KPS Global Asset Management UK Ltd — Q2 2026 13F-HR

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Q2 2026 · 13F-HR

KPS Global Asset Management UK Ltdholdings as filed

Filed 2026-07-20 · accession 0001172661-26-002687

$620.0M

Reported value

Positions

2026-06-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
146869102	CVNA	CARVANA CO	$493.6M	79.6%	7,500,000	Common	SOLE
81762P102	NOW	SERVICENOW INC	$76.9M	12.4%	775,000	Common	SOLE
L8681T102	SPOT	SPOTIFY TECHNOLOGY S A	$48.9M	7.89%	106,520	Common	SOLE
14161W303	CDLX	CARDLYTICS INC	$547,255	0.09%	121,883	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.