Haveli Investment Management LLC 13F holdings
Haveli Investment Management LLC reported 4 positions with a total reported value of $179.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: FRSH FRESHWORKS INC (46.2%), CERT CERTARA INC (26.9%), BLND BLEND LABS INC (17.8%), SPT SPROUT SOCIAL INC (9.1%). Against 2026-03-31 it opened 3 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
4 largest of 4 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FRSH FRESHWORKS INC | 8,204,092 | $83.0M | 46.2% |
| CERT CERTARA INC | 7,400,000 | $48.5M | 26.9% |
| BLND BLEND LABS INC | 18,693,667 | $32.0M | 17.8% |
| SPT SPROUT SOCIAL INC | 2,172,852 | $16.4M | 9.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BLND BLEND LABS INC | 10,848,873 | 18,693,667 | +72.3% | $32.0M |
Decreases
No position was decreased.
CIK 2022286 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
