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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 65 项建仓 28增持 14减持 10清仓 13

方向

标的

Δ市值

现股数(环比)

清仓

XRT SPDR SER TR

-$158.0M

0 -100%

减持

TPR TAPESTRY INC

-$65.8M

841,146 -61%

建仓

— LIBERTY GLOBAL LTD

+$61.3M

3,516,903

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。

建仓

IWM ISHARES TR

+$57.6M

283,900

减持

— HIBBETT INC

-$33.0M

575,753 -47%

清仓

— SHARKNINJA INC

-$31.1M

0 -100%

增持

VFC V F CORP

+$25.8M

1,998,174 +2564%

增持

FNKO FUNKO INC

+$24.0M

4,807,092 +31%

建仓

PZZA PAPA JOHNS INTL INC

+$24.0M

510,000

增持

ZUMZ ZUMIEZ INC

+$18.9M

984,022 +4724%

清仓

AMZN AMAZON COM INC

-$18.0M

0 -100%

建仓

EYE NATIONAL VISION HLDGS INC

+$13.5M

1,033,710

建仓

— SIGNET JEWELERS LIMITED

+$13.1M

146,651

增持

LOCO EL POLLO LOCO HLDGS INC

+$12.4M

2,056,340 +84%

清仓

CROX CROCS INC

-$12.0M

0 -100%

建仓

PLAY DAVE & BUSTERS ENTMT INC

+$10.4M

261,079

增持

— TILE SHOP HLDGS INC

+$9.6M

8,116,801 +22%

建仓

M MACYS INC

+$9.5M

495,010

清仓

— CARNIVAL CORP

-$8.7M

0 -100%

增持

CTRN CITI TRENDS INC

+$8.6M

2,541,986 +52%

增持

SFIX STITCH FIX INC

+$7.6M

1,887,835 +1788%

减持

PAR PAR TECHNOLOGY CORP

-$7.5M

39,434 -81%

增持

DLTR DOLLAR TREE INC

+$7.4M

106,200 +256%

增持

CURV TORRID HLDGS INC

+$6.4M

1,494,027 +53%

增持

JILL J JILL INC

+$5.8M

317,519 +90%

建仓

MDU MDU RES GROUP INC

+$5.5M

219,980

减持

QQQ INVESCO QQQ TR

+$5.5M

196,800 -2%

增持

TLYS TILLYS INC

-$4.9M

7,851,380 +2%

清仓

PLCE CHILDRENS PL INC NEW

-$4.6M

0 -100%

减持

SNAP SNAP INC

-$4.5M

647,819 -51%

建仓

FIVE FIVE BELOW INC

+$4.5M

41,028

增持

FLWS 1 800 FLOWERS COM INC

+$4.3M

3,707,811 +30%

建仓

PLNT PLANET FITNESS INC

+$3.9M

53,318

清仓

CVNA CARVANA CO

-$3.5M

0 -100%

建仓

XPOF XPONENTIAL FITNESS INC

+$3.1M

196,025

清仓

TWLO TWILIO INC

-$3.1M

0 -100%

减持

VRA VERA BRADLEY INC

-$2.9M

2,875,855 -7%

建仓

PRKS UNITED PARKS & RESORTS INC

+$2.7M

49,345

建仓

UPWK UPWORK INC

+$2.5M

235,000

建仓

SONO SONOS INC

+$2.5M

166,524

建仓

AEO AMERICAN EAGLE OUTFITTERS INC

+$2.4M

122,705

增持

— ZUORA INC

+$2.3M

1,072,274 +17%

增持

BJRI BJS RESTAURANTS INC

-$2.2M

2,335,701 +1%

清仓

— SMARTSHEET INC

-$1.9M

0 -100%

建仓

FWRG FIRST WATCH RESTAURANT GROUP

+$1.7M

97,305

减持

ANGO ANGIODYNAMICS INC

-$1.6M

245,138 -54%

清仓

— PERRIGO CO PLC

-$1.5M

0 -100%

建仓

GO GROCERY OUTLET HLDG CORP

+$1.5M

68,000

建仓

— 2SEVENTY BIO INC

+$1.5M

388,416

建仓

WWW WOLVERINE WORLD WIDE INC

+$1.5M

107,604

减持

— HERBALIFE LTD

-$1.1M

670,099 -17%

建仓

— R1 RCM INC

+$1.1M

85,000

建仓

ARWR ARROWHEAD PHARMACEUTICALS INC

+$1.0M

39,400

减持

RRGB RED ROBIN GOURMET BURGERS INC

-$1.0M

319,675 -28%

清仓

— CARDLYTICS INC

-$971.1K

0 -100%

建仓

NKE NIKE INC

+$941.1K

12,487

建仓

BBWI BATH & BODY WORKS INC

+$715.2K

18,315

清仓

TV GRUPO TELEVISA S A B

-$640.0K

0 -100%

减持

DXLG DESTINATION XL GROUP INC

-$570.0K

5,732,261 -4%

建仓

ASO ACADEMY SPORTS & OUTDOORS INC

+$461.7K

8,670

建仓

BBBY BEYOND INC

+$457.8K

35,000

清仓

TTI TETRA TECHNOLOGIES INC DEL

-$443.0K

0 -100%

建仓

GIII G III APPAREL GROUP LTD

+$270.7K

10,000

建仓

MTCH MATCH GROUP INC NEW

+$9.1K

300

建仓

WRBY WARBY PARKER INC

+$5.4K

334