Institutional Manager · CIK 0001885092
1888 Investments, LLC
DENVER, CO · File #028-21818
Latest AUM
$10.3M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | CIRCLE INTERNET GROUP INC. | CRCL | +121,821 | +$9.7M | $0 |
| EXITED | GITLAB INC | 37637K108 | -17,933 | -$808,420 | $0 |
| EXITED | PROCORE TECHNOLOGIES INC | 74275K108 | -3,909 | -$285,044 | $0 |
| REDUCE | SEER INC | SEER | 0 | $0 | -$122,108 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $10.3M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $1.9M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $1.7M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $1.6M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $4.3M
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $1.8M
- 13F HOLDINGS REPORTQ/E Jun 20242 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $77.8M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CIRCLE INTERNET GROUP INC. | CRCL | 121,821 | $9.7M | 93.63% |
| 2 | SEER INC | SEER | 359,143 | $657,232 | 6.37% |