Fund 1 Investments
$569M 13F equity value
86 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Fund 1 Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CTRN | CITI TRENDS INC | 1,823,486 | $105M | 18.5% |
| JMIA | JUMIA TECHNOLOGIES AG | 9,262,377 | $65M | 11.5% |
| TLYS | TILLYS INC | 8,058,268 | $34M | 5.9% |
| FNKO | FUNKO INC | 5,284,552 | $31M | 5.5% |
| GO | GROCERY OUTLET HLDG CORP | 2,732,505 | $27M | 4.8% |
| PUMP | PROPETRO HLDG CORP | 1,793,882 | $26M | 4.5% |
| APP | APPLOVIN CORP | 41,250 | $21M | 3.7% |
| JILL | J JILL INC | 1,328,949 | $21M | 3.7% |
| GCO | GENESCO INC | 609,963 | $21M | 3.6% |
| CURV | TORRID HLDGS INC | 9,847,478 | $18M | 3.2% |
Track Fund 1 Investments's 13F portfolio: $569M in reported holdings, 86 positions. Top holdings and quarterly changes on SentiSense.
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