Haveli Investment Management LLC holds a concentrated book of 4 stocks worth $179.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Freshworks Inc-CL A. Their largest long position is Freshworks Inc-CL A at 46% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Haveli Investment Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 4 / 4 | $276.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4 / 4 | $192.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | 4 / 4 | $142.7M |
| STATE STREET CORP | 4 / 4 | $111.8M |
| GEODE CAPITAL MANAGEMENT, LLC | 4 / 4 | $96.8M |
| Ken Griffin | 4 / 4 | $69.9M |
| GOLDMAN SACHS GROUP INC | 4 / 4 | $47.8M |
| AQR CAPITAL MANAGEMENT LLC | 4 / 4 | $45.0M |
Ranked by how many of Haveli Investment Management LLC's top 4 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Freshworks Inc CLASS A COM | $83.0M | 8.20M | 46.2% | ▲New New position | |
| 2 | Certara Inc COM | $48.5M | 7.40M | 26.9% | ▲New New position | |
| 3 | Blend Labs Inc CL A | $32.0M | 18.69M | 17.8% | ▲+72% Added · +7.8M sh | |
| 4 | Sprout Social Inc COM CLA | $16.4M | 2.17M | 9.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2022286/holdings"
Use Arkolith to show Haveli Investment Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.