KPS Global Asset Management UK Ltd — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

KPS Global Asset Management UK Ltdholdings as filed

Filed 2025-05-13 · accession 0001172661-25-001729

$497.1M

Reported value

Positions

2025-03-31

Period end

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The Brief · KPS Global Asset Management UK Ltd · Q1 2025

AI · grounded in 13F

KPS Global Asset Management UK Ltd reported no changes to its 13F holdings for 2025-03-31 relative to 2024-12-31.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$313.6M	63.1%	1,500,000	Common	SOLE
L8681T102	SPOT	SPOTIFY TECHNOLOGY S A	$110.0M	22.1%	200,000	Common	SOLE
81762P102	NOW	SERVICENOW INC	$71.3M	14.3%	89,500	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$2.2M	0.45%	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.