Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fund 1 Investments, LLC (CIK 1959730) reported $872.0M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CTRN ($111.5M, 12.78%), JMIA ($85.0M, 9.75%), CELH ($73.5M, 8.43%), RDDT ($71.0M, 8.14%), MOS ($51.5M, 5.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CTRN | CITI TRENDS INC | $111.5M | 12.78% | 2.6M | Hold |
| 2 | JMIA | JUMIA TECHNOLOGIES AG | $85.0M | 9.75% | 12.3M | Added |
| 3 | CELH | CELSIUS HLDGS INC | $73.5M | 8.43% | 2.1M | Added |
| 4 | RDDT | REDDIT INC | $71.0M | 8.14% | 527,400 | Added |
| 5 | MOS | MOSAIC CO | $51.5M | 5.91% | 2.0M | New |
| 6 | VFC | V F CORP | $48.5M | 5.56% | 2.9M | Added |
| 7 | TLYS | TILLYS INC | $32.6M | 3.74% | 8.1M | Hold |
| 8 | CPNG | COUPANG INC | $31.5M | 3.62% | 1.7M | Added |
| 9 | AMZN | AMAZON COM INC | $30.6M | 3.51% | 146,846 | Added |
| 10 | NVRI | ENVIRI CORP | $29.5M | 3.38% | 1.5M | Trimmed |
| 11 | BBWI | BATH & BODY WORKS INC | $23.7M | 2.72% | 1.3M | Added |
| 12 | APP | APPLOVIN CORP | $19.9M | 2.28% | 49,966 | New |
| 13 | CURV | TORRID HLDGS INC | $17.3M | 1.99% | 9.7M | Trimmed |
| 14 | FNKO | FUNKO INC | $16.9M | 1.94% | 5.4M | Added |
| 15 | FLWS | 1 800 FLOWERS COM INC | $16.3M | 1.87% | 5.4M | Hold |
| 16 | SHOO | MADDEN STEVEN LTD | $15.6M | 1.79% | 459,717 | New |
| 17 | SE | SEA LTD | $14.6M | 1.67% | 176,078 | Added |
| 18 | GLNG | GOLAR LNG LTD | $12.8M | 1.47% | 236,302 | New |
| 19 | GCO | GENESCO INC | $12.3M | 1.41% | 425,310 | Trimmed |
| 20 | AVBP | ARRIVENT BIOPHARMA INC | $11.5M | 1.32% | 499,990 | Trimmed |
| 21 | TLN | TALEN ENERGY CORP | $11.2M | 1.28% | 35,000 | Added |
| 22 | WGHTQ | WW INTL INC | $10.7M | 1.23% | 779,629 | Added |
| 23 | BJRI | BJS RESTAURANTS INC | $10.2M | 1.16% | 289,308 | Added |
| 24 | DVA | DAVITA INC | $8.3M | 0.96% | 54,256 | New |
| 25 | JILL | J JILL INC | $7.7M | 0.89% | 675,304 | Added |
Source: SEC Form 13F filings · as of 2026-03-31