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Working Capital Advisors (UK) Ltd. 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Working Capital Advisors (UK) Ltd. disclosed 3 US equity positions worth $83.6m in its Q3 2025 13F filing. The largest position was SFIX at 57.4% of the reported book, followed by TME and YMM. Against the Q2 2025 filing, it opened 1 new position, added to 1 and reduced 1 among the top 3 holdings.

← Q2 2025 · Q4 2025 →

What did Working Capital Advisors (UK) Ltd. own in Q3 2025? Top 3 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 SFIX STITCH FIX INC Consumer Cyclical 57.4%$48.1m11,046,077 16% added
2 TME TENCENT MUSIC ENTMT GROUP Communication Services 31.6%$26.4m1,133,066 -20% reduced
3 YMM FULL TRUCK ALLIANCE CO LTD Technology 10.9%$9.2m705,497 – new

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.