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Haveli Investment Management LLC

4 holdingsFiling period: 2026-06-30Current AUM: $216.0Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1FRSHFRESHWORKS INC8.20M$83.0M$103.9M48.09%--2026-06-30
2CERTCERTARA INC7.40M$48.5M$62.2M28.78%--2026-06-30
3BLNDBLEND LABS INC18.69M$32.0M$25.4M11.77%+7.84M2026-06-30
4SPTSPROUT SOCIAL INC2.17M$16.4M$24.5M11.35%--2026-06-30
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