The Analysis of Fund 1 Investments, LLC's Holdings
Currently, Fund 1 Investments, LLC holds 53 types of securities in its portfolio with a total value $826.8M. In the most recent quarter, they have increased their positions in AMD (+199.7K shares, valued at $32.3M), TPR (+153.2K shares, valued at $17.3M), BBWI (+629.2K shares, valued at $16.2M); decreased their positions in JMIA (-12.6M shares, valued at $146.2M), EYE (-981.9K shares, valued at $28.7M), GAP (-861.3K shares, valued at $18.4M); initiated new positions in DOCN (+380.9K shares, valued at $13.0M), PCG (+539.0K shares, valued at $8.1M), PLAY (+429.0K shares, valued at $7.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVRI ENVIRI CORP7.5M shares4.94%2025-09-302025-11-14
TTSH TILE SHOP HLDGS INC12.9M shares0.00%2025-12-122025-12-16 CTRN CITI TRENDS INC2.6M shares0.00%2025-09-302025-11-14 JMIA JUMIA TECHNOLOGIES AG6.6M shares-65.64%2025-09-302025-11-14 FLWS 1 800 FLOWERS COM INC9.5M shares0.00%2025-09-302025-11-14 RDDT REDDIT INC178.7K shares42.16%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC224.7K shares799.00%2025-09-302025-11-14 BBWI BATH & BODY WORKS INC1.2M shares105.15%2025-09-302025-11-14 SFIX STITCH FIX INC6.4M shares-35.54%2025-09-302025-11-14 GCO GENESCO INC953.2K shares-11.29%2025-09-302025-11-14 FNKO FUNKO INC5.5M shares0.67%2026-02-192026-02-19 TPR TAPESTRY INC178.9K shares593.60%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC104.7K shares-36.93%2025-09-302025-11-14 CURV TORRID HLDGS INC9.8M shares-5.93%2025-09-302025-11-14 TLYS TILLYS INC8.2M shares0.00%2025-09-302025-11-14 CROX CROCS INC199.2K shares135.30%2025-09-302025-11-14 CELH CELSIUS HLDGS INC248.9K shares69.87%2025-09-302025-11-14 DOCN DIGITALOCEAN HLDGS INC380.9K sharesnew addition2025-09-302025-11-14 RH RH59.5K shares41.13%2025-09-302025-11-14 AVBP ARRIVENT BIOPHARMA INC619.9K shares17.31%2025-09-302025-11-14 JILL J JILL INC560.1K shares-40.18%2025-09-302025-11-14 PAR PAR TECHNOLOGY CORP207.0K shares0.00%2025-09-302025-11-14 PCG PG&E CORP539.0K sharesnew addition2025-09-302025-11-14 PLAY DAVE & BUSTERS ENTMT INC429.0K sharesnew addition2025-09-302025-11-14 DXLG DESTINATION XL GROUP INC5.8M shares0.00%2025-09-302025-11-14 AMZN AMAZON COM INC32.5K sharesnew addition2025-09-302025-11-14 BIDU BAIDU INC47.5K sharesnew addition2025-09-302025-11-14 SGHC SUPER GROUP SGHC LIMITED469.5K sharesnew addition2025-09-302025-11-14 TIGR UP FINTECH HLDG LTD527.9K sharesnew addition2025-09-302025-11-14 VRA VERA BRADLEY INC2.8M shares0.00%2025-09-302025-11-14 MCD MCDONALDS CORP16.7K sharesnew addition2025-09-302025-11-14 BJRI BJS RESTAURANTS INC143.2K shares-57.89%2025-09-302025-11-14 TPB TURNING PT BRANDS INC39.4K sharesnew addition2025-09-302025-11-14 GAP GAP INC155.0K shares-84.75%2025-09-302025-11-14 EYE NATIONAL VISION HLDGS INC110.0K shares-89.93%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD16.9K shares-43.67%2025-09-302025-11-14 MNRO MONRO INC140.0K sharesnew addition2025-09-302025-11-14 LOCO EL POLLO LOCO HLDGS INC254.0K shares34.05%2025-09-302025-11-14 SIG SIGNET JEWELERS LIMITED24.0K shares-56.21%2025-09-302025-11-14 GOOS CANADA GOOSE HLDGS INC140.0K sharesnew addition2025-09-302025-11-14 SWIM LATHAM GROUP INC250.8K shares0.00%2025-09-302025-11-14 LTM LATAM AIRLINES GROUP SA35.0K sharesnew addition2025-09-302025-11-14 NKE NIKE INC21.8K sharesnew addition2025-09-302025-11-14 VFC V F CORP80.0K sharesnew addition2025-09-302025-11-14 BLMN BLOOMIN BRANDS INC151.4K sharesnew addition2025-09-302025-11-14 JOE ST JOE CO21.6K shares0.00%2025-09-302025-11-14 ATI ATI INC12.8K sharesnew addition2025-09-302025-11-14 MIR MIRION TECHNOLOGIES INC43.9K sharesnew addition2025-09-302025-11-14 SIMO SILICON MOTION TECHNOLOGY CO10.7K sharesnew addition2025-09-302025-11-14 PZZA PAPA JOHNS INTL INC20.6K sharesnew addition2025-09-302025-11-14 TGT TARGET CORP10.0K sharesnew addition2025-09-302025-11-14 PYPL PAYPAL HLDGS INC10.0K sharesnew addition2025-09-302025-11-14 FOSL FOSSIL GROUP INC228.7K shares-15.31%2025-09-302025-11-14 Call Option Holdings
JMIA Call CallJUMIA TECHNOLOGIES AG3.0M shares87.50%2025-09-302025-11-14 MU Call CallMICRON TECHNOLOGY INC200.0K shares900.00%2025-09-302025-11-14 EYE Call CallNATIONAL VISION HLDGS INC248.8K shares-88.42%2025-09-302025-11-14 RKT Call CallROCKET COS INC170.0K sharesnew addition2025-09-302025-11-14 Put Option Holdings
No put option holdings data available