Haveli Investment Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Haveli Investment Management Llc disclosed 4 stock positions valued at approximately $179.87M as of quarter-end June 30, 2026. The largest holdings include FRESHWORKS INC, CERTARA INC, and BLEND LABS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 4
- Portfolio Value
- $179.87M
Holdings by Sector
Haveli Investment Management Llc Portfolio Holdings in Q2 2026
4 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FRESHWORKS INC | FRSH | Technology | 46.16% | 8,204,092 | +8,204,092 | +100.00% | $83,025,411 |
| CERTARA INC | CERT | Healthcare | 26.95% | 7,400,000 | +7,400,000 | +100.00% | $48,470,000 |
| BLEND LABS INC | BLND | Technology | 17.77% | 18,693,667 | +7,844,794 | +72.31% | $31,966,171 |
| SPROUT SOCIAL INC | SPT | Technology | 9.12% | 2,172,852 | +2,172,852 | +100.00% | $16,405,033 |