§ 13F · FUND PROFILE
Fund 1 Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $900M (13F)Positions · 58Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$175M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CTRN | CITI TRENDS INC | 2.57M | $111M | 12.8% | ±0% |
| 2 | JMIA | JUMIA TECHNOLOGIES AG | 12.32M | $85M | 9.8% | +33% |
| 3 | CELH | CELSIUS HLDGS INC | 1.57M | $56M | 6.4% | +76% |
| 4 | MOS | MOSAIC CO | 2.02M | $52M | 5.9% | NEW |
| 5 | VFC | V F CORP | 2.85M | $48M | 5.6% | +393% |
| 6 | RDDT | REDDIT INC | 327K | $44M | 5.1% | +299% |
| 7 | TLYS | TILLYS INC | 8.06M | $33M | 3.7% | ±0% |
| 8 | CPNG | COUPANG INC | 1.67M | $32M | 3.6% | +2937% |
| 9 | AMZN | AMAZON COM INC | 147K | $31M | 3.5% | +69% |
| 10 | NVRI | ENVIRI CORP | 1.50M | $30M | 3.4% | −65% |
§ 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 $900 million in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed