KPS Global Asset Management UK Ltd — 13F Holdings & Portfolio
CIK 1799162 · latest 13F-HR filed 2026-07-20
KPS Global Asset Management UK Ltd manages $620.0M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CVNA (79.62%), NOW (12.41%), SPOT (7.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 1, and trimmed 1.
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.
11-12 DOVER STREET
LONDON, X0 W1S 4LJ
$620.0M
Long-equity book
4
Distinct positions
2026-06-30
Filed 2026-07-20
+1 / −1 / ↑1 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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 |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $620.0M | 4 | 0001172661-26-002687 |
| 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 |