2026 Q1 Portfolio Activity
In 2026 Q1, KPS Global Asset Management UK Ltd maintained a portfolio of 4 distinct positions. They heavily accumulated shares in SERVICENOW INC, increasing the position by 12.0%.
Position History
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Total Positions
4
Quarter
2026 Q1
Top Holding
CVNA (76.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
KPS Global Asset Management UK Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CVNA
CARVANA CO
|
Consumer Cyclical | 76.21% | 77.46% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
1,500,000 | $471,570,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NOW
SERVICENOW INC
|
Technology | 11.83% | 11.71% |
#2
Prev: #2
|
7.5 |
—
|
75,000 | 12.0% |
P
S
|
700,000 | $73,185,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 11.75% | 10.66% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
150,000 | $72,736,500 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CDLX
CARDLYTICS INC
|
Communication Services | 0.21% | 0.17% |
#4
Prev: #4
|
1.6 |
—
|
no change | no change |
P
S
|
1,218,830 | $1,279,772 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-4 of 4 holdings