$73.2M	11.8%	700,000	Common	SOLE
L8681T102	SPOT	SPOTIFY TECHNOLOGY S A	$72.7M	11.8%	150,000	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$1.3M	0.21%	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.