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Institutional

Haveli Investment Management LLC

CIK 0002022286
$18.4M
Reported AUM
1
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Haveli Investment Management LLC · Q1 2026

AI · grounded in 13F

Haveli Investment Management LLC reduced its single existing position during the quarter. The fund currently manages $18.4M in total assets. No new positions were added to the portfolio.

Portfolio · Q1 2026

BLND$18.4MHL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1BLNDBLEND LABS INC$18.4M100.00%—HELD
2BASECOUCHBASE, INC.——0EXITED

Source: SEC EDGAR · accession 0002022286-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.