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HIM

Haveli Investment Management Portfolio holdings

AUM $18.4M
This Fund
S&P 500
This Quarter Est. Return
-16.71%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$33M
AUM Growth
–
Cap. Flow
+$34.6M
Cap. Flow %
104.92%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BLND icon
Blend Labs
BLND
+$34.6M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLND icon
1
Blend Labs
BLND
$395M
$33M 100%
+10,848,873
New +$34.6M

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Haveli Investment Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Haveli Investment Management, which disclosed 1 position worth $33M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Blend Labs: 10,848,873 shares worth $33M.

By sector, the portfolio is most concentrated in Technology at 100% of assets.

  • Haveli Investment Management's largest Q4 2025 buy was Blend Labs: 10,848,873 shares worth $33M.
  • Haveli Investment Management's ten largest holdings make up 100% of its $33M portfolio in Q4 2025.
  • Haveli Investment Management disclosed 1 position in Q4 2025, its first 13F filing on record.

Based on Haveli Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.