ACM
NAVN

AH Capital Management’s Navan Inc NAVN Stock Holding History

AH Capital Management’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374M Buy
28,218,676
+1,023,312
+4% +$12.2M 28.95% 1
2025
Q4 		$464M Buy
+27,195,364
New +$432M 29.4% 2

Other funds holding NAVN

LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CM
Cosmic Management West Hollywood, California $229M AUM
NTIC
Napean Trading & Investment Company Singapore $233M AUM 51.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

AH Capital Management's NAVN Position: Q1 2026 in Review

AH Capital Management increased its Navan Inc (NAVN) stake by 3.8% in Q1 2026, buying an estimated $12.2M and bringing the position to 28,218,676 shares worth $374M. The position accounts for 28.95% of the portfolio, ranked #1.

AH Capital Management first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $464M in Q4 2025. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • AH Capital Management held 28,218,676 shares of Navan Inc worth $374M as of Q1 2026.
  • AH Capital Management bought 1,023,312 Navan Inc shares in Q1 2026, an estimated $12.2M.
  • Navan Inc made up 28.95% of AH Capital Management's portfolio in Q1 2026, its #1 holding.
  • AH Capital Management first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
  • AH Capital Management's Navan Inc position peaked at $464M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on AH Capital Management's 13F filing for Q1 2026, filed 15 May 2026.