KPS Global Asset Management UK Ltd

Est. AUM

$618.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CARVANA CO	CL A	$471.6M	1500000	76.21%	SOLE
2	SERVICENOW INC	COM	$73.2M	700000	11.83%	SOLE
3	SPOTIFY TECHNOLOGY S A	SHS	$72.7M	150000	11.76%	SOLE
4	CARDLYTICS INC	COM	$1.3M	1218830	0.21%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.