KPS Global Asset Management UK Ltd
CIK 1799162
13F filing for Q2 2026・No. 3,436
- Holdings
- US$620.05M
- Quarter change
- +US$1.27M
- Entries
- 4
- Net bought (estimate)
- −US$13.25M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 1
- Cut 1
- Added 1
- Corporate actions 0
- Unchanged 1
Largest holdings
4 stocks worth US$620.05M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CVNACARVANA COCL A | UnchangedSplit 5:1 | 7,500,000 | US$493.65M | 79.62% |
| NOWSERVICENOW INCCOM | Added | 775,000 | US$76.94M | 12.41% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Cut | 106,520 | US$48.91M | 7.89% |
| CARDLYTICS INCCOM NEW | New | 121,883 | US$547.26K | 0.09% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.