Holders — by stockHoldings — by fund
Fund 1 Investments, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1959730
$603.1M
disclosed book value
45
positions
17.5%
largest position share
Positions, as of 2026-06-30
top 47 of 45 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CTRNCITI TRENDS INC | 1.8M | $105.5M | 17.5% |
| 2 | JMIAJUMIA TECHNOLOGIES AG | 9.3M | $65.3M | 10.8% |
| 3 | TLYSTILLYS INC | 8.1M | $33.8M | 5.6% |
| 4 | FNKOFUNKO INC | 5.3M | $31.1M | 5.2% |
| 5 | GOGROCERY OUTLET HLDG CORP | 2.7M | $27.3M | 4.5% |
| 6 | APPAPPLOVIN CORPCALL | 500,000 | $25.8M | 4.3% |
| 7 | PUMPPROPETRO HLDG CORP | 1.8M | $25.7M | 4.3% |
| 8 | APPAPPLOVIN CORP | 41,250 | $21.3M | 3.5% |
| 9 | JILLJ JILL INC | 1.3M | $21.1M | 3.5% |
| 10 | GCOGENESCO INC | 609,963 | $20.6M | 3.4% |
| 11 | CURVTORRID HLDGS INC | 9.8M | $18.4M | 3.1% |
| 12 | CELHCELSIUS HLDGS INC | 606,508 | $17.8M | 2.9% |
| 13 | RDDTREDDIT INC | 83,650 | $14.5M | 2.4% |
| 14 | TTMITTM TECHNOLOIES INC | 72,933 | $13.6M | 2.3% |
| 15 | FIVEFIVE BELOW INC | 72,621 | $13.1M | 2.2% |
| 16 | AAPADVANCE AUTO PARTS INCC | 208,924 | $13.0M | 2.2% |
| 17 | XPOFXPONENTIAL FITNESS INC | 1.8M | $12.5M | 2.1% |
| 18 | FLWS1 800 FLOWERS COM INC | 3.6M | $12.4M | 2.1% |
| 19 | NVDANVIDIA CORPORATION | 60,000 | $12.0M | 2% |
| 20 | AMZNAMAZON COM INC | 50,000 | $11.9M | 2% |
| 21 | SIRISIRIUSXM HOLDINGS INC | 349,173 | $10.3M | 1.7% |
| 22 | GOGROCERY OUTLET HLDG CORPCALL | 8.5M | $8.5M | 1.4% |
| 23 | SESEA LTD | 75,000 | $7.2M | 1.2% |
| 24 | WWWW INTL INC | 422,467 | $6.8M | 1.1% |
| 25 | VSTVISTRA CORP | 41,200 | $6.5M | 1.1% |
| 26 | EYENATIONAL VISION HLDGS INC | 255,796 | $4.9M | 0.8% |
| 27 | AMCAMC ENTMT HLDGS INC | 2.2M | $4.2M | 0.7% |
| 28 | DXLGDESTINATION XL GROUP INC | 5.8M | $3.9M | 0.6% |
| 29 | BLBLACKLINE INC | 125,000 | $3.5M | 0.6% |
| 30 | LEVILEVI STRAUSS & CO NEW | 133,627 | $3.3M | 0.6% |
| 31 | CVNACARVANA CO | 47,500 | $3.1M | 0.5% |
| 32 | COMPCOMPASS INC | 230,100 | $2.8M | 0.5% |
| 33 | BXDCBLACKSTONE DIGITAL INFRASTRU | 126,250 | $2.7M | 0.5% |
| 34 | EGOELDORADO GOLD CORP NEW | 82,900 | $2.6M | 0.4% |
| 35 | FOSLFOSSIL GROUP INC | 536,982 | $2.2M | 0.4% |
| 36 | BBWIBATH & BODY WORKS INC | 74,404 | $1.7M | 0.3% |
| 37 | REALTHE REALREAL INC | 142,618 | $1.7M | 0.3% |
| 38 | CPNGCOUPANG INC | 95,777 | $1.7M | 0.3% |
| 39 | ASOACADEMY SPORTS & OUTDOORS IN | 30,000 | $1.4M | 0.2% |
| 40 | UAUNDER ARMOUR INC | 201,612 | $1.3M | 0.2% |
| 41 | BIDUBAIDU INC | 10,000 | $1.1M | 0.2% |
| 42 | JAMES HARDIE INDS PLC | 40,000 | $1.0M | 0.2% |
| 43 | BRUNBOOST RUN INC | 25,898 | $1.0M | 0.2% |
| 44 | HCAHCA HEALTHCARE INC | 2,500 | $974,725 | 0.2% |
| 45 | SHAKSHAKE SHACK INC | 15,000 | $840,300 | 0.1% |
| 46 | RKTROCKET COS INC | 53,236 | $838,467 | 0.1% |
| 47 | VRAVERA BRADLEY INC | 102,899 | $400,277 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.