Haveli Investment Management LLC 13F Holdings · Q2 2026
Haveli Investment Management LLC reported 4 securities worth $179.87M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FRSH (46.16%), CERT (26.95%), BLND (17.77%). Among its top 25 positions this quarter: 3 new, 1 added.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR