KPS Global Asset Management UK Ltd
KPS Global Asset Management UK Ltd, managed by Aleksandr Mishurov, reported 4 positions worth $620.05M in its 2026 Q2 13F filing: 0 new and 0 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +26.0% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +51.5% | +11.4% |
| 2025 Q3 | +5.0% | +7.6% |
| 2025 Q4 | +3.6% | +3.1% |
| 2026 Q1 | -25.2% | -5.8% |
| 2026 Q2 | +2.2% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| CVNA | CARVANA CO | $493.65M | 79.60% | NO CHANGE |
| NOW | SERVICENOW INC | $76.94M | 12.40% | +10.7% |
| SPOT | SPOTIFY TECHNOLOGY S A | $48.91M | 7.90% | -29% |
| CDLX | CARDLYTICS INC | $547.25K | 0.09% | -57.2% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.