13FBOX
Fund 1 Investments, LLC · 13F Holdings
Options Calculator Rankings

Fund 1 Investments, LLC

No.2951 Data as of 2026Q2
Latest AUM (Q2 2026)
$911.4M
QoQ Change Q1 2026
+$39.3M+4.5%
Holdings
45
New Buys
24
Adds
6
Reduces
12
Exits
43
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAPPLOVIN CORPAPP
30.59%2.28%$278.7M541,250$19.9M49,966+491,284+983.24%Add
GROCERY OUTLET HLDG CORPGO
12.32%$112.3M11.2M$00+11.2MNew Buy
CCITI TRENDS INC COMCTRN
11.57%12.78%$105.5M1.8M$111.5M2.6M-750,000-29.14%Reduce
JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHSJMIA
7.17%9.75%$65.3M9.3M$85.0M12.3M-3.1M-24.85%Reduce
TTILLYS INCTLYS
3.71%3.74%$33.8M8.1M$32.6M8.1M00.00%Unchanged
FUNKO INC CLASS AFNKO
3.41%1.94%$31.1M5.3M$16.9M5.4M-81,246-1.51%Reduce
PPROPETRO HLDG CORPPUMP
2.82%0.11%$25.7M1.8M$938,75465,146+1.7M+2,653.63%Add
JJ JILL INC COMJILL
2.31%0.89%$21.1M1.3M$7.7M675,304+653,645+96.79%Add
GENESCO INC COMGCO
2.26%1.41%$20.6M609,963$12.3M425,310+184,653+43.42%Add
TTORRID HLDGS INC COMCURV
2.02%1.99%$18.4M9.8M$17.3M9.7M+119,433+1.23%Add
CELSIUS HLDGS INCCELH
1.95%8.43%$17.8M606,508$73.5M2.1M-1.5M-70.73%Reduce
REDDIT INC CL ARDDT
1.59%8.14%$14.5M83,650$71.0M527,400-443,750-84.14%Reduce
TTTM TECHNOLOGIES INCTTMI
1.5%$13.6M72,933$00+72,933New Buy
FFIVE BELOW INCFIVE
1.43%$13.1M72,621$00+72,621New Buy
ADVANCE AUTO PARTS INCAAP
1.43%$13.0M208,924$00+208,924New Buy
XXPONENTIAL FITNESS INC COM CL AXPOF
1.37%$12.5M1.8M$00+1.8MNew Buy
11 800 FLOWERS COM INCFLWS
1.36%1.87%$12.4M3.6M$16.3M5.4M-1.8M-33.70%Reduce
NVIDIA CORPORATIONNVDA
1.32%0.46%$12.0M60,000$4.0M23,000+37,000+160.87%Add
AMAZON COM INCAMZN
1.31%3.51%$11.9M50,000$30.6M146,846-96,846-65.95%Reduce
SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI
1.13%$10.3M349,173$00+349,173New Buy
SSEA LTD SPONSORD ADSSE
0.79%1.67%$7.2M75,000$14.6M176,078-101,078-57.41%Reduce
WWw International IncWW
0.74%1.23%$6.8M422,467$10.7M779,629-357,162-45.81%Reduce
VISTRA CORPVST
0.72%$6.5M41,200$00+41,200New Buy
NATIONAL VISION HLDGS INCEYE
0.53%$4.9M255,796$00+255,796New Buy
AAMC ENTMT HLDGS INC CLASS AAMC
0.46%$4.2M2.2M$00+2.2MNew Buy
DDESTINATION XL GROUP INC COMDXLG
0.42%0.34%$3.9M5.8M$2.9M5.8M00.00%Unchanged
BLACKLINE INCBL
0.38%$3.5M125,000$00+125,000New Buy
LEVI STRAUSS & CO NEWLEVI
0.36%$3.3M133,627$00+133,627New Buy
CCARVANA CO CL ACVNA
0.34%$3.1M47,500$00+47,500New Buy
COMPASS INCCOMP
0.31%$2.8M230,100$00+230,100New Buy
BBLACKSTONE DIGITAL INFRASTRUBXDC
0.3%$2.7M126,250$00+126,250New Buy
EELDORADO GOLD CORP NEWEGO
0.28%$2.6M82,900$00+82,900New Buy
FFOSSIL GROUP INCFOSL
0.24%$2.2M536,982$00+536,982New Buy
BBATH & BODYBBWI
0.19%2.72%$1.7M74,404$23.7M1.3M-1.2M-94.14%Reduce
THE REALREAL INCREAL
0.18%$1.7M142,618$00+142,618New Buy
COUPANG INC CLASS ACPNG
0.18%3.62%$1.7M95,777$31.5M1.7M-1.6M-94.27%Reduce
ACADEMY SPORTS & OUTDOORASO
0.16%$1.4M30,000$00+30,000New Buy
UUNDER ARMOUR INC CL CUA
0.14%$1.3M201,612$00+201,612New Buy
BBAIDU INCBIDU
0.13%0.13%$1.1M10,000$1.1M10,00000.00%Unchanged
JAMES HARDIE INDS PLC ORD SHSJHX
0.11%$1.0M40,000$00+40,000New Buy
BBOOST RUN INCBRUN
0.11%$1.0M25,898$00+25,898New Buy
HCA HEALTHCARE INCHCA
0.11%$974,7252,500$00+2,500New Buy
SSHAKE SHACK INCSHAK
0.09%$840,30015,000$00+15,000New Buy
ROCKET COS INC COM CL ARKT
0.09%$838,46753,236$00+53,236New Buy
VVera Bradley IncVRA
0.04%0.29%$400,277102,899$2.5M795,000-692,101-87.06%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow