Working Capital Advisors (UK) Ltd.
Working Capital Advisors (UK) Ltd. reported 2 US-listed holdings worth $57.9 million in its 13F for the quarter ended 30 June 2026, filed 6 August 2026. Its largest: Stitch Fix Inc. (57.9%) and Full Truck Alliance Co. Ltd (42.1%). Against the quarter before, it opened 0 positions, added to 1, trimmed 1 and sold out of 0.
The 2 largest of its 2 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -51.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Full Truck Alliance Co. Ltd YMM+277,559 shares · +10%
Trimmed 1
- Stitch Fix Inc. SFIX-2.9 million shares · -26%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Stitch Fix Inc. SFIX | 8.2M | $33.5 million | 57.87% | -2.9M |
| Full Truck Alliance Co. Ltd YMM | 3.0M | $24.4 million | 42.13% | +277.6K |