DOSSIER · 13F-HR · Q2 2026

Haveli Investment Management LLC

$180M in tracked AUM across 4 positions as of Q2 2026.

HI
CIK 0002022286 · last filed Jun 30, 2026
Total AUM
$180M
as of Q2 2026
Holdings
4
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Haveli Investment Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FRSH
FRESHWORKS INC
$83M8.2M46.2%
02
CERT
CERTARA INC
$48M7.4M26.9%
03
BLND
BLEND LABS INC
$32M18.7M17.8%
04
SPT
SPROUT SOCIAL INC
$16M2.2M9.1%

Filing history

2026Q2Jun 30
$180M 445.4%
4 positionsView →
2025Q4Dec 31
$33M
2 positionsView →