1888 Investments, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), 1888 Investments, LLC reported 3 stock positions worth $1.9 million. Its top holding was Gitlab Class A (GTLB) at 43.2% of the portfolio, followed by Seer (SEER, 41.6%) and Procore Technologies (PCOR, 15.2%). Compared with Q2 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in Gitlab Class A (GTLB) and the biggest sale an exit from Samsara Class A (IOT).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001885092
Portfolio Value
$1.9M (Q3 2025)
SEC Filing
0001885092-25-000006 ↗ filed Nov 5, 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 Q1 2025 Q2 2025: $1.7M Q2 2025 Q3 2025: $1.9M $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 · $1.9M

GTLB Gitlab Inc. Class A 43.17% 17,933 $808K New
SEER Seer Inc. 41.61% 359,143 $779K No change
PCOR Procore Technologies Inc. 15.22% 3,909 $285K No change

Portfolio Sells Q2 2025 → Q3 2025

IOT Samsara Inc. Class A Sold out 0.00% −40.63

Portfolio Buys Q2 2025 → Q3 2025

GTLB Gitlab Inc. Class A New 43.17% +43.17

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