13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001493152-25-023413
Total Value
$125.2M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 59,421 | $11.1M | 8.85% |
| 2 | ALPHABET INC | GOOG | 36,979 | $9.0M | 7.18% |
| 3 | SPDR S&P 500 ETF TR | SPY | 12,200 | $8.1M | 6.49% |
| 4 | ASML HOLDING N V | ASMLF | 8,251 | $8.0M | 6.38% |
| 5 | MICROSOFT CORP | MSFT | 14,035 | $7.3M | 5.80% |
| 6 | APPLE INC | AAPL | 26,558 | $6.8M | 5.40% |
| 7 | MASTERCARD INCORPORATED | MA | 11,821 | $6.7M | 5.37% |
| 8 | RLI CORP | RLI | 91,809 | $6.0M | 4.78% |
| 9 | PULTE GROUP INC | 745867101 | 41,026 | $5.4M | 4.33% |
| 10 | DEERE & CO | DE | 11,064 | $5.1M | 4.04% |
| 11 | KKR & CO INC | KKRT | 36,711 | $4.8M | 3.81% |
| 12 | CUMMINS INC | CMI | 10,535 | $4.4M | 3.55% |
| 13 | AMERICAN EXPRESS CO | AXP | 12,406 | $4.1M | 3.29% |
| 14 | INTUIT | INTU | 5,573 | $3.8M | 3.04% |
| 15 | STEEL DYNAMICS INC | STLD | 26,635 | $3.7M | 2.97% |
| 16 | S&P GLOBAL INC | SPGI | 7,531 | $3.7M | 2.93% |
| 17 | TEXAS INSTRS INC | 882508104 | 19,811 | $3.6M | 2.91% |
| 18 | CADENCE DESIGN SYSTEM INC | CDNS | 10,268 | $3.6M | 2.88% |
| 19 | APPLIED MATLS INC | 038222105 | 16,201 | $3.3M | 2.65% |
| 20 | OLD DOMINION FREIGHT LINE IN | ODFL | 22,655 | $3.2M | 2.55% |
| 21 | NOVO-NORDISK A S | NONOF | 37,009 | $2.1M | 1.64% |
| 22 | KLA CORP | KLAC | 1,345 | $1.5M | 1.16% |
| 23 | ISHARES TR | 464287200 | 1,524 | $1.0M | 0.81% |
| 24 | MERCK & CO INC | MRK | 11,239 | $943,289 | 0.75% |
| 25 | ELI LILLY & CO | LLY | 1,156 | $882,028 | 0.70% |
| 26 | GE AEROSPACE | 369604301 | 2,811 | $845,605 | 0.68% |
| 27 | UNITED RENTALS INC | URI | 872 | $832,464 | 0.66% |
| 28 | LAM RESEARCH CORP | LRCX | 5,198 | $696,012 | 0.56% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 721 | $667,379 | 0.53% |
| 30 | NETFLIX INC | NFLX | 545 | $653,411 | 0.52% |
| 31 | ROPER TECHNOLOGIES INC | ROP | 1,295 | $645,804 | 0.52% |
| 32 | FAIR ISAAC CORP | FICO | 427 | $639,018 | 0.51% |
| 33 | SALESFORCE INC | CRM | 2,685 | $636,345 | 0.51% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 2,016 | $635,907 | 0.51% |
| 35 | INTUITIVE SURGICAL INC | ISRG | 1,318 | $589,449 | 0.47% |
| 36 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,398 | $265,201 | 0.21% |
| 37 | TRANE TECHNOLOGIES PLC | TT | 200 | $84,392 | 0.07% |