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§ 13F · FUND PROFILE

Haveli Investment Management LLC.

AUM · $180M (13F)Positions · 4Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$148M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1FRSHFRESHWORKS INC8.20M$83M46.2%NEW
2CERTCERTARA INC7.40M$48M26.9%NEW
3BLNDBLEND LABS INC18.69M$32M17.8%+72%
4SPTSPROUT SOCIAL INC2.17M$16M9.1%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE HAVELI SIGNAL

AC read

Haveli Investment Management LLC is a Other fund managing $180 million in assets. The fund runs a focused portfolio of just 4 positions.

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