Working Capital Advisors (UK) Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Working Capital Advisors (UK) Ltd. reported 2 stock positions worth $59.1 million. Its top holding was Stitch Fix Class A (SFIX) at 61.9% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 38.1%). Compared with Q4 2025, it added to 1. The biggest buy was Full Truck Alliance -SPN ADR (YMM, shares +72%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001807878
Portfolio Value
$59.1M (Q1 2026)
SEC Filing
0001807878-26-000002 ↗ filed May 14, 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 Q4 2025 Q1 2026: $59.1M $59.1M Q1 2026 Q2 2026: $57.9M Q2 2026

Holdings 2 stocks · $59.1M
SFIX Stitch Fix Inc. Class A 61.86% 11,046,077 $36.6M No change
YMM Full Truck Alliance -SPN ADR 38.14% 2,715,834 $22.5M Add +71.5%

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
YMM Full Truck Alliance -SPN ADR Add +71.5% 38.14% +15.48

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