StockDriftsStockDriftsTop 4 Haveli Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FRSH | FRESHWORKS INC | 46.16% | 8.20M | $83.0M | new | $9.08(+39.43%) | 2026-06-30 | |
| CERT | CERTARA INC | 26.95% | 7.40M | $48.5M | new | $6.12(+30.83%) | 2026-06-30 | |
| BLND | BLEND LABS INC | 17.77% | 18.69M | $32.0M | +72.31%(+7.84M) | $2.65(-43.78%) | 2026-06-30 | |
| SPT | SPROUT SOCIAL INC | 9.12% | 2.17M | $16.4M | new | $6.55(+51.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -43.75% |
| Top 20 Holdings Unweighted | — | — | — | — | -21.58% |
Haveli Investment Management LLC reports $179.87M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are FRSH (46.2%), CERT (26.9%) and BLND (17.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -43.75% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Haveli Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2022286). View Haveli Investment Management LLC’s 13F filings on SEC