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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
+1.56%
1 Year Est. Return
-26.65%
3 Year Est. Return
-40.78%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.87M
AUM Growth
+$128K
Cap. Flow
+$111K
Cap. Flow %
5.95%
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
1

Top Buys

Rank Stock Value
1
GTLB icon
GitLab
GTLB
+$820K

Top Sells

Rank Stock Value
1
IOT icon
Samsara
IOT
+$709K

Sector Composition

Rank Sector Weight
1 Technology 58.39%
2 Healthcare 41.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTLB icon
1
GitLab
GTLB
$5.75B
$808K 43.17%
+17,933
New +$820K
SEER icon
2
Seer Inc
SEER
$114M
$779K 41.61%
359,143
– –
PCOR icon
3
Procore
PCOR
$7.57B
$285K 15.22%
3,909
– –
IOT icon
4
Samsara
IOT
$22.6B
– –
-17,822
Closed -$709K

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KA
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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 Q3 2025 Portfolio in Review

As of Q3 2025, 1888 Investments held 4 positions worth $1.87M, up 7.3% from $1.74M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

1888 Investments deployed $111K of net new capital in Q3 2025, opening 1 new position. Its largest new stake was GitLab: 17,933 shares worth $808K.

By sector, the portfolio is most concentrated in Technology at 58% of assets, up from 56% a quarter earlier, followed by Healthcare.

On the sell side, the most notable exit was Samsara, an estimated $709K sold.

  • 1888 Investments's largest Q3 2025 buy was GitLab: 17,933 shares worth $808K.
  • 1888 Investments fully exited Samsara in Q3 2025, selling an estimated $709K.
  • 1888 Investments's ten largest holdings make up 100% of its $1.87M portfolio in Q3 2025.
  • 1888 Investments opened 1 new position and closed 1 in Q3 2025.
  • 1888 Investments's portfolio value rose 7.3% quarter-over-quarter to $1.87M.

Based on 1888 Investments's 13F filing for Q3 2025, filed 5 Nov 2025.