Fund 1 Investments, LLC

13F filer · CIK 0001959730

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$603MU.S. long equity reported on 13F

Positions4524 new · 41 closed

Net flow last quarter-$348MBuys minus sells

Top 10 positions weight61.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202645 positions
CTRNCiti Trends Inc	$105M	17.49%	21.89%	-29.1%	Q1 2023
JMIAJumia Technologies AG	$65.3M	10.83%	3.74%	-24.9%	Q2 2025
TLYSTilly'S, Inc.	$33.8M	5.61%	67.28%	Not reported	Q4 2022
FNKOFunko, Inc.	$31.1M	5.15%	5284552.00%	-1.5%	Q3 2023
GOGrocery Outlet Holding Corp.	$27.3M	4.52%	2.76%	Not reported	Q2 2024
PUMPProPetro Holding Corp.	$25.7M	4.27%	1.46%	+2653.6%	Q1 2026
APPAppLovin Corp	$21.3M	3.52%	0.01%	-17.4%	Q1 2026
JILLJ.Jill, Inc.	$21.1M	3.50%	8.89%	+96.8%	Q4 2022
GCOGenesco Inc	$20.6M	3.42%	5.49%	+43.4%	Q3 2024
CURVTorrid Holdings Inc.	$18.4M	3.05%	9.89%	+1.2%	Q1 2023
CELHCelsius Holdings, Inc.	$17.8M	2.94%	0.24%	-61.4%	Q2 2025
RDDTReddit, Inc.	$14.5M	2.41%	Not reported	-74.5%	Q2 2025
TTMITTM Technologies Inc	$13.6M	2.26%	0.07%	New	Q2 2026
FIVEFive Below, Inc	$13.1M	2.17%	0.13%	Not reported	Q2 2024
AAPAdvance Auto Parts Inc	$13M	2.16%	0.35%	New	Q2 2026
XPOFXponential Fitness, Inc.	$12.5M	2.07%	Not reported	Not reported	Q3 2023
FLWS1 800 Flowers Com Inc	$12.4M	2.05%	Not reported	-33.7%	Q1 2023
NVDANvidia Corp	$12M	1.99%	0.00%	+160.9%	Q4 2024
AMZNAmazon Com Inc	$11.9M	1.98%	0.00%	-66.0%	Q4 2022
SIRISirius XM Holdings Inc.	$10.3M	1.71%	0.10%	New	Q2 2026
SESea Ltd	$7.19M	1.19%	0.04%	-57.4%	Q4 2025
WWWW International, Inc.	$6.75M	1.12%	4.23%	-45.8%	Q4 2022
VSTVistra Corp.	$6.54M	1.08%	0.01%	New	Q2 2026
EYENational Vision Holdings, Inc.	$4.86M	0.81%	0.32%	Not reported	Q2 2024
AMCAmc Entertainment Holdings, Inc.	$4.19M	0.70%	0.36%	New	Q2 2026
DXLGDestination XL Group, Inc.	$3.86M	0.64%	10.42%	Not reported	Q4 2022
BLBlackline, Inc.	$3.51M	0.58%	0.21%	New	Q2 2026
LEVILevi Strauss & Co	$3.32M	0.55%	0.04%	Not reported	Q4 2024
CVNACarvana Co.	$3.13M	0.52%	Not reported	Not reported	Q4 2022
COMPCompass, Inc.	$2.84M	0.47%	0.03%	New	Q2 2026
BXDCBlackstone Digital Infrastructure Trust Inc.	$2.73M	0.45%	0.13%	New	Q2 2026
EGOEldorado Gold Corp	$2.58M	0.43%	0.04%	New	Q2 2026
FOSLFossil Group, Inc.	$2.22M	0.37%	0.91%	Not reported	Q4 2022
BBWIBath & Body Works, Inc.	$1.72M	0.29%	0.04%	-94.1%	Q2 2024
REALTheRealReal, Inc.	$1.68M	0.28%	0.12%	Not reported	Q2 2023
