KPS Global Asset Management UK Ltd

CIK: 0001799162SEC EDGAR →

Portfolio Value

$817.3M

Holdings

4

As of

Q4 2025

New Positions

4

Closed Positions

0

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	CVNA CARVANA CO	1,500,000	$633.0M	77.46%
2	NOW SERVICENOW INC	625,000	$95.7M	11.71%
3	SPOT SPOTIFY TECHNOLOGY S A	150,000	$87.1M	10.66%
4	CDLX CARDLYTICS INC	1,218,830	$1.4M	0.17%

Quarterly Changes

Top Buys

$633.0M

NOWNEW

$95.7M

$87.1M

$1.4M

Top Sells

No sells this quarter

New Positions (4)

$633.0M · 1.5M shares

$95.7M · 625K shares

$87.1M · 150K shares

$1.4M · 1.2M shares

Sector Breakdown

Sector	# Holdings	Value	%
Consumer Cyclical	1	$633.0M	77.5%
Technology	1	$95.7M	11.7%
Communication Services	2	$88.5M	10.8%