13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001493152-25-011980
Total Value
$103.2M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 55,120 | $8.7M | 8.44% |
| 2 | MASTERCARD INCORPORATED | MA | 11,282 | $6.3M | 6.14% |
| 3 | MICROSOFT CORP | MSFT | 12,617 | $6.3M | 6.08% |
| 4 | AMERICAN EXPRESS CO | AXP | 18,327 | $5.8M | 5.66% |
| 5 | ALPHABET INC | GOOG | 31,942 | $5.6M | 5.45% |
| 6 | KKR & CO INC | KKRT | 42,277 | $5.6M | 5.45% |
| 7 | RLI CORP | RLI | 72,618 | $5.2M | 5.08% |
| 8 | ASML HOLDING N V | ASMLF | 6,242 | $5.0M | 4.85% |
| 9 | APPLE INC | AAPL | 24,042 | $4.9M | 4.78% |
| 10 | DEERE & CO | DE | 9,212 | $4.7M | 4.54% |
| 11 | INTUIT | INTU | 5,425 | $4.3M | 4.14% |
| 12 | TEXAS INSTRS INC | 882508104 | 20,382 | $4.2M | 4.10% |
| 13 | PULTE GROUP INC | 745867101 | 39,796 | $4.2M | 4.07% |
| 14 | CUMMINS INC | CMI | 10,551 | $3.5M | 3.35% |
| 15 | ADOBE INC | ADBE | 8,506 | $3.3M | 3.19% |
| 16 | CADENCE DESIGN SYSTEM INC | CDNS | 10,160 | $3.1M | 3.03% |
| 17 | STEEL DYNAMICS INC | STLD | 22,199 | $2.8M | 2.75% |
| 18 | VISA INC | V | 6,826 | $2.4M | 2.35% |
| 19 | NOVO-NORDISK A S | NONOF | 31,125 | $2.1M | 2.08% |
| 20 | S&P GLOBAL INC | SPGI | 3,950 | $2.1M | 2.02% |
| 21 | APPLIED MATLS INC | 038222105 | 10,461 | $1.9M | 1.86% |
| 22 | LAM RESEARCH CORP | LRCX | 10,614 | $1.0M | 1.00% |
| 23 | ELI LILLY & CO | LLY | 1,325 | $1.0M | 1.00% |
| 24 | KLA CORP | KLAC | 1,140 | $1.0M | 0.99% |
| 25 | ISHARES TR | 464287200 | 1,524 | $946,252 | 0.92% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,941 | $942,880 | 0.91% |
| 27 | MERCK & CO INC | MRK | 11,441 | $905,670 | 0.88% |
| 28 | FAIR ISAAC CORP | FICO | 386 | $705,593 | 0.68% |
| 29 | OLD DOMINION FREIGHT LINE IN | ODFL | 4,179 | $678,252 | 0.66% |
| 30 | SALESFORCE INC | CRM | 2,484 | $677,362 | 0.66% |
| 31 | ROPER TECHNOLOGIES INC | ROP | 1,185 | $671,705 | 0.65% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 2,016 | $584,459 | 0.57% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 370 | $366,278 | 0.35% |
| 34 | GE AEROSPACE | 369604301 | 1,336 | $343,873 | 0.33% |
| 35 | NETFLIX INC | NFLX | 252 | $337,461 | 0.33% |
| 36 | GRAINGER W W INC | 384802104 | 311 | $323,515 | 0.31% |
| 37 | CISCO SYS INC | CSCO | 3,856 | $267,529 | 0.26% |
| 38 | TRANE TECHNOLOGIES PLC | TT | 200 | $87,482 | 0.08% |
| 39 | NVR INC | NVR | 5 | $36,928 | 0.04% |