KPS Global Asset Management UK Ltd

CIK: 0001799162SEC EDGAR →

Portfolio Value

$817K

Holdings

4

As of

Q4 2025

New Positions

4

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
CVNA

CARVANA CO

1,500,000$633K
77.46%
2
NOW

SERVICENOW INC

625,000$96K
11.71%
3
SPOT

SPOTIFY TECHNOLOGY S A

150,000$87K
10.66%
4
CDLX

CARDLYTICS INC

1,218,830$1K
0.17%

Quarterly Changes

Top Buys

CVNANEW
$633K
NOWNEW
$96K
SPOTNEW
$87K
CDLXNEW
$1K

Top Sells

No sells this quarter

New Positions (4)

CVNA
$633K · 1.5M shares
NOW
$96K · 625K shares
SPOT
$87K · 150K shares
CDLX
$1K · 1.2M shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical1$633K77.5%
Technology1$96K11.7%
Communication Services2$89K10.8%