Haveli Investment Management LLC

hedge fundUpdated 28 days ago

Managed by Haveli Investment Management Llc • Latest filing Q2 2026

Portfolio value

$179.9M

Q2 2026

Filings

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

—

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table

Period	Portfolio value
Q4 2025	$33M
Q1 2026	$18.4M
Q2 2026	$179.9M

Top holdings

4 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	F FRSH FRESHWORKS INC	$83M	8.20M	46.16%	—
2	C CERT CERTARA INC	$48.5M	7.40M	26.95%	—
3	B BLND BLEND LABS INC	$32M	18.69M	17.77%	—
4	S SPT SPROUT SOCIAL INC	$16.4M	2.17M	9.12%	—

1.FRSH

FRESHWORKS INC

Value

$83M

8.20M

% Port

46.16%

2.CERT

CERTARA INC

Value

$48.5M

7.40M

% Port

26.95%

3.BLND

BLEND LABS INC

Value

$32M

18.69M

% Port

17.77%

4.SPT

SPROUT SOCIAL INC

Value

$16.4M

2.17M

% Port

9.12%

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