KPS Global Asset Management UK

KPS Global Asset Management UK as of March 31, 2020

Portfolio Holdings for KPS Global Asset Management UK

KPS Global Asset Management UK holds 10 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carvana Co cl a (CVNA) 30.1 $77M 1.4M 55.09
Spotify Technology Sa (SPOT) 16.6 $43M 350k 121.44
Cardlytics (CDLX) 10.2 $26M 750k 34.96
Microsoft Corporation (MSFT) 9.5 $24M 155k 157.71
Visa (V) 9.4 $24M 149k 161.12
salesforce (CRM) 8.2 $21M 145k 143.98
Melco Crown Entertainment (MLCO) 6.8 $17M 1.4M 12.40
Grubhub 3.5 $9.1M 222k 40.73
Booking Holdings (BKNG) 2.9 $7.4M 5.5k 1345.27
Alphabet Inc Class C cs (GOOG) 2.7 $7.0M 6.0k 1162.83