KPS Global Asset Management UK Ltd Long-Term Concentrated

Name: KPS Global Asset Management UK Ltd Q1 2026 13F Filing | 13F Explorer
Creator: KPS Global Asset Management UK Ltd
Published: 2026-05-11

Location: London, United Kingdom

CIK: 0001799162 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 11, 2026

Total Value: $619M (100.0% shares, 0.0% debt)

Holdings (4)

CVNA CARVANA CO 76.2%

Value $472M Shares 1,500,000 Est. Cost $64.40 Unrealized +534.3%

NOW SERVICENOW INC 11.8%

Value $73.19M Shares 700,000 Est. Cost $157.82 Unrealized -23.2%

SPOT SPOTIFY TECHNOLOGY S A 11.8%

Value $72.74M Shares 150,000 Est. Cost $191.29 Unrealized +160.0%

CDLX CARDLYTICS INC 0.2%

Value $1.28M Shares 1,218,830 Est. Cost $74.65 Unrealized -98.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	1,500,000	$472M	76.2%	$64.40	+534.3%	CL A	146869102
NOW	SERVICENOW INC	700,000	$73.19M	11.8%	$157.82	-23.2%	COM	81762P102
SPOT	SPOTIFY TECHNOLOGY S A	150,000	$72.74M	11.8%	$191.29	+160.0%	SHS	L8681T102
CDLX	CARDLYTICS INC	1,218,830	$1.28M	0.2%	$74.65	-98.6%	COM	14161W105