KGAMU
KPS Global Asset Management (UK) Portfolio holdings
AUM
$753M
1-Year Est. Return
135.86%
1 Year Est. Return
+135.86%
AUM
$753M
AUM Growth
+$256M
(+51%)
Holding
4
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 67.13% |
| 2 | Communication Services | 20.65% |
| 3 | Technology | 12.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Carvana
CVNA
$46.1B
| $505M | 67.13% |
1,500,000
|
|
||
2
Spotify
SPOT
$138B
| $153M | 20.38% |
200,000
|
|
||
3
ServiceNow
NOW
$188B
| $92M | 12.22% |
89,500
|
|
||
4
Cardlytics
CDLX
$100M
| $2M | 0.27% |
1,218,830
|
|