Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Haveli Investment Management LLC (CIK 2022286) reported $179.9M across 4 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FRSH ($83.0M, 46.16%), CERT ($48.5M, 26.95%), BLND ($32.0M, 17.77%), SPT ($16.4M, 9.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FRSH | FRESHWORKS INC | $83.0M | 46.16% | 8.2M | New |
| 2 | CERT | CERTARA INC | $48.5M | 26.95% | 7.4M | New |
| 3 | BLND | BLEND LABS INC | $32.0M | 17.77% | 18.7M | Added |
| 4 | SPT | SPROUT SOCIAL INC | $16.4M | 9.12% | 2.2M | New |
Source: SEC Form 13F filings · as of 2026-06-30