Position in JMIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,299,757
-$19,742,743 QoQ
Shares Held
9,262,377
-24.8% QoQ
Ownership
7.44%
of shares outstanding
% of Portfolio
11.48%
of 13F equity value
Holder Rank
#1
of 134 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JMIA Over Time
Shares Held
Position Value (USD)
Derivatives in JMIA
reported options exposure · as of Dec 31, 2025CallValue
$6,245,000
CallShares
500,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Fund 1 Investments, LLC holds $86,067,653 across 4 Internet Retail names. JMIA ranks #1 (75.9% of the industry book) .
All Filings in JMIA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,599,515 | 18,524,754 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $65,299,757 | 9,262,377 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $85,042,500 | 12,325,000 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $170,085,000 | 24,650,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,245,000 | 500,000 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $109,353,672 | 8,755,298 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $76,512,837 | 6,590,253 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $34,830,000 | 3,000,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $6,432,000 | 1,600,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $6,807,061 | 1,693,299 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||