Haveli Investment Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Haveli Investment Management LLC reported 4 stock positions worth $179.9 million. Its top holding was Freshworks Class A (FRSH) at 46.2% of the portfolio, followed by Certara (CERT, 26.9%) and Blend Labs Class A (BLND, 17.8%). Compared with Q1 2026, it opened 3 new positions and added to 1. The biggest buy was a new position in Freshworks Class A (FRSH).

Most Recent 13F
Q2 2026
Location
AUSTIN, TX
CIK
0002022286
Portfolio Value
$179.9M (Q2 2026)
SEC Filing
0002022286-26-000004 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $33.0M Q4 2025 Q1 2026: $18.4M Q1 2026 Q2 2026: $179.9M $179.9M Q2 2026

Holdings 4 stocks · $179.9M
FRSH Freshworks Inc. Class A 46.16% 8,204,092 $83.0M New
CERT Certara Inc. 26.95% 7,400,000 $48.5M New
BLND Blend Labs Inc. Class A 17.77% 18,693,667 $32.0M Add +72.3%
SPT Sprout Social Inc. Class A 9.12% 2,172,852 $16.4M New

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
FRSH Freshworks Inc. Class A New 46.16% +46.16
CERT Certara Inc. New 26.95% +26.95
SPT Sprout Social Inc. Class A New 9.12% +9.12
BLND Blend Labs Inc. Class A Add +72.3% 17.77% −82.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$179.9MFRSH, CERT, BLND, SPT
Q1 2026 1$18.4MBLND
Q4 2025 1$33.0MBLND