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Haveli Investment Management - Q2 2026 13F Filings

HA

Haveli Investment Management LLC

CIK: 0002022286
Address: Texas Austin 405 Colorado St., Suite 1600
$179.87 M
Portfolio Value
4
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. FRSH Freshworks
+$83.03 M
2. CERT Certara
+$48.47 M
3. SPT Sprout Social
+$16.41 M
4. BLND Blend Labs
+$13.41 M

Top Sells

Q2 2026

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
+875.25%
$179.87 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Haveli Investment Management Q2 2026 Filing Summary

Haveli Investment Management LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 179.87 M reflecting a +875.25% change from the prior quarter, spanning 4 assets. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 0 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Haveli Investment Management’s Q2 2026 Filing

Haveli Investment Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Haveli Investment Management reported a managed portfolio value of 179.87 M, consisting of 4 individual positions.

This page displays the raw filing documents. To see which stocks Haveli Investment Management bought or sold during Q2 2026, please visit Haveli Investment Management's Portfolio Analysis page.