Haveli Investment Management
AUSTIN, TXfiles as Haveli Investment Management LLC
$180m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 82.2% of the portfolio this quarter.
Value
$180m
Stocks
4
Top 10 share
100.0%
Turnover
82.2%
What changed this quarter
New
Bought for the first time this quarter.
- FreshworksFRSH46.2% of the fund
- CertaraCERT26.9% of the fund
- Sprout SocialSPT9.1% of the fund
Added
Bought more of a stock they already held.
- Blend LabsBLND17.8% of the fund+72%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| FreshworksFRSH | 46.2% | $83m | 8,204,092 | New |
| CertaraCERT | 26.9% | $48m | 7,400,000 | New |
| Blend LabsBLND | 17.8% | $32m | 18,693,667 | +72% |
| Sprout SocialSPT | 9.1% | $16m | 2,172,852 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 445.4% since 31 December 2025.
Where the money is
Technology100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.