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Home > Institutional Investor > Haveli Investment Management Llc > Profile

Instuitional Investor - Haveli Investment Management Llc

Fund Profile
Filing Period:
Fund Name: Haveli Investment Management Llc
Portfolio Value $179,866,615
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Freshworks Inc.
 FRSH 8,204,092 $83,025,411 46.16%
2.
Certara Inc.
 CERT 7,400,000 $48,470,000 26.95%
3.
Blend Labs Inc.
 BLND 18,693,667 $31,966,171 17.77%
4.
Sprout Social Inc.
 SPT 2,172,852 $16,405,033 9.12%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.