13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001493152-23-004830
Total Value
$85.8M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REGENERON PHARMACEUTICALS | REGN | 7,740 | $5.6M | 6.51% |
| 2 | RLI CORP | RLI | 42,193 | $5.5M | 6.46% |
| 3 | DEERE & CO | DE | 11,748 | $5.0M | 5.87% |
| 4 | HUBSPOT INC | HUBS | 16,770 | $4.8M | 5.65% |
| 5 | NOVO NORDISK A S | NONOF | 30,672 | $4.2M | 4.84% |
| 6 | CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS | CDNS | 24,754 | $4.0M | 4.64% |
| 7 | NVIDIA CORPORATION | NVDA | 25,775 | $3.8M | 4.39% |
| 8 | ALNYLAM PHARMACEUTICALS INC | ALNY | 15,628 | $3.7M | 4.33% |
| 9 | TEXAS INSTRS INC | 882508104 | 21,516 | $3.6M | 4.14% |
| 10 | INTUIT | INTU | 8,668 | $3.4M | 3.93% |
| 11 | FIRST REP BK SAN FRANCISCO C | 33616C100 | 27,054 | $3.3M | 3.84% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 7,064 | $3.2M | 3.76% |
| 13 | APPLE INC | AAPL | 24,190 | $3.1M | 3.66% |
| 14 | EOG RES INC | EOG | 23,964 | $3.1M | 3.62% |
| 15 | KKR & CO INC | KKRT | 66,080 | $3.1M | 3.58% |
| 16 | ADOBE SYSTEMS INCORPORATED | ADBE | 8,339 | $2.8M | 3.27% |
| 17 | MARKEL CORP | MKL | 2,037 | $2.7M | 3.13% |
| 18 | PALANTIR TECHNOLOGIES INC | PLTR | 408,002 | $2.6M | 3.05% |
| 19 | NVR INC | NVR | 544 | $2.5M | 2.93% |
| 20 | PULTE GROUP INC | 745867101 | 49,348 | $2.2M | 2.62% |
| 21 | PROCORE TECHNOLOGIES INC | PCOR | 45,319 | $2.1M | 2.49% |
| 22 | TRUPANION INC | TRUP | 38,530 | $1.8M | 2.14% |
| 23 | TESLA INC | TSLA | 11,913 | $1.5M | 1.71% |
| 24 | ASANA INC | ASAN | 102,937 | $1.4M | 1.65% |
| 25 | MICROSOFT CORP | MSFT | 4,406 | $1.1M | 1.23% |
| 26 | ATLASSIAN CORP | TEAM | 7,611 | $979,383 | 1.14% |
| 27 | SPROUT SOCIAL INC | SPT | 8,799 | $496,792 | 0.58% |
| 28 | ALPHABET INC | GOOG | 5,615 | $495,411 | 0.58% |
| 29 | SALESFORCE INC | CRM | 3,734 | $495,091 | 0.58% |
| 30 | SNOWFLAKE INC | SNOW | 3,421 | $491,050 | 0.57% |
| 31 | SERVICENOW INC | NOW | 1,263 | $490,385 | 0.57% |
| 32 | MONGODB INC | MDB | 2,489 | $489,935 | 0.57% |
| 33 | GITLAB INC | GTLB | 10,574 | $480,483 | 0.56% |
| 34 | BOX INC | BXCAP | 13,779 | $428,940 | 0.50% |
| 35 | BLACKROCK INC | BLK | 459 | $325,261 | 0.38% |
| 36 | AIRBNB INC | ABNB | 3,615 | $309,083 | 0.36% |
| 37 | ZSCALER INC | ZS | 1,190 | $133,161 | 0.16% |