13F Pro

Haveli Investment Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2022286
Institutional-grade research for retail investors

13F AUM

ⓘ

$18.4M

Holdings

1

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Haveli Investment Management LLC's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Technology

$18.4M

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Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

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Available Analysis

13F Pro tracks comprehensive institutional data for Haveli Investment Management LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

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AI-Powered Hedge Fund Analysis: Haveli Investment Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Haveli Investment Management LLC (SEC CIK: 2022286), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Haveli Investment Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 6,000+ ranked companies.