KPS Global Asset Management UK Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), KPS Global Asset Management UK Ltd reported 4 stock positions worth $620.0 million. Its top holding was Carvana (CVNA) at 79.6% of the portfolio, followed by ServiceNow (NOW, 12.4%) and Spotify Technology (SPOT, 7.9%). Compared with Q1 2026, it added to 1 and reduced 1. The biggest buy was ServiceNow (NOW, shares +11%) and the biggest sale Spotify Technology (SPOT, shares −29%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001799162
Portfolio Value
$620.0M (Q2 2026)
SEC Filing
0001172661-26-002687 ↗ filed Jul 20, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $269.3M Q1 2024 Q2 2024: $336.3M Q2 2024 Q3 2024: $418.8M Q3 2024 Q4 2024: $493.9M Q4 2024 Q1 2025: $497.1M Q1 2025 Q2 2025: $752.9M Q2 2025 Q3 2025: $789.0M Q3 2025 Q4 2025: $817.3M Q4 2025 Q1 2026: $618.8M Q1 2026 Q2 2026: $620.0M $620.0M Q2 2026

Holdings 4 stocks · $620.0M
CVNA Carvana Co. 79.62% 7,500,000 $493.6M No change
NOW ServiceNow Inc. 12.41% 775,000 $76.9M Add +10.7%
SPOT Spotify Technology SA 7.89% 106,520 $48.9M Reduce -29.0%
CDLX Cardlytics Inc. 0.09% 121,883 $547K No change

Portfolio Sells Q1 2026 → Q2 2026
SPOT Spotify Technology SA Reduce -29.0% 7.89% −3.87

Portfolio Buys Q1 2026 → Q2 2026
NOW ServiceNow Inc. Add +10.7% 12.41% +0.58

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$620.0MCVNA, NOW, SPOT, CDLX
Q1 2026 4$618.8MCVNA, NOW, SPOT, CDLX
Q4 2025 4$817.3MCVNA, NOW, SPOT, CDLX
Q3 2025 4$789.0MCVNA, SPOT, NOW, CDLX
Q2 2025 4$752.9MCVNA, SPOT, NOW, CDLX
Q1 2025 4$497.1MCVNA, SPOT, NOW, CDLX
Q4 2024 4$493.9MCVNA, NOW, SPOT, CDLX
Q3 2024 4$418.8MCVNA, NOW, SPOT, CDLX
Q2 2024 4$336.3MCVNA, NOW, SPOT, CDLX
Q1 2024 4$269.3MCVNA, NOW, SPOT, CDLX