KPS Global Asset Management UK Ltd

hedge fundUpdated 14 days ago

Managed by Kps Global Asset Management Uk Ltd • Latest filing Q3 2026

Portfolio value

$625.2M

Q3 2026

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

-30.0%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

Period	Portfolio value
Q4 2025	$817.3M
Q1 2026	$618.8M
Q2 2026	$620M
Q3 2026	$625.2M

Top holdings

4 positions as of Q3 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	C CVNA History → CARVANA CO	$469.1M	7.50M	75.03%	Unchanged
2	N NOW History → SERVICENOW INC	$103.9M	775.0K	16.61%	Unchanged
3	S SPOT History → SPOTIFY TECHNOLOGY S A	$51.9M	106.5K	8.30%	Unchanged
4	? N/A CARDLYTICS INC	$358K	121.9K	0.06%	Unchanged

1.CVNA History →

CARVANA CO

Unchanged

Value

$469.1M

7.50M

% Port

75.03%

2.NOW History →

SERVICENOW INC

Unchanged

Value

$103.9M

775.0K

% Port

16.61%

3.SPOT History →

SPOTIFY TECHNOLOGY S A

Unchanged

Value

$51.9M

106.5K

% Port

8.30%

4.N/A

CARDLYTICS INC

Unchanged

Value

$358K

121.9K

% Port

0.06%

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