2026 Q2 Portfolio Activity
In 2026 Q2, Haveli Investment Management LLC maintained a portfolio of 4 distinct positions. The most significant new addition was FRESHWORKS INC, now representing 46.16% of the total fund value. They heavily accumulated shares in BLEND LABS INC, increasing the position by 72.3%.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
FRSH (46.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Haveli Investment Management LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FRSH
FRESHWORKS INC
|
Technology | 46.16% | — |
#1
Prev: #—
|
9.5 |
—
|
8,204,092 | — |
NEW
|
8,204,092 | $83,025,411 |
$10.12
+24.9%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CERT
CERTARA INC
|
Healthcare | 26.95% | — |
#2
Prev: #—
|
9.0 |
—
|
7,400,000 | — |
NEW
|
7,400,000 | $48,470,000 |
$6.55
+28.2%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
BLND
BLEND LABS INC
|
Technology | 17.77% | 100.00% |
#3
2
Prev: #1
|
8.0 |
—
|
7,844,794 | 72.3% |
P
S
|
18,693,667 | $31,966,171 |
$2.48
-46.4%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SPT
SPROUT SOCIAL I...
|
Technology | 9.12% | — |
#4
Prev: #—
|
7.6 |
—
|
2,172,852 | — |
NEW
|
2,172,852 | $16,405,033 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings