13F HOLDINGS REPORT
KPS Global Asset Management UK Ltd
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001172661-25-004326
Total Value
$789.0M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,500,000 | $565.9M | 71.71% |
| 2 | SPOTIFY TECHNOLOGY S A | SPOT | 197,500 | $137.9M | 17.47% |
| 3 | SERVICENOW INC | NOW | 89,500 | $82.4M | 10.44% |
| 4 | CARDLYTICS INC | CDLX | 1,218,830 | $3.0M | 0.38% |