1888 Investments, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), 1888 Investments, LLC reported 3 stock positions worth $1.6 million. Its top holding was Datadog Class A (DDOG) at 45.3% of the portfolio, followed by Seer (SEER, 38.4%) and Procore Technologies (PCOR, 16.3%). Compared with Q4 2024, it opened 2 new positions and sold out of 2. The biggest buy was a new position in Datadog Class A (DDOG) and the biggest sale an exit from Gitlab Class A (GTLB).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001885092
Portfolio Value
$1.6M (Q1 2025)
SEC Filing
0001885092-25-000003 ↗ filed May 6, 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 Q4 2024 Q1 2025: $1.6M $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 · $1.6M

DDOG Datadog Inc. Class A 45.28% 7,215 $716K New
SEER Seer Inc. 38.39% 359,143 $607K No change
PCOR Procore Technologies Inc. 16.33% 3,909 $258K New

Portfolio Sells Q4 2024 → Q1 2025

GTLB Gitlab Inc. Class A Sold out 0.00% −43.88
S Sentinelone Inc. Class A Sold out 0.00% −36.84

Portfolio Buys Q4 2024 → Q1 2025

DDOG Datadog Inc. Class A New 45.28% +45.28
PCOR Procore Technologies Inc. New 16.33% +16.33

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