13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001493152-23-028399
Total Value
$99.1M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUBSPOT INC | HUBS | 14,573 | $7.8M | 7.82% |
| 2 | NVIDIA CORPORATION | NVDA | 13,640 | $5.8M | 5.82% |
| 3 | REGENERON PHARMACEUTICALS | REGN | 7,645 | $5.5M | 5.54% |
| 4 | DEERE & CO | DE | 12,714 | $5.2M | 5.20% |
| 5 | APPLE INC | AAPL | 26,245 | $5.1M | 5.13% |
| 6 | ADOBE SYSTEMS INCORPORATED | ADBE | 9,752 | $4.8M | 4.81% |
| 7 | RLI CORP | RLI | 34,755 | $4.7M | 4.78% |
| 8 | CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS | CDNS | 19,631 | $4.6M | 4.64% |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 272,531 | $4.2M | 4.21% |
| 10 | INTUIT | INTU | 8,838 | $4.0M | 4.08% |
| 11 | PULTE GROUP INC | 745867101 | 51,907 | $4.0M | 4.07% |
| 12 | NOVO NORDISK A S | NONOF | 24,830 | $4.0M | 4.05% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 7,057 | $3.8M | 3.83% |
| 14 | TEXAS INSTRS INC | 882508104 | 20,915 | $3.8M | 3.80% |
| 15 | EOG RES INC | EOG | 32,289 | $3.7M | 3.73% |
| 16 | KKR & CO INC | KKRT | 60,851 | $3.4M | 3.44% |
| 17 | AMERICAN EXPRESS CO | AXP | 19,506 | $3.4M | 3.43% |
| 18 | MICROSOFT CORP | MSFT | 9,143 | $3.1M | 3.14% |
| 19 | NVR INC | NVR | 468 | $3.0M | 3.00% |
| 20 | ALNYLAM PHARMACEUTICALS INC | ALNY | 15,245 | $2.9M | 2.92% |
| 21 | MARKEL GROUP INC | MKL | 1,987 | $2.7M | 2.77% |
| 22 | PROCORE TECHNOLOGIES INC | PCOR | 41,921 | $2.7M | 2.75% |
| 23 | ASANA INC | ASAN | 82,103 | $1.8M | 1.83% |
| 24 | NUCOR CORP | NUE | 8,500 | $1.4M | 1.41% |
| 25 | SERVICENOW INC | NOW | 2,197 | $1.2M | 1.25% |
| 26 | ALPHABET INC | GOOG | 6,901 | $826,050 | 0.83% |
| 27 | AIRBNB INC | ABNB | 3,616 | $463,427 | 0.47% |
| 28 | ATLASSIAN CORP PLC | TEAM | 2,485 | $417,008 | 0.42% |
| 29 | ADVANCED MICRO DEVICES INC | AMD | 3,621 | $412,468 | 0.42% |
| 30 | SPROUT SOCIAL INC | SPT | 4,486 | $207,074 | 0.21% |
| 31 | MONGODB INC | MDB | 503 | $206,728 | 0.21% |
| 32 | FIRST REP BK SAN FRANCISCO C | 33616C100 | 2,748 | $1,511 | 0.00% |