KPS Global Asset Management UK Ltd
•CIK: 1799162•Filing: Q4 2025
**KPS Global Asset Management UK Ltd** manages $817M across a concentrated portfolio of four key positions. The fund exhibits significant exposure to the healthcare and technology sectors, notably holding CVNA at $633.0M, representing the vast majority of its disclosed assets. Further allocations include NOW at $95.7M and SPOT at $87.1M. This structure suggests a high-conviction, sector-specific investment mandate.
Total AUM
$817.3M
QoQ Performance
+3.6%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CVNA
NOW
SPOT
CVNA77.5%
NOW11.7%
SPOT10.7%
CDLX0.2%
📈 Biggest Buys
NOW
SERVICENOW INC
+598.3%
11.7% of portfolio
📉 Biggest Sells
SPOT
SPOTIFY TECHNOLOGY S A
-24.1%
10.7% of portfolio
Sector Breakdown
Other89.3%
Communication10.7%
Changes from Q3 2025
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023