Data as of Q4 2025 (Dec 31, 2025)

Working Capital Advisors (UK) Ltd.

โ€ขCIK: 1807878โ€ขFiling: Q4 2025

**Working Capital Advisors (UK) Ltd.** manages $75M across a concentrated portfolio of two key positions. The fund exhibits significant conviction in its top holdings, notably maintaining a substantial allocation to SFIX at $58.0M. This core exposure is supplemented by a $17.0M position in YMM, suggesting a focused, high-conviction strategy within its investment mandate.

Total AUM
$75.0M
QoQ Performance
-10.4%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

SFIX
YMM
SFIX77.3%
YMM22.7%

๐Ÿ“ˆ Biggest Buys

YMM
FULL TRUCK ALLIANCE CO LTD
+124.4%
22.7% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

TME
TENCENT MUSIC ENTMT GROUP
SOLD
$26.4M

Changes from Q3 2025

โ†‘1 increased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023