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Fund 1 Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fund 1 Investments, LLC
报告期 2026-03-31 · CIK 0001959730
持仓数
66
前50大市值合计
$861.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 80 项
建仓 31
增持 16
减持 10
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
—
RUTHS HOSPITALITY GROUP INC
-$18.5M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$15.4M
0
-100%
减持
FLWS
1 800 FLOWERS COM INC
-$12.3M
744,112
-53%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AMZN
AMAZON COM INC
+$11.8M
110,000
+340%
减持
—
PLAYA HOTELS & RESORTS N V
-$7.4M
207,452
-78%
减持
VRA
VERA BRADLEY INC
-$7.2M
1,288,805
-50%
清仓
HVT
HAVERTY FURNITURE COS INC
-$6.8M
0
-100%
减持
GDEN
GOLDEN ENTMT INC
-$6.4M
172,603
-45%
增持
PLCE
CHILDRENS PL INC NEW
-$5.7M
553,878
+20%
增持
TLYS
TILLYS INC
+$5.4M
6,359,483
+25%
清仓
SBH
SALLY BEAUTY HLDGS INC
-$5.3M
0
-100%
增持
CTRN
CITI TRENDS INC
+$5.2M
321,626
+1240%
增持
—
HERBALIFE LTD
+$5.1M
1,670,359
+58%
增持
VNCE
VINCE HLDG CORP
-$4.9M
1,236,476
+0%
建仓
REAL
THE REALREAL INC
+$3.8M
1,726,359
建仓
WWW
WOLVERINE WORLD WIDE INC
+$3.8M
259,537
清仓
HIMS
HIMS & HERS HEALTH INC
-$3.5M
0
-100%
清仓
COTY
COTY INC
-$3.4M
0
-100%
建仓
SPHR
SPHERE ENTERTAINMENT CO
+$3.2M
117,149
减持
—
TILE SHOP HLDGS INC
+$3.2M
4,270,930
-2%
清仓
EAT
BRINKER INTL INC
-$3.0M
0
-100%
建仓
SWBI
SMITH & WESSON BRANDS INC
+$2.7M
208,416
建仓
—
CAPRI HOLDINGS LIMITED
+$2.3M
62,700
清仓
NWSA
NEWS CORP NEW
-$2.2M
0
-100%
建仓
—
SIGNET JEWELERS LIMITED
+$2.2M
33,700
清仓
PRSU
VIAD CORP
-$2.1M
0
-100%
清仓
—
HANESBRANDS INC
-$2.0M
0
-100%
建仓
CVNA
CARVANA CO
+$1.8M
69,222
清仓
PRG
PROG HOLDINGS INC
-$1.8M
0
-100%
建仓
SNAP
SNAP INC
+$1.7M
140,000
建仓
SHOE
SHOE CARNIVAL INC
+$1.5M
65,351
建仓
DBI
DESIGNER BRANDS INC
+$1.5M
151,846
建仓
ZUMZ
ZUMIEZ INC
+$1.5M
90,307
清仓
SSD
SIMPSON MFG INC
-$1.4M
0
-100%
建仓
GOOG
ALPHABET INC
+$1.2M
10,000
清仓
—
MADISON SQUARE GRDN ENTERTNM
-$1.2M
0
-100%
增持
DXLG
DESTINATION XL GROUP INC
-$1.1M
1,910,578
+0%
建仓
ACMR
ACM RESH INC
+$1.1M
81,967
增持
PLBY
PLBY GROUP INC
+$1.1M
860,066
+352%
建仓
AEO
AMERICAN EAGLE OUTFITTERS IN
+$1.1M
90,000
建仓
W
WAYFAIR INC
+$1.0M
16,090
建仓
—
BORR DRILLING LTD
+$1.0M
136,000
清仓
ROG
ROGERS CORP
-$1.0M
0
-100%
清仓
BJRI
BJS RESTAURANTS INC
-$1.0M
0
-100%
清仓
CRM
SALESFORCE COM INC
-$998.9K
0
-100%
增持
ARHS
ARHAUS INC
+$957.4K
280,827
+18%
建仓
M
MACYS INC
+$882.8K
55,000
增持
—
FOOT LOCKER INC
+$853.2K
94,973
+119%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$833.5K
10,000
减持
SONO
SONOS INC
-$802.7K
72,593
-28%
增持
JILL
J JILL INC
+$743.6K
1,108,100
+25%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$678.8K
10,000
减持
PINS
PINTEREST INC
-$676.1K
80,700
-24%
减持
VLRS
CONTROLADORA VUELA COMP DE A
-$650.0K
88,384
-42%
清仓
FRPT
FRESHPET INC
-$613.4K
0
-100%
清仓
—
PETIQ INC
-$560.6K
0
-100%
建仓
—
FIVERR INTL LTD
+$520.2K
20,000
清仓
KSS
KOHLS CORP
-$503.8K
0
-100%
清仓
DDOG
DATADOG INC
-$494.1K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$493.6K
50,000
-9%
建仓
—
HIBBETT INC
+$489.7K
13,495
增持
EZPW
EZCORP INC
+$472.6K
119,274
+95%
增持
PRPL
PURPLE INNOVATION INC
+$464.7K
322,800
+97%
减持
FTCHQ
FARFETCH LTD
-$454.2K
176,072
-43%
建仓
—
CARDLYTICS INC
+$433.6K
68,603
增持
—
NORDSTROM INC
+$354.4K
65,000
+8%
建仓
GRPN
GROUPON INC
+$317.4K
53,700
清仓
ROST
ROSS STORES INC
-$298.8K
0
-100%
建仓
RRGB
RED ROBIN GOURMET BURGERS IN
+$293.8K
21,242
清仓
PLAY
DAVE & BUSTERS ENTMT INC
-$244.7K
0
-100%
建仓
SVV
SAVERS VALUE VLG INC
+$237.0K
10,000
增持
—
ALTERYX INC
+$185.2K
30,000
+50%
清仓
PR
PERMIAN RESOURCES CORP
-$157.5K
0
-100%
建仓
STKS
THE ONE GROUP HOSPITALITY IN
+$107.8K
14,725
增持
CURV
TORRID HLDGS INC
-$74.7K
50,804
+2%
建仓
BKE
BUCKLE INC
+$72.7K
2,100
建仓
GIII
G III APPAREL GROUP LTD
+$51.0K
2,646
建仓
VFC
V F CORP
+$47.7K
2,500
建仓
—
PFSWEB INC
+$18.3K
4,053
建仓
ASO
ACADEMY SPORTS & OUTDOORS IN
+$4.9K
90
