EdgeMarket › What Fund 1 Investments, Llc reported owning
What Fund 1 Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
872.0MPositions
66Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CTRN Citi Trends Inc | 111.5M | 12.8% | 2.6M | 71.71 | +129.0% |
| JMIA Jumia Technologies AG | 85.0M | 9.8% | 12.3M | 6.74 | -7.3% |
| CELH Celsius Holdings, Inc. | 55.8M | 6.4% | 1.6M | 33.36 | -46.2% |
| VFC V F CORP | 48.5M | 5.6% | 2.9M | 14.37 | +11.8% |
| RDDT Reddit, Inc. | 44.1M | 5.1% | 327.4K | 153.29 | -29.8% |
| TLYS TILLY'S, INC. | 32.6M | 3.7% | 8.1M | 3.92 | +156.2% |
| CPNG Coupang, Inc. | 31.5M | 3.6% | 1.7M | 16.45 | -43.0% |
| AMZN AMAZON COM INC | 30.6M | 3.5% | 146.8K | 258.63 | +15.6% |
| NVRI Enviri Corp | 29.5M | 3.4% | 1.5M | 20.65 | +99.7% |
| BBWI Bath & Body Works, Inc. | 23.7M | 2.7% | 1.3M | 19.45 | -34.3% |
| APP AppLovin Corp | 19.9M | 2.3% | 50.0K | 305.77 | -25.9% |
| CURV Torrid Holdings Inc. | 17.3M | 2.0% | 9.7M | 2.21 | -0.5% |
| FNKO Funko, Inc. | 16.9M | 1.9% | 5.4M | 6.50 | +138.1% |
| FLWS 1 800 FLOWERS COM INC | 16.3M | 1.9% | 5.4M | 3.97 | -27.8% |
| SHOO STEVEN MADDEN, LTD. | 15.6M | 1.8% | 459.7K | 46.08 | +73.2% |
| SE Sea Ltd | 14.6M | 1.7% | 176.1K | 117.53 | -34.2% |
| GLNG GOLAR LNG LTD | 12.8M | 1.5% | 236.3K | 52.00 | +24.8% |
| GCO GENESCO INC | 12.3M | 1.4% | 425.3K | 35.07 | +36.9% |
| AVBP ArriVent BioPharma, Inc. | 11.5M | 1.3% | 500.0K | 29.12 | +51.1% |
| TLN Talen Energy Corp | 11.2M | 1.3% | 35.0K | 314.46 | -12.7% |
| WW WW INTERNATIONAL, INC. | 10.7M | 1.2% | 779.6K | 15.71 | -53.1% |
| BJRI BJs RESTAURANTS INC | 10.2M | 1.2% | 289.3K | 66.76 | +90.6% |
| DVA DAVITA INC. | 8.3M | 1.0% | 54.3K | 173.82 | +26.5% |
| JILL J.Jill, Inc. | 7.7M | 0.9% | 675.3K | 20.21 | +26.3% |
| AMD ADVANCED MICRO DEVICES INC | 7.0M | 0.8% | 34.5K | 473.25 | +186.5% |
| SFIX Stitch Fix, Inc. | 6.5M | 0.7% | 2.0M | 3.34 | -34.5% |
| ROST ROSS STORES, INC. | 6.3M | 0.7% | 29.0K | 239.04 | +63.3% |
| CROX Crocs, Inc. | 6.2M | 0.7% | 75.0K | 122.11 | +45.9% |
| ETD ETHAN ALLEN INTERIORS INC | 5.7M | 0.7% | 254.8K | 23.39 | -19.6% |
| LOCO El Pollo Loco Holdings, Inc. | 5.6M | 0.6% | 407.3K | 16.03 | +56.1% |
| DAVE Dave Inc./DE | 5.3M | 0.6% | 30.2K | 354.72 | +88.4% |
| PLAY Dave & Buster's Entertainment, Inc. | 4.2M | 0.5% | 383.2K | 10.25 | -57.5% |
| COLD AMERICOLD REALTY TRUST | 4.1M | 0.5% | 360.0K | 15.25 | +4.7% |
| NVDA NVIDIA CORP | 4.0M | 0.5% | 23.0K | 214.72 | +22.4% |
| DXLG DESTINATION XL GROUP, INC. | 2.9M | 0.3% | 5.8M | 0.61 | -53.8% |
| VRA Vera Bradley, Inc. | 2.5M | 0.3% | 795.0K | 3.15 | +59.1% |
| U Unity Software Inc. | 2.2M | 0.3% | 102.3K | 46.93 | +30.9% |
| ICLR ICON PLC | 2.2M | 0.2% | 19.5K | 172.23 | -4.4% |
| SPGI S&P Global Inc. | 2.1M | 0.2% | 5.0K | 431.29 | -22.6% |
| CMG CHIPOTLE MEXICAN GRILL INC | 2.1M | 0.2% | 65.0K | 36.90 | -14.3% |
| DKNG DraftKings Inc. | 2.1M | 0.2% | 95.9K | 26.17 | -42.7% |
| CPRI Capri Holdings Ltd | 2.0M | 0.2% | 113.6K | 13.65 | -32.3% |
| MU MICRON TECHNOLOGY INC | 1.7M | 0.2% | 5.0K | 966.78 | +724.8% |
| CVS CVS HEALTH Corp | 1.6M | 0.2% | 22.8K | 93.02 | +31.3% |
| ADUS Addus HomeCare Corp | 1.5M | 0.2% | 16.3K | 120.81 | +5.2% |
| FIGR Figure Technology Solutions, Inc. | 1.3M | 0.1% | 37.1K | 39.10 | — |
| SGHC Super Group (SGHC) Ltd | 1.2M | 0.1% | 115.0K | 13.31 | +15.3% |
| BIDU Baidu, Inc. | 1.1M | 0.1% | 10.0K | 93.21 | +7.4% |
| PUMP ProPetro Holding Corp. | 938.8K | 0.1% | 65.1K | 11.33 | +143.1% |
| TDG TransDigm Group INC | 927.2K | 0.1% | 800 | 1,200.35 | -14.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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