13F HOLDINGS REPORT
KPS Global Asset Management UK Ltd
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001172661-26-000708
Total Value
$817.3M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 1,500,000 | $633.0M | 77.46% |
| 2 | SERVICENOW INC | NOW | 625,000 | $95.7M | 11.71% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 150,000 | $87.1M | 10.66% |
| 4 | CARDLYTICS INC | CDLX | 1,218,830 | $1.4M | 0.17% |