§ 13F · FUND PROFILE
Fund 1 Investments, LLC.
AUM · $603M (13F)Positions · 47Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$116M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CTRN | CITI TRENDS INC | 1.82M | $105M | 17.5% | −29% |
| 2 | JMIA | JUMIA TECHNOLOGIES AG | 9.26M | $65M | 10.8% | −25% |
| 3 | TLYS | TILLYS INC | 8.06M | $34M | 5.6% | ±0% |
| 4 | FNKO | FUNKO INC | 5.28M | $31M | 5.2% | −2% |
| 5 | GO | GROCERY OUTLET HLDG CORP | 2.73M | $27M | 4.5% | — |
| 6 | APP | APPLOVIN CORP | 500K | $26M | 4.3% | +983% |
| 7 | PUMP | PROPETRO HLDG CORP | 1.79M | $26M | 4.3% | +2654% |
| 8 | APP | APPLOVIN CORP | 41K | $21M | 3.5% | — |
| 9 | JILL | J JILL INC | 1.33M | $21M | 3.5% | +97% |
| 10 | GCO | GENESCO INC | 610K | $21M | 3.4% | +43% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FUND SIGNAL
AC read
Fund 1 Investments, LLC is a Other fund managing $603 million in assets. The fund runs a portfolio of 47 positions.
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