AI Portfolio Summary
In 2025 Q4, 1888 Investments, LLC maintained a portfolio of 4 distinct positions. The most significant new addition to the portfolio was CIRCLE INTERNET GROU, which now represents 93.63% of the total fund value. Conversely, 1888 Investments, LLC completely exited their position in PROCORE TECHNOLOGIES.
Total Positions
4
Quarter
2025 Q4
Top Holding
CRCL (93.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CRCL
CIRCLE INTERNET...
|
Financial Services | 93.63% | — |
#1
Prev: #—
|
9.5 | 121,821 | no change |
NEW
|
121,821 | $9,660,405 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SEER
SEER INC
|
Healthcare | 6.37% | 41.61% |
#2
Prev: #2
|
5.0 | no change | no change |
P
S
|
359,143 | $657,232 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 0.00% | 15.22% |
Sold All 😨
(Was: #3) |
0.0 | -3,909 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GTLB
GITLAB INC
|
Technology | 0.00% | 43.17% |
Sold All 😨
(Was: #1) |
0.0 | -17,933 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-4 of 4 holdings