1y return−5.7%S&P 500 +20.9%
3y return+21.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $91 against $157 in the S&P 500.2
1888 Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPTSSpdr Series Trust | $28.4M | 50.4% | −43.7% |
| VOOVanguard Index Fds | $21.3M | 37.8% | New |
| INFQInfleqtion Inc | $4.4M | 7.8% | New |
| CHYMChime Finl Inc | $1.7M | 3.0% | New |
| SEERSeer Inc | $596K | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPTSSpdr Series Trust | March 31, 2026 | −0.6% | $28.4M |
| SEERSeer Inc | December 31, 2021 | −92.7% | $596K |
Sold off last quarter
- CRCLCircle Internet Group Inc. was $11.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −6.8% | +14.8% |
| March 31, 2026 | +18.5% | −4.6% |
| December 31, 2025 | −13.8% | +2.4% |
| September 30, 2025 | −1.0% | +7.8% |
| June 30, 2025 | +26.8% | +10.5% |
| March 31, 2025 | −19.1% | −4.6% |
| December 31, 2024 | +24.7% | +2.1% |
| September 30, 2024 | −0.7% | +5.4% |
| June 30, 2024 | −13.3% | +4.0% |
| March 31, 2024 | −4.8% | +10.0% |
| December 31, 2023 | +14.3% | +11.2% |
| September 30, 2023 | +7.7% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +3.9% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −3.6% | −5.3% |
| June 30, 2022 | −21.0% | −16.5% |
| March 31, 2022 | −16.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 1888 Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1885092&type=13F-HR&dateb=&owner=include&count=40CIK 1885092
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1885092/000188509226000003/Filed August 12, 2026 · accession 0001885092-26-000003