Working Capital Advisors (UK)
LONDON, X0files as Working Capital Advisors (UK) Ltd.
$58m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.0% of the portfolio this quarter.
Value
$58m
Stocks
2
Top 10 share
100.0%
Turnover
4.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Full Truck AllianceYMM42.1% of the fund+10%
Cut
Sold some of their stake.
- Stitch FixSFIX57.9% of the fund-26%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Full Truck AllianceYMM
- Share
- 42.1%
- Value
- $24m
- Shares
- 2,993,393
+10%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Stitch FixSFIX | 57.9% | $34m | 8,155,789 | -26% |
| Full Truck AllianceYMM | 42.1% | $24m | 2,993,393 | +10% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 22.7% since 30 June 2025.
Where the money is
Retail & consumer57.9%
Other42.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.