Haven Private, LLC has filed its 13F-HR report, revealing a total portfolio value of approximately $253 million as of September 30, 2026. This filing is significant as it provides insight into the investment strategies and holdings of the firm, which operates in the investment management sector.
Founded in Florida, Haven Private, LLC is classified under the "other" entity type. The company has been active in filing various reports with the SEC, including its recent 13F-HR submissions. The latest filing, dated October 27, 2026, indicates a strategic approach to asset management, showcasing a diverse portfolio.
The filing states, "The total value of the securities held by the reporting manager is $253,489,132." This figure reflects the company's investment activities and its commitment to managing a substantial portfolio. Among the key holdings listed in the report are major companies like Apple Inc., Adobe Inc., and Advanced Micro Devices Inc., which highlight Haven's focus on technology and consumer sectors.
The report includes a total of 170 different securities, with significant investments in various industries. This broad diversification may serve to mitigate risks while capitalizing on growth opportunities across different market segments.
The filing may have implications for other firms in the investment management industry. As competitors analyze Haven's investment choices and strategies, they may adjust their own portfolios or strategies to remain competitive in the market. The report's details could influence investor sentiment and prompt discussions about asset allocation and investment trends.
Looking ahead, it remains to be seen how Haven Private, LLC will further adapt its investment strategies in response to market conditions and competitive pressures. The filing does not specify what actions the company will take next, leaving investors and analysts to speculate on future moves.
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