1888 Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), 1888 Investments, LLC reported 3 stock positions worth $1.7 million. Its top holding was Seer (SEER) at 44.0% of the portfolio, followed by Samsara Class A (IOT, 40.6%) and Procore Technologies (PCOR, 15.3%). Compared with Q1 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Samsara Class A (IOT) and the biggest sale an exit from Datadog Class A (DDOG).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0001885092
- Portfolio Value
- $1.7M (Q2 2025)
- SEC Filing
- 0001885092-25-000005 ↗ filed Aug 8, 2025
Holdings Value
Holdings 3 stocks · $1.7M
Portfolio Sells Q1 2025 → Q2 2025
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −45.28 |
Portfolio Buys Q1 2025 → Q2 2025
| IOT Samsara Inc. Class A | New | 40.63% | +40.63 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $56.5M | SPTS, VOO, INFQ, CHYM, SEER |
| Q1 2026 | 3 | $63.0M | SPTS, CRCL, SEER |
| Q4 2025 | 2 | $10.3M | CRCL, SEER |
| Q3 2025 | 3 | $1.9M | GTLB, SEER, PCOR |
| Q2 2025 | 3 | $1.7M | SEER, IOT, PCOR |
| Q1 2025 | 3 | $1.6M | DDOG, SEER, PCOR |
| Q4 2024 | 3 | $4.3M | GTLB, S, SEER |
| Q3 2024 | 2 | $1.8M | BRZE, SEER |
| Q2 2024 | 2 | $1.3M | BRZE, SEER |
| Q1 2024 | 2 | $1.5M | GTLB, SEER |