1888 Investments, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), 1888 Investments, LLC reported 2 stock positions worth $10.3 million. Its top holding was Circle Internet (CRCL) at 93.6% of the portfolio, followed by Seer (SEER, 6.4%). Compared with Q3 2025, it opened 1 new position and sold out of 2. The biggest buy was a new position in Circle Internet (CRCL) and the biggest sale an exit from Gitlab Class A (GTLB).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001885092
Portfolio Value
$10.3M (Q4 2025)
SEC Filing
0001885092-26-000001 ↗ filed Feb 11, 2026

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 Q3 2025 Q4 2025: $10.3M $10.3M Q4 2025 Q1 2026: $63.0M Q1 2026 Q2 2026: $56.5M Q2 2026

Holdings 2 stocks · $10.3M

CRCL Circle Internet Group Inc. 93.63% 121,821 $9.7M New
SEER Seer Inc. 6.37% 359,143 $657K No change

Portfolio Sells Q3 2025 → Q4 2025

GTLB Gitlab Inc. Class A Sold out 0.00% −43.17
PCOR Procore Technologies Inc. Sold out 0.00% −15.22

Portfolio Buys Q3 2025 → Q4 2025

CRCL Circle Internet Group Inc. New 93.63% +93.63

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