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1888 Investments 13F Portfolio

Portfolio Manager
1888 Investments LLC
Performance
-6.82% (2026 Q2)
AUM (13F)
$56.45M
# of Holdings
5
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

1888 Investments LLC Holdings Map

Top 5 1888 Investments LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPTS
SPDR SERIES TRUST
50.36%980.1K$28.4M
-43.68%(-759.99K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.74M shares2026-Q2: 980.1K shares
$29.23(-1.03%)
2026-06-30
VOO
VANGUARD INDEX FDS
37.79%31.1K$21.3Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 31.1K shares
$633.87(+12.17%)
2026-06-30
INFQ
INFLEQTION INC
7.82%331.5K$4.4Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 331.5K shares
$11.12(+5.13%)
2026-06-30
CHYM
CHIME FINL INC
2.97%81.9K$1.7Mnew2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 81.9K shares
$18.94(+64.26%)
2026-06-30
SEER
SEER INC
1.06%359.1K$596K
+0.00%(+0)
2025-Q2: 359.1K shares2025-Q3: 359.1K shares2025-Q4: 359.1K shares2026-Q1: 359.1K shares2026-Q2: 359.1K shares
$14.20(-84.79%)
2026-06-30

About 1888 Investments LLC’s portfolio

1888 Investments LLC reports $56.45M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are SPTS (50.4%), VOO (37.8%) and INFQ (7.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +21.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
SPTS — 50.4% ($28.43M)VOO — 37.8% ($21.33M)INFQ — 7.8% ($4.42M)CHYM — 3.0% ($1.68M)SEER — 1.1% ($596.2K)
100%in top 5
  • SPTS50.4%
  • VOO37.8%
  • INFQ7.8%
  • CHYM3.0%
  • SEER1.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
3
VOOVANGUARD INDEX FDS37.8%
INFQINFLEQTION INC7.8%
CHYMCHIME FINL INC3.0%
Trimmed
1
SPTSSPDR SERIES TRUST-43.7%

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Source filings

Holdings on this page are parsed from 1888 Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1885092). View 1888 Investments LLC’s 13F filings on SEC

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