2026 Q2 Portfolio Activity
In 2026 Q2, Working Capital Advisors (UK) Ltd. maintained a portfolio of 2 distinct positions. They heavily accumulated shares in FULL TRUCK ALLIANCE CO LTD, increasing the position by 10.2%. The fund also reduced its exposure to STITCH FIX INC by 26.2%.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
SFIX (57.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Working Capital Advisors (UK) Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SFIX
STITCH FIX INC
|
Consumer Cyclical | 57.87% | 61.86% |
#1
Prev: #1
|
6.0 |
—
|
-2,890,288 | -26.2% |
P
S
|
8,155,789 | $33,520,293 |
$39.05
-89.8%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-06 | ||
|
YMM
FULL TRUCK ALLI...
|
Technology | 42.13% | 38.14% |
#2
Prev: #2
|
7.5 |
—
|
277,559 | 10.2% |
P
S
|
2,993,393 | $24,398,351 |
$9.91
-3.6%
|
2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-06 |
Showing 1-2 of 2 holdings