1888 Investments, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1885092) · Explore on the interactive board
1888 Investments, LLC disclosed 5 US equity positions worth $56.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 12, 2026). Its largest position is SPTS at 50.4% of the reported book, followed by VOO, INFQ. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 2 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 0, reduced 1 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does 1888 Investments, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 0 added, 1 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SPTS SPDR SERIES TRUST | 50.4% | $28.4m | 980,110 | -44% | reduced | |
| 2 | VOO VANGUARD INDEX FDS | 37.8% | $21.3m | 31,060 | – | new | |
| 3 | INFQ INFLEQTION INC | 7.8% | $4.4m | 331,507 | – | new | |
| 4 | CHYM CHIME FINL INC | Technology | 3.0% | $1.7m | 81,908 | – | new |
| 5 | SEER SEER INC | Healthcare | 1.1% | $596.2k | 359,143 | 0% | held |
What did 1888 Investments, LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| CRCL CIRCLE INTERNET GROUP INC. | 100.0% | $11.6m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 3.0% |
| Healthcare | 1.1% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is 1888 Investments, LLC's portfolio?
Across every quarter 1888 Investments, LLC has filed, its median largest position is 65.5% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 5.0 positions are still open and their final length is unknown.