CPNGCoupang, Inc.	$1.66M	0.28%	Not reported	-94.3%	Q4 2025
ASOAcademy Sports & Outdoors, Inc.	$1.41M	0.23%	0.05%	Not reported	Q2 2023
UAUnder Armour, Inc.	$1.25M	0.21%	Not reported	Not reported	Q3 2024
BIDUBaidu, Inc.	$1.14M	0.19%	Not reported	Not reported	Q3 2025
JHXJames Hardie Industries plc	$1.05M	0.17%	0.01%	New	Q2 2026
BRUNBoost Run Inc.	$1.01M	0.17%	2589800.00%	New	Q2 2026
HCAHCA Healthcare, Inc.	$975K	0.16%	0.00%	New	Q2 2026
SHAKShake Shack Inc.	$840K	0.14%	Not reported	Not reported	Q1 2025
RKTRocket Companies, Inc.	$838K	0.14%	Not reported	Not reported	Q2 2025
VRAVera Bradley, Inc.	$400K	0.07%	0.36%	-87.1%	Q4 2022
Q1 2026Reported May 15, 202662 positions
CTRNCiti Trends Inc	$111M	12.78%	30.84%	Not reported	Q1 2023
JMIAJumia Technologies AG	$85M	9.75%	4.98%	+40.8%	Q2 2025
CELHCelsius Holdings, Inc.	$55.8M	6.40%	0.61%	+33.5%	Q2 2025
VFCV F Corp	$48.5M	5.56%	0.73%	+393.0%	Q2 2023
RDDTReddit, Inc.	$44.1M	5.06%	Not reported	+147.7%	Q2 2025
TLYSTilly'S, Inc.	$32.6M	3.74%	67.28%	Not reported	Q4 2022
CPNGCoupang, Inc.	$31.5M	3.62%	Not reported	+2936.9%	Q4 2025
AMZNAmazon Com Inc	$30.6M	3.51%	0.00%	+68.8%	Q4 2022
NVRIEnviri Corp	$29.5M	3.38%	Not reported	-65.0%	Q1 2025
BBWIBath & Body Works, Inc.	$23.7M	2.72%	0.63%	+277.6%	Q2 2024
APPAppLovin Corp	$19.9M	2.28%	0.01%	New	Q1 2026
CURVTorrid Holdings Inc.	$17.3M	1.99%	9.80%	-1.8%	Q1 2023
FNKOFunko, Inc.	$16.9M	1.94%	5365798.00%	+2.2%	Q3 2023
FLWS1 800 Flowers Com Inc	$16.3M	1.87%	Not reported	Not reported	Q1 2023
SHOOSteven Madden, Ltd.	$15.6M	1.79%	0.63%	Not reported	Q2 2025
SESea Ltd	$14.6M	1.67%	0.10%	+122.9%	Q4 2025
GLNGGolar LNG Ltd	$12.8M	1.47%	0.23%	New	Q1 2026
GCOGenesco Inc	$12.3M	1.41%	3.92%	-56.9%	Q3 2024
AVBPArriVent BioPharma, Inc.	$11.5M	1.32%	1.10%	-11.6%	Q2 2025
TLNTalen Energy Corp	$11.2M	1.28%	0.08%	+89.2%	Q4 2025
WWWW International, Inc.	$10.7M	1.23%	7.80%	+4596.6%	Q4 2022
BJRIBJs RESTAURANTS INC	$10.2M	1.16%	1.37%	+2069.2%	Q1 2023
DVADavita Inc.	$8.34M	0.96%	0.08%	New	Q1 2026
JILLJ.Jill, Inc.	$7.74M	0.89%	4.54%	+25.4%	Q4 2022
AMDAdvanced Micro Devices Inc	$7.02M	0.80%	0.00%	-60.4%	Q3 2024
SFIXStitch Fix, Inc.	$6.52M	0.75%	7.29%	+36.6%	Q3 2023
ROSTRoss Stores, Inc.	$6.28M	0.72%	0.01%	Not reported	Q1 2023
CROXCrocs, Inc.	$6.23M	0.71%	0.15%	Not reported	Q1 2024
ETDEthan Allen Interiors Inc	$5.67M	0.65%	1.01%	New	Q1 2026
LOCOEl Pollo Loco Holdings, Inc.	$5.65M	0.65%	1.36%	-45.3%	Q4 2023
