Haveli Investment Management LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Haveli Investment Management LLC reported 1 stock position worth $18.4 million . Its top holding was Blend Labs Class A (BLND) at 100.0% of the portfolio. Its holdings were unchanged from Q4 2025.
Location AUSTIN, TX
CIK 0002022286
Portfolio Value $18.4M (Q1 2026) Holdings 1 stocks · $18.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 BLND Blend Labs Inc. Class A 10,848,873 $18.4M No change
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ None this quarter.
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ None this quarter.
Notes & Other Activity Q4 2025 → Q1 2026 Security Class Change vs Q4 2025 Shares / Principal Value ▼ BASE Couchbase Inc. COM Sold out 0 $0before exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 4 $179.9M FRSH, CERT, BLND, SPT Q1 2026 1 $18.4M BLND Q4 2025 1 $33.0M BLND