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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 68 项建仓 18增持 11减持 19清仓 20

方向

标的

Δ市值

现股数(环比)

清仓

— TILE SHOP HLDGS INC

-$77.8M

0 -100%

建仓

RSP INVESCO EXCHANGE TRADED FD T

+$67.0M

350,000

建仓

BRK/B BERKSHIRE HATHAWAY INC DEL

+$50.3M

100,000

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

CELH CELSIUS HLDGS INC

+$39.6M

1,177,720 +373%

减持

MU MICRON TECHNOLOGY INC

-$38.4M

44,000 -86%

减持

— ENVIRI CORP

-$24.9M

4,294,596 -47%

减持

BBWI BATH & BODY WORKS INC

-$24.9M

336,427 -73%

减持

FLWS 1 800 FLOWERS COM INC

-$22.8M

5,359,437 -44%

减持

SFIX STITCH FIX INC

-$20.3M

1,441,892 -78%

减持

AMD ADVANCED MICRO DEVICES INC

-$17.7M

87,185 -61%

清仓

CROX CROCS INC

-$16.6M

0 -100%

增持

AMZN AMAZON COM INC

+$12.9M

87,020 +168%

清仓

RH RH

-$12.1M

0 -100%

减持

RDDT REDDIT INC

-$10.7M

132,181 -26%

清仓

EYE NATIONAL VISION HLDGS INC

-$10.5M

0 -100%

建仓

SE SEA LTD

+$10.1M

79,000

增持

VFC V F CORP

+$9.3M

578,818 +624%

清仓

PCG PG&E CORP

-$8.1M

0 -100%

增持

CURV TORRID HLDGS INC

-$7.5M

9,904,856 +1%

建仓

TLN TALEN ENERGY CORP

+$6.9M

18,500

减持

TPR TAPESTRY INC

-$6.6M

106,662 -40%

建仓

TXRH TEXAS ROADHOUSE INC

+$6.4M

38,800

清仓

— SUPER GROUP SGHC LIMITED

-$6.2M

0 -100%

建仓

WING WINGSTOP INC

+$6.0M

25,000

清仓

TIGR UP FINTECH HLDG LTD

-$5.6M

0 -100%

清仓

VRA VERA BRADLEY INC

-$5.6M

0 -100%

增持

LOCO EL POLLO LOCO HLDGS INC

+$5.3M

745,140 +193%

清仓

MCD MCDONALDS CORP

-$5.1M

0 -100%

减持

DOCN DIGITALOCEAN HLDGS INC

+$5.0M

374,349 -2%

建仓

LEG LEGGETT & PLATT INC

+$4.9M

444,596

减持

JMIA JUMIA TECHNOLOGIES AG

+$4.3M

9,255,298 -3%

清仓

TPB TURNING PT BRANDS INC

-$3.9M

0 -100%

减持

BJRI BJS RESTAURANTS INC

-$3.8M

13,337 -91%

减持

BIDU BAIDU INC

-$3.5M

21,327 -55%

建仓

BURL BURLINGTON STORES INC

+$3.4M

11,900

清仓

GAP GAP INC

-$3.3M

0 -100%

增持

GCO GENESCO INC

-$3.2M

986,241 +3%

建仓

CAL CALERES INC

+$2.6M

214,811

清仓

MNRO MONRO INC

-$2.5M

0 -100%

减持

JILL J JILL INC

-$2.2M

538,599 -4%

增持

BABA ALIBABA GROUP HLDG LTD

+$2.2M

35,300 +109%

增持

BLMN BLOOMIN BRANDS INC

+$2.1M

524,140 +246%

增持

FOSL FOSSIL GROUP INC

+$1.8M

642,043 +181%

清仓

LTM LATAM AIRLINES GROUP SA

-$1.6M

0 -100%

建仓

SPY SPDR S&P 500 ETF TR

+$1.5M

2,267

清仓

NKE NIKE INC

-$1.5M

0 -100%

建仓

CMG CHIPOTLE MEXICAN GRILL INC

+$1.5M

40,000

建仓

SG SWEETGREEN INC

+$1.4M

200,000

建仓

CPNG COUPANG INC

+$1.3M

55,000

清仓

JOE ST JOE CO

-$1.1M

0 -100%

建仓

PRMB PRIMO BRANDS CORPORATION

+$1.1M

65,000

清仓

ATI ATI INC

-$1.0M

0 -100%

建仓

OLPX OLAPLEX HLDGS INC

+$1.0M

763,328

清仓

MIR MIRION TECHNOLOGIES INC

-$1.0M

0 -100%

清仓

SIMO SILICON MOTION TECHNOLOGY CO

-$1.0M

0 -100%

建仓

— BBB FOODS INC

+$991.5K

29,695

清仓

TGT TARGET CORP

-$897.0K

0 -100%

减持

TLYS TILLYS INC

-$804.3K

8,058,268 -1%

减持

SWIM LATHAM GROUP INC

-$796.5K

175,162 -30%

减持

FNKO FUNKO INC

-$778.2K

5,248,709 -3%

清仓

PYPL PAYPAL HLDGS INC

-$670.6K

0 -100%

建仓

GRPN GROUPON INC

+$616.4K

35,000

减持

PZZA PAPA JOHNS INTL INC

-$583.7K

10,581 -49%

建仓

WW WW INTL INC

+$485.0K

16,600

增持

PLAY DAVE & BUSTERS ENTMT INC

-$432.8K

453,909 +6%

增持

— SIGNET JEWELERS LIMITED

-$229.2K

25,000 +4%

减持

GOOS CANADA GOOSE HLDGS INC

-$164.0K

136,416 -3%

减持

AVBP ARRIVENT BIOPHARMA INC

-$51.3K

565,851 -9%