2026 Q1 Portfolio Activity
In 2026 Q1, 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 71.5%.
Position History
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Total Positions
2
Quarter
2026 Q1
Top Holding
SFIX (61.9%)
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 Q1
| 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 | 61.86% | 77.34% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
11,046,077 | $36,562,515 |
$39.05
-91.2%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
YMM
FULL TRUCK ALLI...
|
Technology | 38.14% | 22.66% |
#2
Prev: #2
|
8.5 |
—
|
1,132,484 | 71.5% |
P
S
|
2,715,834 | $22,541,422 |
$10.19
-10.7%
|
2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-2 of 2 holdings