DAVEDave Inc.	$5.26M	0.60%	Not reported	New	Q1 2026
PLAYDave & Buster's Entertainment, Inc.	$4.15M	0.48%	1.10%	-15.6%	Q4 2022
COLDAmericold Realty Trust	$4.13M	0.47%	0.13%	New	Q1 2026
NVDANvidia Corp	$4.01M	0.46%	0.00%	Not reported	Q4 2024
DXLGDestination XL Group, Inc.	$2.94M	0.34%	10.42%	Not reported	Q4 2022
VRAVera Bradley, Inc.	$2.51M	0.29%	2.84%	Not reported	Q4 2022
UUnity Software Inc.	$2.24M	0.26%	0.02%	Not reported	Q2 2025
ICLRIcon PLC	$2.16M	0.25%	0.03%	New	Q1 2026
SPGIS&P Global Inc.	$2.13M	0.24%	0.00%	New	Q1 2026
CMGChipotle Mexican Grill Inc	$2.08M	0.24%	0.01%	+62.5%	Q4 2024
DKNGDraftKings Inc.	$2.07M	0.24%	Not reported	New	Q1 2026
CPRICapri Holdings Ltd	$2M	0.23%	0.10%	Not reported	Q2 2023
MUMicron Technology Inc	$1.69M	0.19%	0.00%	-88.6%	Q2 2025
CVSCVS HEALTH Corp	$1.63M	0.19%	0.00%	New	Q1 2026
ADUSAddus HomeCare Corp	$1.53M	0.18%	0.09%	New	Q1 2026
FIGRFigure Technology Solutions, Inc.	$1.26M	0.14%	Not reported	New	Q1 2026
SGHCSuper Group (SGHC) Ltd	$1.24M	0.14%	0.02%	Not reported	Q3 2025
BIDUBaidu, Inc.	$1.11M	0.13%	Not reported	-53.1%	Q3 2025
PUMPProPetro Holding Corp.	$939K	0.11%	0.05%	New	Q1 2026
TDGTransDigm Group INC	$927K	0.11%	0.00%	New	Q1 2026

Q4 2025Reported Feb 17, 202649 positions
JMIAJumia Technologies AG	$109M	13.37%	3.53%	+32.9%	Q2 2025
CTRNCiti Trends Inc	$107M	13.08%	30.84%	Not reported	Q1 2023
NVRIEnviri Corp	$77M	9.41%	Not reported	-43.0%	Q1 2025
CELHCelsius Holdings, Inc.	$53.9M	6.59%	0.46%	+373.3%	Q2 2025
RDDTReddit, Inc.	$30.4M	3.72%	Not reported	-26.1%	Q2 2025
GCOGenesco Inc	$24.4M	2.99%	9.14%	+3.5%	Q3 2024
FLWS1 800 Flowers Com Inc	$21.1M	2.58%	Not reported	-43.8%	Q1 2023
AMZNAmazon Com Inc	$20.1M	2.46%	0.00%	+167.8%	Q4 2022
AMDAdvanced Micro Devices Inc	$18.7M	2.28%	0.01%	-61.2%	Q3 2024
DOCNDigitalOcean Holdings, Inc.	$18M	2.20%	0.41%	-1.7%	Q3 2025
FNKOFunko, Inc.	$17.8M	2.18%	5248709.00%	-3.1%	Q3 2023
TLYSTilly'S, Inc.	$16M	1.96%	67.28%	-1.4%	Q4 2022
TPRTapestry, Inc.	$13.6M	1.67%	0.05%	-40.4%	Q4 2023
MUMicron Technology Inc	$12.6M	1.54%	0.00%	-58.0%	Q2 2025
AVBPArriVent BioPharma, Inc.	$11.4M	1.39%	1.33%	-8.7%	Q2 2025
VFCV F Corp	$10.5M	1.28%	0.15%	+623.5%	Q2 2023
SESea Ltd	$10.1M	1.23%	0.04%	New	Q4 2025
CURVTorrid Holdings Inc.	$9.69M	1.19%	9.99%	+0.9%	Q1 2023
LOCOEl Pollo Loco Holdings, Inc.	$7.79M	0.95%	2.49%	+193.4%	Q4 2023
SFIXStitch Fix, Inc.	$7.57M	0.93%	5.34%	-77.5%	Q3 2023
