1888 Investments, LLC
CIK 1885092 · View on SEC EDGAR ↗
- Portfolio value
- $56.5M
- Positions
- 5
- As of
- June 30, 2026
#8,666 of 9,443 by 13F value · top 91.8%
Portfolio value QoQ: -10.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 5
- Effective number of positions
- 2.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 45.92% Est. buys $27,425,468 · sells $33,670,252
Median holding: 1.0 quarters Tracked Q4 2024–Q2 2026 · 45.5% still held
- New positions
- 3
- Increased
- 0
- Decreased
- 1
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.8%
Financial Services
3.0%
Healthcare
1.1%
Other/Unmapped
88.2%
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPTS | $28,432,991 | 50.36% | 980,110 | $-22,343,127 | Down ×1 | ||
| VOO | $21,332,319 | 37.79% | 31,060 | Up ×1 | |||
| INFQ Infleqtion, Inc. Common Stock | $4,415,673 | 7.82% | 331,507 | Up ×1 | |||
| CHYM Chime Financial, Inc. - Class A Common Stock | $1,677,476 | 2.97% | 81,908 | Up ×1 | |||
| SEER Seer, Inc. - Class A Common Stock | $596,177 | 1.06% | 359,143 | $-7,183 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPTS | Trimmed | -760K | -$22.3M |
| SEER | Price move only | +0 | -$7K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CRCL | June 30, 2026 | 121,821 | $11,622,942 | 46.8% |
| GTLB | March 31, 2025 | 33,498 | $1,887,612 | -13.0% |
| S | March 31, 2025 | 71,382 | $1,584,680 | 12.7% |
| GTLB | Dec. 31, 2025 | 17,933 | $808,420 | 8.9% |
| DDOG | June 30, 2025 | 7,215 | $715,800 | 71.1% |
| IOT | Sept. 30, 2025 | 17,822 | $708,959 | 2.6% |
| PCOR | Dec. 31, 2025 | 3,909 | $285,044 | -14.5% |