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CIK: 0002022286
Total reported value
$179.9M
$179.9M
1 檔
10.3%
In Q1 2026, Haveli Investment Management LLC's U.S. equity holdings reached a combined market value of $179.9M, distributed across 1 disclosed stock positions.
During Q1 2026, Haveli Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BLND | Blend Labs Inc-a | Stock-Other | 100.00% | -82.23% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLND | Blend Labs Inc-a | — | — | Unchanged |
| 2 | BASE | Couchbase Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Haveli Investment Management LLC reported a total U.S. public equity portfolio value of $179.9M across 1 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BLND) accounted for 10.3% of total reported equity market value during Q1 2026.
During Q1 2026, Haveli Investment Management LLC's top holdings by market value included BLND (100.0%). The largest single position, BLND, represented 100.0% of total portfolio value.
In Q1 2026, Haveli Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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