1888 Investments, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), 1888 Investments, LLC reported 3 stock positions worth $4.3 million. Its top holding was Gitlab Class A (GTLB) at 43.9% of the portfolio, followed by Sentinelone Class A (S, 36.8%) and Seer (SEER, 19.3%). Compared with Q3 2024, it opened 2 new positions and sold out of 1. The biggest buy was a new position in Gitlab Class A (GTLB) and the biggest sale an exit from Braze Class A (BRZE).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001885092
Portfolio Value
$4.3M (Q4 2024)
SEC Filing
0001885092-25-000001 ↗ filed Feb 12, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $1.5M Q1 2024 Q2 2024: $1.3M Q2 2024 Q3 2024: $1.8M Q3 2024 Q4 2024: $4.3M $4.3M Q4 2024 Q1 2025: $1.6M Q1 2025 Q2 2025: $1.7M Q2 2025 Q3 2025: $1.9M Q3 2025 Q4 2025: $10.3M Q4 2025 Q1 2026: $63.0M Q1 2026 Q2 2026: $56.5M Q2 2026

Holdings 3 stocks · $4.3M

GTLB Gitlab Inc. Class A 43.88% 33,498 $1.9M New
S Sentinelone Inc. Class A 36.84% 71,382 $1.6M New
SEER Seer Inc. 19.28% 359,143 $830K No change

Portfolio Sells Q3 2024 → Q4 2024

BRZE Braze Inc. Class A Sold out 0.00% −60.73

Portfolio Buys Q3 2024 → Q4 2024

GTLB Gitlab Inc. Class A New 43.88% +43.88
S Sentinelone Inc. Class A New 36.84% +36.84

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$56.5MSPTS, VOO, INFQ, CHYM, SEER
Q1 2026 3$63.0MSPTS, CRCL, SEER
Q4 2025 2$10.3MCRCL, SEER
Q3 2025 3$1.9MGTLB, SEER, PCOR
Q2 2025 3$1.7MSEER, IOT, PCOR
Q1 2025 3$1.6MDDOG, SEER, PCOR
Q4 2024 3$4.3MGTLB, S, SEER
Q3 2024 2$1.8MBRZE, SEER
Q2 2024 2$1.3MBRZE, SEER
Q1 2024 2$1.5MGTLB, SEER