KPS Global Asset Management UK Ltd
KPS Global Asset Management UK Ltd reported 4 US-listed holdings worth $625.2 million in its 13F for the quarter ended 30 September 2026, filed 22 October 2026. Its largest: Carvana Co. (75.0%), ServiceNow, Inc. (16.6%) and Spotify Technology S.A. (8.3%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +50.9% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Carvana Co. CVNA | 7.5M | $469.1 million | 75.03% | no change |
| ServiceNow, Inc. NOW | 775.0K | $103.9 million | 16.61% | no change |
| Spotify Technology S.A. SPOT | 106.5K | $51.9 million | 8.30% | no change |
| Cardlytics Inc. CDLX | 121.9K | $358,336 | 0.06% | no change |