Working Capital Advisors (UK) Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Working Capital Advisors (UK) Ltd. reported 2 stock positions worth $75.0 million. Its top holding was Stitch Fix Class A (SFIX) at 77.3% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 22.7%). Compared with Q3 2025, it sold out of 1 and added to 1. The biggest buy was Full Truck Alliance -SPN ADR (YMM, shares +124%) and the biggest sale an exit from Tencent Music Entertainm-ADR (TME).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001807878
Portfolio Value
$75.0M (Q4 2025)
SEC Filing
0001807878-26-000001 ↗ filed Feb 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $122.8M Q1 2024 Q2 2024: $170.1M Q2 2024 Q3 2024: $152.4M Q3 2024 Q4 2024: $174.9M Q4 2024 Q1 2025: $100.6M Q1 2025 Q2 2025: $74.9M Q2 2025 Q3 2025: $83.6M Q3 2025 Q4 2025: $75.0M $75.0M Q4 2025 Q1 2026: $59.1M Q1 2026 Q2 2026: $57.9M Q2 2026

Holdings 2 stocks · $75.0M
SFIX Stitch Fix Inc. Class A 77.34% 11,046,077 $58.0M No change
YMM Full Truck Alliance -SPN ADR 22.66% 1,583,350 $17.0M Add +124.4%

Portfolio Sells Q3 2025 → Q4 2025
TME Tencent Music Entertainm-ADR Sold out 0.00% −31.62

Portfolio Buys Q3 2025 → Q4 2025
YMM Full Truck Alliance -SPN ADR Add +124.4% 22.66% +11.72

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$57.9MSFIX, YMM
Q1 2026 2$59.1MSFIX, YMM
Q4 2025 2$75.0MSFIX, YMM
Q3 2025 3$83.6MSFIX, TME, YMM
Q2 2025 3$74.9MSFIX, TME, FNKO
Q1 2025 3$100.6MSFIX, FNKO, LPRO
Q4 2024 3$174.9MFNKO, LPRO, SFIX
Q3 2024 3$152.4MFNKO, LPRO, SFIX
Q2 2024 3$170.1MFNKO, LPRO, SFIX
Q1 2024 3$122.8MLPRO, FNKO, SFIX