Institutional Manager · CIK 0002022286
Haveli Investment Management LLC
AUSTIN, TX · File #028-26523
Latest AUM
$33.0M
Positions
1
Top-10 Concentration
100.0%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | BLEND LABS INC | BLND | +10,848,873 | +$33.0M | $0 |
| REDUCE | COUCHBASE, INC. | 22207T101 | 0 | $0 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $33.0M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BLEND LABS INC | BLND | 10,848,873 | $33.0M | 100.00% |
| 2 | COUCHBASE, INC. | 22207T101 | 0 | $0 | 0.00% |