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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
+13.82%
1 Year Est. Return
-26.65%
3 Year Est. Return
-40.78%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.74M
AUM Growth
+$164K
Cap. Flow
+$20.7K
Cap. Flow %
1.19%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
IOT icon
Samsara
IOT
+$737K

Top Sells

Rank Stock Value
1
DDOG icon
Datadog
DDOG
+$716K

Sector Composition

Rank Sector Weight
1 Technology 55.96%
2 Healthcare 44.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEER icon
1
Seer Inc
SEER
$114M
$769K 44.04%
359,143
– –
IOT icon
2
Samsara
IOT
$22.6B
$709K 40.63%
+17,822
New +$737K
PCOR icon
3
Procore
PCOR
$7.57B
$267K 15.33%
3,909
– –
DDOG icon
4
Datadog
DDOG
$94B
– –
-7,215
Closed -$716K

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CSTB
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HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
AC
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BGPJL
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CIR
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LC
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1888 Investments's Q2 2025 Portfolio in Review

As of Q2 2025, 1888 Investments held 4 positions worth $1.74M, up 10% from $1.58M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

1888 Investments's Q2 2025 filing shows 1 new and 1 closed positions. Its largest new stake was Samsara: 17,822 shares worth $709K. The largest sale was Datadog, an estimated $716K.

By sector, the portfolio is most concentrated in Technology at 56% of assets, down from 62% a quarter earlier, followed by Healthcare.

  • 1888 Investments's largest Q2 2025 buy was Samsara: 17,822 shares worth $709K.
  • 1888 Investments fully exited Datadog in Q2 2025, selling an estimated $716K.
  • 1888 Investments's ten largest holdings make up 100% of its $1.74M portfolio in Q2 2025.
  • 1888 Investments opened 1 new position and closed 1 in Q2 2025.
  • 1888 Investments's portfolio value rose 10% quarter-over-quarter to $1.74M.

Based on 1888 Investments's 13F filing for Q2 2025, filed 8 Aug 2025.