Fund 1 Investments, LLC — 13F holdings

Fund 1 Investments, LLC reported 47 holdings worth $603M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CTRN CITI TRENDS INC — $105M (17.5%)
2. JMIA JUMIA TECHNOLOGIES AG — $65.3M (10.8%)
3. APP APPLOVIN CORP — $47.0M (7.8%)
4. GO GROCERY OUTLET HLDG CORP — $35.8M (5.9%)
5. TLYS TILLYS INC — $33.8M (5.6%)
6. FNKO FUNKO INC — $31.1M (5.2%)
7. PUMP PROPETRO HLDG CORP — $25.7M (4.3%)
8. JILL J Jill Inc — $21.1M (3.5%)
9. GCO GENESCO INC — $20.6M (3.4%)
10. CURV TORRID HLDGS INC — $18.4M (3.1%)