Haveli Investment Management LLC - Portfolio Stock Holdings

Haveli Investment Management LLC disclosed 4 stock positions in a recent SEC 13F filing. $179,866,614 of stock holdings were filed, with the largest holdings including FRSH, CERT, and BLND. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $6,031,090,979 and has 51 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.