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Haveli Investment Management LLC

An institutional investment manager in AUSTIN, TX. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 2022286.

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Holdings: 4 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Haveli Investment Management LLC, holdings
IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Freshworks IncFRSHCLASS A COM35805410483.046.2%8,204,092New+8,204,092
Certara IncCERTCOM15687V10948.526.9%7,400,000New+7,400,000
Blend Labs IncBLNDCL A09352U10832.017.8%18,693,667Added+7,844,794
Sprout Social IncSPTCOM CLA85209W10916.49.1%2,172,852New+2,172,852

Source: SEC EDGAR, Form 13F-HR, accession 0002022286-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.