KPS Global Asset Management UK Ltd — Q2 2025 13F-HR

← KPS Global Asset Management UK Ltd

Q2 2025 · 13F-HR

KPS Global Asset Management UK Ltdholdings as filed

Filed 2025-08-12 · accession 0001172661-25-003036

$752.9M

Reported value

Positions

2025-06-30

Period end

View analyzed profile →PRO

The Brief · KPS Global Asset Management UK Ltd · Q2 2025

AI · grounded in 13F

KPS Global Asset Management UK Ltd established a new position in CVNA valued at $505.4M. The fund also initiated new stakes in SPOT for $153.5M and NOW for $92M. A final new position was added in CDLX totaling $2M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$505.4M	67.1%	1,500,000	Common	SOLE
L8681T102	SPOT	SPOTIFY TECHNOLOGY S A	$153.5M	20.4%	200,000	Common	SOLE
81762P102	NOW	SERVICENOW INC	$92.0M	12.2%	89,500	Common	SOLE
14161W105	CDLX	CARDLYTICS INC	$2.0M	0.27%	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.