account_balance
Investment manager · 13F filer · SEC CIK 1959730
Fund 1 Investments, LLC
Reported value$569Mas of Jun 30, 2026
Positions45 24 new, 41 sold out
Top 10 weight65.1%CTRN alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CTRNCiti Trends Inc
18.5%Trimmed −29%
JMIAJumia Technologies AG
11.5%Trimmed −25%
TLYSTillys Inc
5.9%
FNKOFunko Inc
5.5%
GOGrocery Outlet HLDG Corp
4.8%New
PUMPPropetro HLDG Corp
4.5%Added +2654%
APPApplovin Corp
3.7%Trimmed −17%
JILLJ Jill Inc
3.7%Added +97%
GCOGenesco Inc
3.6%Added +43%
CURVTorrid Hldgs Inc
3.2%
CELHCelsius Hldgs Inc
3.1%Trimmed −61%
RDDT2.6%CTRNCiti Trends Inc
18.5%Trimmed −29%
JMIAJumia Technologies AG
11.5%Trimmed −25%
TLYS5.9%FNKO5.5%GO4.8%PUMP4.5%APP3.7%JILL3.7%GCO3.6%CURV3.2%CELH3.1%RDDT2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CTRN Citi Trends Inc 18.5% Trimmed −29%JMIA Jumia Technologies AG 11.5% Trimmed −25%TLYS Tillys Inc 5.9% HeldFNKO Funko Inc 5.5% HeldGO Grocery Outlet HLDG Corp 4.8% NewPUMP Propetro HLDG Corp 4.5% Added +2654%APP Applovin Corp 3.7% Trimmed −17%JILL J Jill Inc 3.7% Added +97%GCO Genesco Inc 3.6% Added +43%CURV Torrid Hldgs Inc 3.2% HeldCELH Celsius Hldgs Inc 3.1% Trimmed −61%RDDT Reddit Inc 2.6% Trimmed −74%
What changed