KPS Global Asset Management UK Ltd 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
KG
KPS Global Asset Management UK Ltd
Institutional Filer 24.29%$618.8M4

Current Portfolio Holdings

Showing all 4 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1CVNACarvana Co.Consumer Cyclical1.5M$471.6M76.21%
2NOWServiceNow, Inc.Technology700K$73.2M11.83%
3SPOTSpotify Technology S.A.Communication Services150K$72.7M11.75%
4CDLXCardlytics, Inc.Communication Services1.2M$1.3M0.21%
Showing 1 to 4 of 4 holdings