1888 Investments is an investment fund managing more than $1.28 billion ran by Kevin Taylor. There are currently 2 companies in Mr. Taylor’s portfolio. The largest investments include Braze Inc and Seer, together worth $1.28 billion.
As of 2nd August 2024, 1888 Investments’s top holding is 17,422 shares of Braze Inc currently worth over $677 million and making up 52.9% of the portfolio value.
In addition, the fund holds 359,143 shares of Seer worth $603 million, whose value fell 2.8% in the past six months.
Currently, 1888 Investments's portfolio is worth at least $1.28 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The 1888 Investments office and employees reside in Denver, Colorado. According to the last 13-F report filed with the SEC, Kevin Taylor serves as the Secretary at 1888 Investments.
In the most recent 13F filing, 1888 Investments revealed that it had opened a new position in
Braze Inc and bought 17,422 shares worth $677 million.
On the other hand, there are companies that 1888 Investments is getting rid of from its portfolio.
1888 Investments closed its position in GitLab on 9th August 2024.
It sold the previously owned 13,565 shares for $791 million.
The two most similar investment funds to 1888 Investments are Bridger Management and Payden & Rygel. They manage $1.29 billion and $1.27 billion respectively.
1888 Investments’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Health Care — making up 47.1% of
the total portfolio value.
The fund focuses on investments in the United States as
50.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
approximately 0.1% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $391 million.
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| GitLab Inc. |
Closed
13,565
|
$791,111,000 | |
| Braze Inc |
Opened
17,422
|
$676,670,000 | 52.86% |
| Seer, Inc. |
No change
359,143
|
$603,360,000 | 47.14% |
| No transactions found | |||
| Showing first 500 out of 3 holdings | |||