Institutional Fund
Fund 1 Investments, LLC
Rincon, PRCIK 19597305 filings on record
Portfolio Value
$768.34M
Q1 2026
Holdings
62
Reported positions
New Buys
34
Opened this quarter
QoQ Change
+11.2%
from $690.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Citi Trends Inc14.5%
- Jumia Technologies AG11.1%
- Celsius Hldgs Inc7.3%
- V F Corp6.3%
- Reddit Inc5.7%
- Tillys Inc4.2%
- Other50.9%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Citi Trends Inc | 2.57M | $111.48M | 14.5% | 0 | Held |
| 2 | Jumia Technologies AG | 12.32M | $85.04M | 11.1% | +3.57M | Added |
| 3 | Celsius Hldgs Inc | 1.57M | $55.77M | 7.3% | +394.0K | Added |
| 4 | V F Corp | 2.85M | $48.48M | 6.3% | +2.27M | Added |
| 5 | Reddit Inc | 327.4K | $44.08M | 5.7% | +195.2K | Added |
| 6 | Tillys Inc | 8.06M | $32.64M | 4.2% | 0 | Held |
| 7 | Coupang Inc | 1.67M | $31.53M | 4.1% | +1.62M | Added |
| 8 | Amazon Com Inc | 146.8K | $30.58M | 4.0% | +59.8K | Added |
| 9 | Enviri Corp | 1.50M | $29.51M | 3.8% | −2.79M | Reduced |
| 10 | Bath & Body Works Inc | 1.27M | $23.71M | 3.1% | +933.8K | Added |
52 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio