# Haveli Investment Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2022286. Source: https://holderbook.com/funds/2022286-haveli-investment-management-llc/

- Reported value: $179.9M
- Positions: 4
- Weight of the ten largest: 100.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| FRESHWORKS INC | [FRSH](https://holderbook.com/stocks/FRSH/) | $83.0M | 8,204,092 | 46.2% | 1 |
| CERTARA INC | [CERT](https://holderbook.com/stocks/CERT/) | $48.5M | 7,400,000 | 26.9% | 1 |
| BLEND LABS INC | [BLND](https://holderbook.com/stocks/BLND/) | $32.0M | 18,693,667 | 17.8% | 3 |
| SPROUT SOCIAL INC | [SPT](https://holderbook.com/stocks/SPT/) | $16.4M | 2,172,852 | 9.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $179.9M | 4 |
| Q1 2026 | $18.4B | 1 |
| Q4 2025 | $33.0M | 1 |