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13F holdings · Q3 2026

KPS Global Asset Management UK

London, X0 · files as KPS Global Asset Management UK Ltd
Holdings as of Sep 30, 2026Filed Oct 22, 2026Next filing due Feb 15, 2027CIK 1799162

KPS Global Asset Management UK reported 4 stocks worth $625M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are CVNA (75.0%), NOW (16.6%) and SPOT (8.3%).

Reported value$625M+0.8% vs last quarter
Stocks held40 new · 0 sold out
Top 5 weight100.0%very concentrated
Turnover0%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
CVNA
Carvana Co
$469M75.0%7.5MNo change8 of 8
2
NOW
Servicenow Inc
$104M16.6%775KNo change8 of 8
3
SPOT
Spotify Technology
$51.9M8.3%107KNo change8 of 8
4
CDLX
Cardlytics Inc
$358K0.1%122KNo change2 of 8

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$494MQ4 '24
$497MQ1 '25
$753MQ2 '25
$789MQ3 '25
$817MQ4 '25
$619MQ1 '26
$620MQ2 '26
$625MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 22, 202613F-HRQ3 2026SEC filing ↗

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KPS Global Asset Management UK 13F FAQ

What does KPS Global Asset Management UK own?

KPS Global Asset Management UK reported 4 stocks worth $625M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are CVNA (75.0%), NOW (16.6%) and SPOT (8.3%). The table above lists every position in the filing (the top 10 without an account).

What did KPS Global Asset Management UK buy and sell in Q3 2026?

Compared with Q2 2026: 0 new positions, 0 added to, 0 trimmed and 0 sold out.

When will KPS Global Asset Management UK file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is KPS Global Asset Management UK's portfolio worth?

The Q3 2026 filing reports $625M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.