# KPS Global Asset Management UK Ltd: Form 13F holdings

An institutional investment manager in London. SEC CIK 1799162.

- Quarter ended: 2026-06-30
- Filed: 2026-07-20
- Reported value: $620.0m
- Positions: 4 (4 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1799162/000117266126002687/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $493.6m | 79.6% | 7,500,000 |  | Added +6,000,000 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $76.9m | 12.4% | 775,000 |  | Added +75,000 |
| SPOTIFY TECHNOLOGY S A | SHS | $48.9m | 7.9% | 106,520 |  | Reduced −43,480 |
| [CARDLYTICS INC (CDLX)](/companies/cdlx.md) | COM NEW | $547.3k | <0.1% | 121,883 |  | New +121,883 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| CARDLYTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −1,218,830 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-002687. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.