Haveli Investment Management LLC
•CIK: 2022286•Filing: Q4 2025
Haveli Investment Management LLC manages $33M in assets, exhibiting a highly concentrated portfolio structure. The fund's current holdings are entirely allocated to a single position: BLND, representing 100% of the stated $33.0M AUM. This singular focus suggests a deeply conviction-driven, single-stock investment thesis within the listed sector.
Total AUM
$33.0M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
BLND
BLND100.0%
📈 Biggest Buys
BLND
BLEND LABS INC
NEW
100.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%