KPS Global Asset Management UK Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), KPS Global Asset Management UK Ltd reported 4 stock positions worth $789.0 million. Its top holding was Carvana (CVNA) at 71.7% of the portfolio, followed by Spotify Technology (SPOT, 17.5%) and ServiceNow (NOW, 10.4%). Compared with Q2 2025, it reduced 1. The biggest sale was Spotify Technology (SPOT, shares −1%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001799162
Portfolio Value
$789.0M (Q3 2025)
SEC Filing
0001172661-25-004326 ↗ filed Oct 20, 2025

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 $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 · $789.0M
CVNA Carvana Co. 71.71% 1,500,000 $565.9M No change
SPOT Spotify Technology SA 17.47% 197,500 $137.9M Reduce -1.3%
NOW ServiceNow Inc. 10.44% 89,500 $82.4M No change
CDLX Cardlytics Inc. 0.38% 1,218,830 $3.0M No change

Portfolio Sells Q2 2025 → Q3 2025
SPOT Spotify Technology SA Reduce -1.3% 17.47% −2.91

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

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