13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001493152-25-006866
Total Value
$107.2M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 53,681 | $7.2M | 6.73% |
| 2 | RLI CORP | RLI | 43,662 | $7.2M | 6.71% |
| 3 | APPLE INC | AAPL | 28,043 | $7.0M | 6.55% |
| 4 | ALPHABET INC | GOOG | 37,070 | $7.0M | 6.55% |
| 5 | DEERE & CO | DE | 15,975 | $6.8M | 6.32% |
| 6 | MASTERCARD INCORPORATED | MA | 12,248 | $6.4M | 6.02% |
| 7 | MICROSOFT CORP | MSFT | 14,577 | $6.1M | 5.73% |
| 8 | AMERICAN EXPRESS CO | AXP | 19,748 | $5.9M | 5.47% |
| 9 | KKR & CO INC | KKRT | 32,826 | $4.9M | 4.53% |
| 10 | ADOBE INC | ADBE | 10,104 | $4.5M | 4.19% |
| 11 | TEXAS INSTRS INC | 882508104 | 22,349 | $4.2M | 3.91% |
| 12 | CADENCE DESIGN SYSTEM INC | CDNS | 13,345 | $4.0M | 3.74% |
| 13 | CUMMINS INC | CMI | 11,318 | $3.9M | 3.68% |
| 14 | ASML HOLDING N V | ASMLF | 5,513 | $3.8M | 3.57% |
| 15 | INTUIT | INTU | 6,042 | $3.8M | 3.54% |
| 16 | PULTE GROUP INC | 745867101 | 32,643 | $3.6M | 3.32% |
| 17 | EOG RES INC | EOG | 28,832 | $3.5M | 3.30% |
| 18 | NVR INC | NVR | 364 | $3.0M | 2.78% |
| 19 | STEEL DYNAMICS INC | STLD | 23,498 | $2.7M | 2.50% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 2,608 | $2.4M | 2.23% |
| 21 | NOVO-NORDISK A S | NONOF | 23,788 | $2.0M | 1.91% |
| 22 | REGENERON PHARMACEUTICALS | REGN | 2,323 | $1.7M | 1.54% |
| 23 | ISHARES TR | 464287200 | 2,513 | $1.5M | 1.38% |
| 24 | VISA INC | V | 4,174 | $1.3M | 1.23% |
| 25 | MERCK & CO INC | MRK | 12,634 | $1.3M | 1.17% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 3,000 | $719,130 | 0.67% |
| 27 | APPLIED MATLS INC | 038222105 | 3,824 | $621,897 | 0.58% |
| 28 | TRANE TECHNOLOGIES PLC | TT | 440 | $162,514 | 0.15% |