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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 75 项建仓 27增持 10减持 11清仓 27

方向

标的

Δ市值

现股数(环比)

减持

SPY SPDR S&P 500 ETF TR

-$322.2M

202,500 -75%

清仓

XNTK SPDR SER TR

-$310.9M

0 -100%

清仓

OEF ISHARES TR

-$249.4M

0 -100%

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。

减持

QQQ INVESCO QQQ TR

-$240.0M

330,000 -63%

建仓

XRT SPDR SERIES TRUST

+$115.6M

1,500,000

减持

BJRI BJS RESTAURANTS INC

-$62.3M

339,982 -85%

增持

— ENVIRI CORP

+$42.1M

7,674,443 +108%

清仓

AAP ADVANCE AUTO PARTS INC

-$41.2M

0 -100%

清仓

WEN WENDYS CO

-$39.7M

0 -100%

清仓

VSXY VICTORIAS SECRET AND CO

-$34.5M

0 -100%

减持

RH RH

-$32.0M

42,160 -75%

建仓

U UNITY SOFTWARE INC

+$29.6M

1,222,119

建仓

GAP GAP INC

+$28.7M

1,316,301

建仓

IWM ISHARES TR

+$27.0M

125,000

建仓

MU MICRON TECHNOLOGY INC

+$22.9M

186,000

增持

CURV TORRID HLDGS INC

-$20.1M

10,433,112 +12%

建仓

RDDT REDDIT INC

+$18.9M

125,735

减持

EYE NATIONAL VISION HLDGS INC

+$17.6M

3,240,710 -27%

增持

SFIX STITCH FIX INC

+$14.4M

9,943,821 +45%

建仓

JMIA JUMIA TECHNOLOGIES AG

+$13.2M

3,293,299

减持

ZUMZ ZUMIEZ INC

-$13.1M

495,557 -63%

减持

FNKO FUNKO INC

-$13.0M

4,773,887 -8%

增持

BBWI BATH & BODY WORKS INC

+$12.8M

1,038,416 +72%

建仓

VYX NCR VOYIX CORPORATION

+$11.7M

1,000,996

建仓

AVBP ARRIVENT BIOPHARMA INC

+$11.5M

528,395

清仓

BOOT BOOT BARN HLDGS INC

-$10.7M

0 -100%

清仓

— FERRARI N V

-$10.7M

0 -100%

建仓

CROX CROCS INC

+$8.6M

84,671

建仓

— HERBALIFE LTD

+$8.5M

985,000

清仓

SOLV SOLVENTUM CORP

-$7.3M

0 -100%

建仓

CELH CELSIUS HLDGS INC

+$6.8M

146,500

减持

DBI DESIGNER BRANDS INC

-$6.7M

1,000,000 -60%

清仓

MDB MONGODB INC

-$6.2M

0 -100%

建仓

FIVE FIVE BELOW INC

+$6.0M

45,500

清仓

AEO AMERICAN EAGLE OUTFITTERS IN

-$5.8M

0 -100%

减持

— SIGNET JEWELERS LIMITED

-$4.4M

54,791 -63%

清仓

— INDIVIOR PLC

-$4.1M

0 -100%

建仓

RKT ROCKET COS INC

+$3.9M

278,000

建仓

AMD ADVANCED MICRO DEVICES INC

+$3.5M

25,000

建仓

BABA ALIBABA GROUP HLDG LTD

+$3.4M

30,000

清仓

PTON PELOTON INTERACTIVE INC

-$3.2M

0 -100%

建仓

— SHARKNINJA INC

+$3.0M

30,000

建仓

RELY REMITLY GLOBAL INC

+$3.0M

157,500

减持

LOCO EL POLLO LOCO HLDGS INC

-$2.4M

189,444 -75%

建仓

NGVT INGEVITY CORP

+$2.4M

54,770

增持

TPR TAPESTRY INC

+$2.2M

25,800 +5060%

减持

GCO GENESCO INC

-$2.2M

1,074,472 -2%

建仓

WWW WOLVERINE WORLD WIDE INC

+$2.0M

108,925

建仓

BZH BEAZER HOMES USA INC

+$1.9M

87,012

建仓

SWIM LATHAM GROUP INC

+$1.6M

250,824

建仓

TEM TEMPUS AI INC

+$1.6M

25,000

增持

FLWS 1 800 FLOWERS COM INC

-$1.4M

9,527,250 +16%

清仓

VSTS VESTIS CORPORATION

-$1.3M

0 -100%

增持

JILL J JILL INC

-$1.2M

936,248 +23%

建仓

BBBY BEYOND INC

+$1.2M

172,119

增持

NTGR NETGEAR INC

+$1.1M

71,615 +79%

建仓

JOE ST JOE CO

+$1.0M

21,649

清仓

DKS DICKS SPORTING GOODS INC

-$1.0M

0 -100%

建仓

SHOO MADDEN STEVEN LTD

+$719.4K

30,000

建仓

CAL CALERES INC

+$685.7K

56,116

增持

— TILE SHOP HLDGS INC

-$594.1K

12,859,012 +1%

增持

FOSL FOSSIL GROUP INC

+$283.9K

270,034 +168%

清仓

AZO AUTOZONE INC

-$133.4K

0 -100%

清仓

BFAM BRIGHT HORIZONS FAM SOL IN D

-$119.5K

0 -100%

清仓

CBRL CRACKER BARREL OLD CTRY STOR

-$116.5K

0 -100%

清仓

MA MASTERCARD INCORPORATED

-$109.6K

0 -100%

清仓

UBER UBER TECHNOLOGIES INC

-$109.3K

0 -100%

清仓

SGI SOMNIGROUP INTERNATIONAL INC

-$89.8K

0 -100%

清仓

AMZN AMAZON COM INC

-$76.1K

0 -100%

清仓

ULTA ULTA BEAUTY INC

-$73.3K

0 -100%

清仓

KR KROGER CO

-$67.7K

0 -100%

清仓

SHAK SHAKE SHACK INC

-$52.9K

0 -100%

清仓

— VIKING HOLDINGS LTD

-$39.8K

0 -100%

清仓

SBUX STARBUCKS CORP

-$39.2K

0 -100%

清仓

MCD MCDONALDS CORP

-$31.2K

0 -100%