KPS Global Asset Management UK Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), KPS Global Asset Management UK Ltd reported 4 stock positions worth $618.8 million. Its top holding was Carvana (CVNA) at 76.2% of the portfolio, followed by ServiceNow (NOW, 11.8%) and Spotify Technology (SPOT, 11.8%). Compared with Q4 2025, it added to 1. The biggest buy was ServiceNow (NOW, shares +12%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001799162
Portfolio Value
$618.8M (Q1 2026)
SEC Filing
0001172661-26-001658 ↗ filed May 11, 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 $618.8M Q1 2026 Q2 2026: $620.0M Q2 2026

Holdings 4 stocks · $618.8M
CVNA Carvana Co. 76.21% 1,500,000 $471.6M No change
NOW ServiceNow Inc. 11.83% 700,000 $73.2M Add +12.0%
SPOT Spotify Technology SA 11.76% 150,000 $72.7M No change
CDLX Cardlytics Inc. 0.21% 1,218,830 $1.3M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
NOW ServiceNow Inc. Add +12.0% 11.83% +0.11

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