Q2 2026 13F filing
Updated 27 days ago47 disclosed positions worth $603.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CTRN CITI TRENDS INC | $105.5M | 1.82M | 17.49% | — |
| 2 | J JMIA JUMIA TECHNOLOGIES AG | $65.3M | 9.26M | 10.83% | — |
| 3 | T TDGMW TILLYS INC | $33.8M | 8.06M | 5.61% | — |
| 4 | F FNKO FUNKO INC | $31.1M | 5.28M | 5.15% | — |
| 5 | G GO GROCERY OUTLET HLDG CORP | $27.3M | 2.73M | 4.52% | — |
| 6 | A APP APPLOVIN CORP | $25.8M | 500.0K | 4.27% | — |
| 7 | P PUMP PROPETRO HLDG CORP | $25.7M | 1.79M | 4.27% | — |
| 8 | A APP APPLOVIN CORP | $21.3M | 41.3K | 3.52% | — |
| 9 | ? N/A J JILL INC | $21.1M | 1.33M | 3.50% | — |
| 10 | G GCO GENESCO INC | $20.6M | 610.0K | 3.42% | — |
| 11 | C CURV TORRID HLDGS INC | $18.4M | 9.85M | 3.05% | — |
| 12 | C CELH CELSIUS HLDGS INC | $17.8M | 606.5K | 2.94% | — |
| 13 | R RDDT REDDIT INC | $14.5M | 83.7K | 2.41% | — |
| 14 | T TTMI TTM TECHNOLOIES INC | $13.6M | 72.9K | 2.26% | — |
| 15 | F FIVE FIVE BELOW INC | $13.1M | 72.6K | 2.17% | — |
| 16 | A AAP ADVANCE AUTO PARTS INCC | $13M | 208.9K | 2.16% | — |
| 17 | ? N/A XPONENTIAL FITNESS INC | $12.5M | 1.81M | 2.07% | — |
| 18 | F FLWS 1 800 FLOWERS COM INC | $12.4M | 3.55M | 2.05% | — |
| 19 | N NVDA NVIDIA CORPORATION | $12M | 60.0K | 1.99% | — |
| 20 | A AMZN AMAZON COM INC | $11.9M | 50.0K | 1.98% | — |
| 21 | S SIRI SIRIUSXM HOLDINGS INC | $10.3M | 349.2K | 1.71% | — |
| 22 | G GO GROCERY OUTLET HLDG CORP | $8.5M | 8.50M | 1.41% | — |
| 23 | S SE SEA LTD | $7.2M | 75.0K | 1.19% | — |
| 24 | W WW WW INTL INC | $6.8M | 422.5K | 1.12% | — |
| 25 | V VST VISTRA CORP | $6.5M | 41.2K | 1.08% | — |
| 26 | E EYE NATIONAL VISION HLDGS INC | $4.9M | 255.8K | 0.81% | — |
| 27 | A AMC AMC ENTMT HLDGS INC | $4.2M | 2.21M | 0.70% | — |
| 28 | D DXLG DESTINATION XL GROUP INC | $3.9M | 5.76M | 0.64% | — |
| 29 | B BL BLACKLINE INC | $3.5M | 125.0K | 0.58% | — |
| 30 | L LEVI LEVI STRAUSS & CO NEW | $3.3M | 133.6K | 0.55% | — |
| 31 | C CVNA CARVANA CO | $3.1M | 47.5K | 0.52% | — |
| 32 | C CONE COMPASS INC | $2.8M | 230.1K | 0.47% | — |
| 33 | B BXDC BLACKSTONE DIGITAL INFRASTRU | $2.7M | 126.3K | 0.45% | — |
| 34 | E EGO ELDORADO GOLD CORP NEW | $2.6M | 82.9K | 0.43% | — |
| 35 | F FWRD FOSSIL GROUP INC | $2.2M | 537.0K | 0.37% | — |
| 36 | B BBWI BATH & BODY WORKS INC | $1.7M | 74.4K | 0.29% | — |
| 37 | ? N/A THE REALREAL INC | $1.7M | 142.6K | 0.28% | — |
| 38 | C CPNG COUPANG INC | $1.7M | 95.8K | 0.28% | — |
| 39 | A ASO ACADEMY SPORTS & OUTDOORS IN | $1.4M | 30.0K | 0.23% | — |
| 40 | U UNFI UNDER ARMOUR INC | $1.3M | 201.6K | 0.21% | — |
| 41 | B BAIDF BAIDU INC | $1.1M | 10.0K | 0.19% | — |
| 42 | J JHIUF JAMES HARDIE INDS PLC | $1M | 40.0K | 0.17% | — |
| 43 | B BRUNW BOOST RUN INC | $1M | 25.9K | 0.17% | — |
| 44 | H HCA HCA HEALTHCARE INC | $975K | 2.5K | 0.16% | — |
| 45 | S SHAK SHAKE SHACK INC | $840K | 15.0K | 0.14% | — |
| 46 | R RKLB ROCKET COS INC | $838K | 53.2K | 0.14% | — |
| 47 | ? N/A VERA BRADLEY INC | $400K | 102.9K | 0.07% | — |