13F Insight
DOSSIER · 13F-HR · Q2 2026

Fund 1 Investments, LLC

$603M in tracked AUM across 47 positions as of Q2 2026.

F1
CIK 0001959730 · last filed Jun 30, 2026
Total AUM
$603M
as of Q2 2026
Holdings
47
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fund 1 Investments, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CTRN
CITI TRENDS INC
$105M1.8M17.5%02
JMIA
JUMIA TECHNOLOGIES AG
$65M9.3M10.8%03
APP
APPLOVIN CORP
$47M541K7.8%04
GO
GROCERY OUTLET HLDG CORP
$36M11.2M5.9%05
TLYS
TILLYS INC
$34M8.1M5.6%06
FNKO
FUNKO INC
$31M5.3M5.2%07
PUMP
PROPETRO HLDG CORP
$26M1.8M4.3%08
JILL
J JILL INC
$21M1.3M3.5%09
GCO
GENESCO INC
$21M610K3.4%10
CURV
TORRID HLDGS INC
$18M9.8M3.1%

Filing history

2026Q2Jun 30
$603M▼ 30.8%
47 positionsView →2026Q1Mar 31
$872M▲ 6.7%
66 positionsView →2025Q4Dec 31
$818M▼ 9.2%
53 positionsView →2025Q3Sep 30
$900M▼ 27.4%
58 positionsView →2025Q2Jun 30
$1.2B▼ 44.6%
59 positionsLocked2025Q1Mar 31
$2.2B▲ 92.8%
62 positionsLocked2024Q4Dec 31
$1.2B▲ 8.2%
70 positionsLocked2024Q3Sep 30
$1.1B▲ 16.1%
67 positionsLocked2024Q2Jun 30
$924M▼ 0.7%
63 positionsLocked2024Q1Mar 31
$930M▲ 8.9%
46 positionsLocked2023Q4Dec 31
$854M▲ 61.0%
52 positionsLocked2023Q3Sep 30
$530M▲ 118.4%
61 positionsLocked
Showing 12 of 15