| Fund Name: | Fund 1 Investments |
| Manager | Jonathan Lennon |
| Portfolio Value | $872,025,460 |
| Change This QTR | +1.07% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CTRN | 2,573,486 | $111,483,414 | 12.78% | |||
| 2. | JMIA | 12,325,000 | $85,042,500 | +41% | 9.75% | ||
| 3. | CELH | 1,571,764 | $55,766,187 | +34% | 6.4% | ||
| 4. | Mosaic CoCALL | MOS | 2,020,000 | $51,510,000 | NEW | 5.91% | |
| 5. | VFC | 2,853,537 | $48,481,594 | +393% | 5.56% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2026-04-21 | ||||
| 2026-02-19 | ||||
| 2026-02-17 | ||||
| 2026-02-17 | ||||
| 2025-12-16 |