PARPar Technology Corp	$7.51M	0.92%	0.51%	Not reported	Q3 2023
JILLJ.Jill, Inc.	$7.39M	0.90%	3.56%	-3.8%	Q4 2022
PLAYDave & Buster's Entertainment, Inc.	$7.36M	0.90%	1.31%	+5.8%	Q4 2022
TLNTalen Energy Corp	$6.93M	0.85%	0.04%	New	Q4 2025
BBWIBath & Body Works, Inc.	$6.76M	0.83%	0.16%	-72.6%	Q2 2024
TXRHTexas Roadhouse, Inc.	$6.44M	0.79%	0.06%	New	Q4 2025
WINGWingstop Inc.	$5.96M	0.73%	0.09%	New	Q4 2025
DXLGDestination XL Group, Inc.	$5.29M	0.65%	10.54%	Not reported	Q4 2022
BABAAlibaba Group Holding Ltd	$5.17M	0.63%	0.00%	+108.9%	Q4 2022
LEGLeggett & Platt Inc	$4.89M	0.60%	0.33%	New	Q4 2025
BURLBurlington Stores, Inc.	$3.44M	0.42%	0.02%	New	Q4 2025
BLMNBloomin' Brands, Inc.	$3.23M	0.40%	0.62%	+246.2%	Q4 2024
BIDUBaidu, Inc.	$2.79M	0.34%	Not reported	-55.1%	Q3 2025
CALCaleres Inc	$2.61M	0.32%	0.63%	Not reported	Q2 2025
FOSLFossil Group, Inc.	$2.41M	0.30%	1.18%	+180.7%	Q4 2022
SIGSignet Jewelers Ltd	$2.07M	0.25%	0.06%	+4.2%	Q2 2023
GOOSCanada Goose Holdings Inc.	$1.77M	0.22%	Not reported	-2.6%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.55M	0.19%	Not reported	Not reported	Q4 2022
CMGChipotle Mexican Grill Inc	$1.48M	0.18%	0.00%	Not reported	Q4 2024
SGSweetgreen, Inc.	$1.35M	0.17%	0.21%	Not reported	Q4 2024
CPNGCoupang, Inc.	$1.3M	0.16%	Not reported	New	Q4 2025
SWIMLatham Group, Inc.	$1.11M	0.14%	0.15%	-30.2%	Q2 2025
PRMBPrimo Brands Corp	$1.06M	0.13%	0.02%	New	Q4 2025
OLPXOlaplex Holdings, Inc.	$1.02M	0.13%	0.11%	New	Q4 2025
TBBBBBB Foods Inc	$992K	0.12%	Not reported	New	Q4 2025
GRPNGroupon, Inc.	$616K	0.08%	0.09%	Not reported	Q2 2023
BJRIBJs RESTAURANTS INC	$525K	0.06%	0.06%	-90.7%	Q1 2023
WWWW International, Inc.	$485K	0.06%	0.17%	Not reported	Q4 2022
PZZAPapa Johns International Inc	$407K	0.05%	0.03%	-48.6%	Q2 2024
Q3 2025Reported Nov 14, 202553 positions
NVRIEnviri Corp	$95.5M	10.62%	Not reported	+4.9%	Q1 2025
CTRNCiti Trends Inc	$79.9M	8.87%	30.98%	Not reported	Q1 2023
TTSHTile Shop Holdings, Inc.	$77.8M	8.64%	28.76%	Not reported	Q4 2022
JMIAJumia Technologies AG	$76.5M	8.50%	2.69%	+289.2%	Q2 2025
FLWS1 800 Flowers Com Inc	$43.8M	4.87%	Not reported	Not reported	Q1 2023
RDDTReddit, Inc.	$41.1M	4.57%	Not reported	+42.2%	Q2 2025
AMDAdvanced Micro Devices Inc	$36.4M	4.04%	0.01%	+799.0%	Q3 2024
BBWIBath & Body Works, Inc.	$31.6M	3.51%	0.60%	+105.2%	Q2 2024
SFIXStitch Fix, Inc.	$27.9M	3.10%	23.72%	-35.5%	Q3 2023
GCOGenesco Inc	$27.6M	3.07%	8.83%	-11.3%	Q3 2024
