KPS Global Asset Management UK Ltd
Net seller this quarter
$620M
4
-$12.5M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $494M | 79.62% | Not reported | Not reported | Q4 2019 |
 NOW | $76.9M | 12.41% | 0.08% | +10.7% | Q4 2019 |
 SPOT | $48.9M | 7.89% | 0.05% | -29.0% | Q4 2019 |
 CDLX | $547K | 0.09% | 2.24% | Not reported | Q1 2020 |
| Q1 2026 | |||||
| CVNA | $472M | 76.21% | Not reported | Not reported | Q4 2019 |
| NOW | $73.2M | 11.83% | 0.07% | +12.0% | Q4 2019 |
| SPOT | $72.7M | 11.75% | 0.07% | Not reported | Q4 2019 |
| CDLX | $1.28M | 0.21% | 2.24% | Not reported | Q1 2020 |
| Q4 2025 | |||||
| CVNA | $633M | 77.46% | Not reported | Not reported | Q4 2019 |
| NOW | $95.7M | 11.71% | 0.06% | +39.7% | Q4 2019 |
| SPOT | $87.1M | 10.66% | 0.07% | -24.1% | Q4 2019 |
| CDLX | $1.4M | 0.17% | 22.36% | Not reported | Q1 2020 |
| Q3 2025 | |||||
| CVNA | $566M | 71.71% | Not reported | Not reported | Q4 2019 |
| SPOT | $138M | 17.47% | 0.10% | -1.3% | Q4 2019 |
| NOW | $82.4M | 10.44% | 0.04% | Not reported | Q4 2019 |
| CDLX | $2.96M | 0.38% | 2.38% | Not reported | Q1 2020 |