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1888 Investments Portfolio holdings

AUM $63M
1-Year Est. Return 26.65%
This Fund
S&P 500
This Quarter Est. Return
+4.77%
1 Year Est. Return
-26.65%
3 Year Est. Return
-40.78%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.3M
AUM Growth
+$2.5M
Cap. Flow
+$2.68M
Cap. Flow %
62.31%
Top 10 Hldgs %
100%
Holding
4
New
2
Increased
–
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
GTLB icon
GitLab
GTLB
+$1.95M
2
S icon
SentinelOne
S
+$1.82M

Top Sells

Rank Stock Value
1
BRZE icon
Braze
BRZE
+$1.09M

Sector Composition

Rank Sector Weight
1 Technology 80.72%
2 Healthcare 19.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTLB icon
1
GitLab
GTLB
$5.75B
$1.89M 43.88%
+33,498
New +$1.95M
S icon
2
SentinelOne
S
$6.35B
$1.58M 36.84%
+71,382
New +$1.82M
SEER icon
3
Seer Inc
SEER
$114M
$830K 19.28%
359,143
– –
BRZE icon
4
Braze
BRZE
$3.02B
– –
-33,826
Closed -$1.09M

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CSTB
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HFCIV
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AC
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BGPJL
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CIR
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LC
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1888 Investments's Q4 2024 Portfolio in Review

As of Q4 2024, 1888 Investments held 4 positions worth $4.3M, up 139% from $1.8M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

1888 Investments deployed $2.68M of net new capital in Q4 2024, opening 2 new positions. Its largest new stake was GitLab: 33,498 shares worth $1.89M.

By sector, the portfolio is most concentrated in Technology at 81% of assets, up from 61% a quarter earlier, followed by Healthcare.

On the sell side, the most notable exit was Braze, an estimated $1.09M sold.

  • 1888 Investments's largest Q4 2024 buy was GitLab: 33,498 shares worth $1.89M.
  • 1888 Investments fully exited Braze in Q4 2024, selling an estimated $1.09M.
  • 1888 Investments's ten largest holdings make up 100% of its $4.3M portfolio in Q4 2024.
  • 1888 Investments opened 2 new positions and closed 1 in Q4 2024.
  • 1888 Investments's portfolio value rose 139% quarter-over-quarter to $4.3M.

Based on 1888 Investments's 13F filing for Q4 2024, filed 12 Feb 2025.