F1I
JMIA

Fund 1 Investments’s Jumia Technologies JMIA Stock Holding History

Fund 1 Investments’s Portfolio JMIA Stock Details JMIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-500,000
Closed -$6.25M – 76
2025
Q4 		$6.25M Sell
500,000
-2,500,000
-83% -$28.9M 0.76% 29
2025
Q3 		$34.8M Buy
3,000,000
+1,400,000
+88% +$10.2M 3.87% 8
2025
Q2 		$6.43M Buy
+1,600,000
New +$4.52M 0.52% 34

Other funds holding JMIA

PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Fund 1 Investments's JMIA Position: Q1 2026 in Review

Fund 1 Investments increased its Jumia Technologies (JMIA) stake by 41% in Q1 2026, buying an estimated $36M and bringing the position to 12,325,000 shares worth $85M. The position accounts for 9.75% of the portfolio, ranked #2.

Fund 1 Investments first reported a position in JMIA in Q2 2025 and has held it in 4 quarters since. The position peaked at $109M in Q4 2025. 148 funds tracked by Wall St. Rank hold JMIA as of Q1 2026.

  • Fund 1 Investments held 12,325,000 shares of Jumia Technologies worth $85M as of Q1 2026.
  • Fund 1 Investments bought 3,569,702 Jumia Technologies shares in Q1 2026, an estimated $36M.
  • Jumia Technologies made up 9.75% of Fund 1 Investments's portfolio in Q1 2026, its #2 holding.
  • Fund 1 Investments first reported a position in Jumia Technologies in Q2 2025 and has held it in 4 quarters since.
  • Fund 1 Investments's Jumia Technologies position peaked at $109M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Jumia Technologies as of Q1 2026.

Based on Fund 1 Investments's 13F filing for Q1 2026, filed 15 May 2026.