What Fund 1 Investments, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1959730 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 9.3M |
| −24.8% |
| $65.3M |
| 10.8% |
TLYSTilly's, Inc. | 8.1M | ±0% | $33.8M | 5.6% |
FNKOFunko, Inc. | 5.3M | −1.5% | $31.1M | 5.2% |
GOGrocery Outlet Holding Corp. | 2.7M | New | $27.3M | 4.5% |
| 500K | New | $25.8M | 4.3% |
PUMPProPetro Holding Corp. | 1.8M | +2,653.6% | $25.7M | 4.3% |
APPAppLovin Corp | 41.3K | −17.4% | $21.3M | 3.5% |
JILLJ.Jill, Inc. | 1.3M | +96.8% | $21.1M | 3.5% |
GCOGenesco Inc | 610K | +43.4% | $20.6M | 3.4% |
CURVTorrid Holdings Inc. | 9.8M | +1.2% | $18.4M | 3.1% |
CELHCelsius Holdings, Inc. | 606.5K | −61.4% | $17.8M | 2.9% |
RDDTReddit, Inc. | 83.7K | −74.5% | $14.5M | 2.4% |
TTMITTM Technologies Inc | 72.9K | New | $13.6M | 2.3% |
FIVEFive Below, Inc | 72.6K | New | $13.1M | 2.2% |
AAPAdvance Auto Parts Inc | 208.9K | New | $13M | 2.2% |
XPOFXponential Fitness, Inc. | 1.8M | New | $12.5M | 2.1% |
FLWS1 800 Flowers Com Inc | 3.6M | −33.7% | $12.4M | 2.1% |
NVDANVIDIA Corp | 60K | +160.9% | $12M | 2% |
AMZNAmazon Com Inc | 50K | −66.0% | $11.9M | 2% |
SIRISirius XM Holdings Inc. | 349.2K | New | $10.3M | 1.7% |
| 8.5M | New | $8.5M | 1.4% |
SESea Ltd | 75K | New | $7.2M | 1.2% |
WWWW International, Inc. | 422.5K | −45.8% | $6.8M | 1.1% |
VSTVistra Corp. | 41.2K | New | $6.5M | 1.1% |
EYENational Vision Holdings, Inc. | 255.8K | New | $4.9M | 0.8% |
AMCAMC Entertainment Holdings, Inc. | 2.2M | New | $4.2M | 0.7% |
DXLGDestination XL Group, Inc. | 5.8M | ±0% | $3.9M | 0.6% |
BLBlackline, Inc. | 125K | New | $3.5M | 0.6% |
LEVILevi Strauss & Co | 133.6K | New | $3.3M | 0.6% |
CVNACarvana Co. | 47.5K | New | $3.1M | 0.5% |
COMPCompass, Inc. | 230.1K | New | $2.8M | 0.5% |
BXDCBlackstone Digital Infrastructure Trust Inc. | 126.3K | New | $2.7M | 0.5% |
EGOEldorado Gold Corp | 82.9K | New | $2.6M | 0.4% |
FOSLFossil Group, Inc. | 537K | New | $2.2M | 0.4% |
BBWIBath & Body Works, Inc. | 74.4K | −94.1% | $1.7M | 0.3% |
REALTheRealReal, Inc. | 142.6K | New | $1.7M | 0.3% |
CPNGCoupang, Inc. | 95.8K | −94.3% | $1.7M | 0.3% |
ASOAcademy Sports & Outdoors, Inc. | 30K | New | $1.4M | 0.2% |
UAUnder Armour, Inc. | 201.6K | New | $1.3M | 0.2% |
BIDUBaidu, Inc. | 10K | ±0% | $1.1M | 0.2% |
JHXJames Hardie Industries plc | 40K | New | $1M | 0.2% |
BRUNBoost Run Inc. | 25.9K | New | $1M | 0.2% |
HCAHCA Healthcare, Inc. | 2.5K | New | $974.7K | 0.2% |
SHAKShake Shack Inc. | 15K | New | $840.3K | 0.1% |
RKTRocket Companies, Inc. | 53.2K | New | $838.5K | 0.1% |
VRAVera Bradley, Inc. | 102.9K | −87.1% | $400.3K | 0.1% |
