Haveli Investment Management
Latest statistics and disclosures from Haveli Investment Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002022286
Tip: Access up to 7 years of quarterly data
Positions held by Haveli Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Haveli Investment Management
Haveli Investment Management holds 4 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Freshworks Class A Com (FRSH) | 46.2 | $83M | 8.2M | 10.12 |
|
|
| Certara Ord (CERT) | 26.9 | $49M | 7.4M | 6.55 |
|
|
| Blend Labs Cl A (BLND) | 17.8 | $32M | 19M | 1.71 |
|
|
| Sprout Social Com Cla (SPT) | 9.1 | $16M | 2.2M | 7.55 |
|
Past Filings by Haveli Investment Management
SEC 13F filings are viewable for Haveli Investment Management going back to 2026
- Haveli Investment Management 2026 Q2 filed Aug. 14, 2026