KPS Global Asset Management UK Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), KPS Global Asset Management UK Ltd reported 4 stock positions worth $336.3 million. Its top holding was Carvana (CVNA) at 57.4% of the portfolio, followed by ServiceNow (NOW, 20.9%) and Spotify Technology (SPOT, 18.7%). Compared with Q1 2024, it added to 2 and reduced 1. The biggest buy was Carvana (CVNA, shares +7%) and the biggest sale Spotify Technology (SPOT, shares −17%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001799162
Portfolio Value
$336.3M (Q2 2024)
SEC Filing
0001172661-24-003272 ↗ filed Aug 13, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $269.3M Q1 2024 Q2 2024: $336.3M $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 Q2 2026

Holdings 4 stocks · $336.3M
CVNA Carvana Co. 57.42% 1,500,000 $193.1M Add +6.8%
NOW ServiceNow Inc. 20.94% 89,500 $70.4M Add +5.3%
SPOT Spotify Technology SA 18.66% 200,000 $62.8M Reduce -16.7%
CDLX Cardlytics Inc. 2.98% 1,218,830 $10.0M No change

Portfolio Sells Q1 2024 → Q2 2024
SPOT Spotify Technology SA Reduce -16.7% 18.66% −4.86

Portfolio Buys Q1 2024 → Q2 2024
CVNA Carvana Co. Add +6.8% 57.42% +11.57
NOW ServiceNow Inc. Add +5.3% 20.94% −3.13

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