13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-017291
Total Value
$94.4M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUBSPOT INC | HUBS | 16,764 | $7.2M | 7.61% |
| 2 | REGENERON PHARMACEUTICALS | REGN | 7,875 | $6.5M | 6.85% |
| 3 | CADENCE DESIGN SYSTEM INC | CDNS | 24,790 | $5.2M | 5.52% |
| 4 | DEERE & CO | DE | 11,747 | $4.9M | 5.14% |
| 5 | NVIDIA CORPORATION | NVDA | 16,936 | $4.7M | 4.98% |
| 6 | RLI CORP | RLI | 33,110 | $4.4M | 4.66% |
| 7 | APPLE INC | AAPL | 24,174 | $4.0M | 4.22% |
| 8 | NOVO-NORDISK A S | NONOF | 24,830 | $4.0M | 4.19% |
| 9 | TEXAS INSTRS INC | 882508104 | 21,210 | $3.9M | 4.18% |
| 10 | INTUIT | INTU | 8,675 | $3.9M | 4.10% |
| 11 | EOG RES INC | EOG | 32,293 | $3.7M | 3.92% |
| 12 | ADOBE SYSTEMS INCORPORATED | ADBE | 9,479 | $3.7M | 3.87% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 7,062 | $3.5M | 3.72% |
| 14 | KKR & CO INC | KKRT | 66,046 | $3.5M | 3.67% |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 407,977 | $3.4M | 3.65% |
| 16 | ALNYLAM PHARMACEUTICALS INC | ALNY | 15,716 | $3.1M | 3.33% |
| 17 | NVR INC | NVR | 544 | $3.0M | 3.21% |
| 18 | AMERICAN EXPRESS CO | AXP | 17,817 | $2.9M | 3.11% |
| 19 | PULTE GROUP INC | 745867101 | 49,381 | $2.9M | 3.05% |
| 20 | PROCORE TECHNOLOGIES INC | PCOR | 45,814 | $2.9M | 3.04% |
| 21 | MARKEL CORP | MKL | 2,110 | $2.7M | 2.85% |
| 22 | MICROSOFT CORP | MSFT | 8,607 | $2.5M | 2.63% |
| 23 | ASANA INC | ASAN | 95,669 | $2.0M | 2.14% |
| 24 | ATLASSIAN CORPORATION | TEAM | 5,079 | $869,372 | 0.92% |
| 25 | FIRST REP BK SAN FRANCISCO C | 33616C100 | 43,358 | $606,578 | 0.64% |
| 26 | SERVICENOW INC | NOW | 1,263 | $586,941 | 0.62% |
| 27 | ALPHABET INC | GOOG | 5,615 | $582,444 | 0.62% |
| 28 | MONGODB INC | MDB | 2,489 | $580,236 | 0.61% |
| 29 | SPROUT SOCIAL INC | SPT | 8,799 | $535,683 | 0.57% |
| 30 | SNOWFLAKE INC | SNOW | 3,421 | $527,826 | 0.56% |
| 31 | AIRBNB INC | ABNB | 3,615 | $449,706 | 0.48% |
| 32 | SALESFORCE INC | CRM | 1,869 | $373,389 | 0.40% |
| 33 | BOX INC | BXCAP | 13,779 | $369,139 | 0.39% |
| 34 | BLACKROCK INC | BLK | 349 | $233,523 | 0.25% |
| 35 | GITLAB INC | GTLB | 5,291 | $181,428 | 0.19% |
| 36 | ZSCALER INC | ZS | 904 | $105,614 | 0.11% |