KPS Global Asset Management UK Ltd
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), KPS Global Asset Management UK Ltd reported 4 stock positions worth $817.3 million. Its top holding was Carvana (CVNA) at 77.5% of the portfolio, followed by ServiceNow (NOW, 11.7%) and Spotify Technology (SPOT, 10.7%). Compared with Q3 2025, it added to 1 and reduced 1. The biggest buy was ServiceNow (NOW, shares +40%) and the biggest sale Spotify Technology (SPOT, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001799162
- Portfolio Value
- $817.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000708 ↗ filed Feb 13, 2026
Holdings Value
Holdings 4 stocks · $817.3M
Portfolio Sells Q3 2025 → Q4 2025
| SPOT Spotify Technology SA | Reduce -24.1% | 10.66% | −6.81 |
Portfolio Buys Q3 2025 → Q4 2025
| NOW ServiceNow Inc. | Add +39.7% | 11.71% | +1.28 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $620.0M | CVNA, NOW, SPOT, CDLX |
| Q1 2026 | 4 | $618.8M | CVNA, NOW, SPOT, CDLX |
| Q4 2025 | 4 | $817.3M | CVNA, NOW, SPOT, CDLX |
| Q3 2025 | 4 | $789.0M | CVNA, SPOT, NOW, CDLX |
| Q2 2025 | 4 | $752.9M | CVNA, SPOT, NOW, CDLX |
| Q1 2025 | 4 | $497.1M | CVNA, SPOT, NOW, CDLX |
| Q4 2024 | 4 | $493.9M | CVNA, NOW, SPOT, CDLX |
| Q3 2024 | 4 | $418.8M | CVNA, NOW, SPOT, CDLX |
| Q2 2024 | 4 | $336.3M | CVNA, NOW, SPOT, CDLX |
| Q1 2024 | 4 | $269.3M | CVNA, NOW, SPOT, CDLX |