KPS Global Asset Management UK Ltd — 13F Holdings & Portfolio
CIK 1799162 · latest 13F-HR filed 2026-05-11
KPS Global Asset Management UK Ltd manages $618.8M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CVNA (76.21%), NOW (11.83%), SPOT (11.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$618.8M
Long-equity book
4
Distinct positions
2026-03-31
Filed 2026-05-11
+0 / −0 / ↑0 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- CARVANA CO-$161.5M -25.5%
- SERVICENOW INC-$22.6M -23.6%
- SPOTIFY TECHNOLOGY S A-$14.4M -16.5%
- CARDLYTICS INC-$121.9K -8.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $618.8M | 4 | 0001172661-26-001658 |
| 2025-12-31 | 2026-02-13 | $817.3M | 4 | 0001172661-26-000708 |
| 2025-09-30 | 2025-10-20 | $789.0M | 4 | 0001172661-25-004326 |