TPRTapestry, Inc.	$20.3M	2.25%	0.09%	+593.6%	Q4 2023
FNKOFunko, Inc.	$18.6M	2.07%	5413887.00%	+13.4%	Q3 2023
MUMicron Technology Inc	$17.5M	1.95%	0.01%	-36.9%	Q2 2025
CURVTorrid Holdings Inc.	$17.2M	1.91%	9.90%	-5.9%	Q1 2023
TLYSTilly'S, Inc.	$16.8M	1.87%	68.26%	Not reported	Q4 2022
CROXCrocs, Inc.	$16.6M	1.85%	0.38%	+135.3%	Q1 2024
CELHCelsius Holdings, Inc.	$14.3M	1.59%	0.10%	+69.9%	Q2 2025
DOCNDigitalOcean Holdings, Inc.	$13M	1.45%	0.42%	New	Q3 2025
RHRH	$12.1M	1.34%	0.32%	+41.1%	Q3 2024
AVBPArriVent BioPharma, Inc.	$11.4M	1.27%	1.52%	+17.3%	Q2 2025
JILLJ.Jill, Inc.	$9.61M	1.07%	3.68%	-40.2%	Q4 2022
PARPar Technology Corp	$8.19M	0.91%	0.51%	Not reported	Q3 2023
PCGPG&E Corp	$8.13M	0.90%	0.02%	New	Q3 2025
PLAYDave & Buster's Entertainment, Inc.	$7.79M	0.87%	1.24%	Not reported	Q4 2022
DXLGDestination XL Group, Inc.	$7.54M	0.84%	10.69%	Not reported	Q4 2022
AMZNAmazon Com Inc	$7.14M	0.79%	0.00%	Not reported	Q4 2022
BIDUBaidu, Inc.	$6.26M	0.70%	Not reported	New	Q3 2025
SGHCSuper Group (SGHC) Ltd	$6.2M	0.69%	0.09%	New	Q3 2025
TIGRUP Fintech Holding Ltd	$5.63M	0.63%	Not reported	New	Q3 2025
VRAVera Bradley, Inc.	$5.59M	0.62%	9.96%	Not reported	Q4 2022
MCDMcdonalds Corp	$5.07M	0.56%	0.00%	Not reported	Q1 2025
BJRIBJs RESTAURANTS INC	$4.37M	0.49%	0.67%	-57.9%	Q1 2023
TPBTurning Point Brands, Inc.	$3.9M	0.43%	0.22%	New	Q3 2025
GAPGap Inc	$3.32M	0.37%	0.04%	-84.8%	Q3 2024
EYENational Vision Holdings, Inc.	$3.21M	0.36%	0.14%	-89.9%	Q2 2024
BABAAlibaba Group Holding Ltd	$3.02M	0.34%	0.00%	-43.7%	Q4 2022
MNROMonro, Inc.	$2.52M	0.28%	0.47%	New	Q3 2025
LOCOEl Pollo Loco Holdings, Inc.	$2.46M	0.27%	0.85%	+34.1%	Q4 2023
SIGSignet Jewelers Ltd	$2.3M	0.26%	0.06%	-56.2%	Q2 2023
GOOSCanada Goose Holdings Inc.	$1.93M	0.21%	Not reported	New	Q3 2025
SWIMLatham Group, Inc.	$1.91M	0.21%	0.22%	Not reported	Q2 2025
LTMLatam Airlines Group S.A.	$1.58M	0.18%	0.00%	New	Q3 2025
NKENIKE, Inc.	$1.52M	0.17%	0.00%	Not reported	Q2 2024
VFCV F Corp	$1.15M	0.13%	0.02%	Not reported	Q2 2023
BLMNBloomin' Brands, Inc.	$1.09M	0.12%	0.18%	Not reported	Q4 2024
JOEST JOE Co	$1.07M	0.12%	0.04%	Not reported	Q4 2022
ATIAti Inc	$1.04M	0.12%	0.01%	New	Q3 2025
MIRMirion Technologies, Inc.	$1.02M	0.11%	0.23%	New	Q3 2025
SIMOSilicon Motion Technology CORP	$1.02M	0.11%	0.01%	New	Q3 2025
PZZAPapa Johns International Inc	$991K	0.11%	0.06%	Not reported	Q2 2024

Premium opens every quarter this fund has filed