13F HOLDINGS REPORT
KPS Global Asset Management UK Ltd
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001172661-25-003036
Total Value
$752.9M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,500,000 | $505.4M | 67.13% |
| 2 | SPOTIFY TECHNOLOGY S A | SPOT | 200,000 | $153.5M | 20.38% |
| 3 | SERVICENOW INC | NOW | 89,500 | $92.0M | 12.22% |
| 4 | CARDLYTICS INC | CDLX | 1,218,830 | $2.0M | 0.27% |