13F HOLDINGS REPORT
Karani Asset Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001641172-25-010905
Total Value
$94.5M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RLI CORP | RLI | 80,427 | $6.5M | 6.84% |
| 2 | DEERE & CO | DE | 12,406 | $5.8M | 6.16% |
| 3 | APPLE INC | AAPL | 25,603 | $5.7M | 6.02% |
| 4 | MASTERCARD INCORPORATED | MA | 9,888 | $5.4M | 5.74% |
| 5 | ALPHABET INC | GOOG | 33,165 | $5.1M | 5.43% |
| 6 | NVIDIA CORPORATION | NVDA | 46,005 | $5.0M | 5.28% |
| 7 | AMERICAN EXPRESS CO | AXP | 15,764 | $4.2M | 4.49% |
| 8 | MICROSOFT CORP | MSFT | 11,035 | $4.1M | 4.39% |
| 9 | ADOBE INC | ADBE | 10,608 | $4.1M | 4.31% |
| 10 | TEXAS INSTRS INC | 882508104 | 21,241 | $3.8M | 4.04% |
| 11 | EOG RES INC | EOG | 28,548 | $3.7M | 3.88% |
| 12 | INTUIT | INTU | 5,617 | $3.4M | 3.65% |
| 13 | ASML HOLDING N V | ASMLF | 4,943 | $3.3M | 3.47% |
| 14 | CUMMINS INC | CMI | 9,620 | $3.0M | 3.19% |
| 15 | STEEL DYNAMICS INC | STLD | 23,475 | $2.9M | 3.11% |
| 16 | CADENCE DESIGN SYSTEM INC | CDNS | 10,618 | $2.7M | 2.86% |
| 17 | PULTE GROUP INC | 745867101 | 23,674 | $2.4M | 2.58% |
| 18 | PROCTER AND GAMBLE CO | 742718109 | 14,146 | $2.4M | 2.55% |
| 19 | VISA INC | V | 6,811 | $2.4M | 2.53% |
| 20 | KKR & CO INC | KKRT | 20,376 | $2.4M | 2.49% |
| 21 | NOVO-NORDISK A S | NONOF | 30,632 | $2.1M | 2.25% |
| 22 | NVR INC | NVR | 277 | $2.0M | 2.12% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 1,373 | $1.3M | 1.37% |
| 24 | S&P GLOBAL INC | SPGI | 2,398 | $1.2M | 1.29% |
| 25 | GRAINGER W W INC | 384802104 | 1,202 | $1.2M | 1.26% |
| 26 | MERCK & CO INC | MRK | 12,605 | $1.1M | 1.20% |
| 27 | ISHARES TR | 464287200 | 1,924 | $1.1M | 1.14% |
| 28 | REGENERON PHARMACEUTICALS | REGN | 1,512 | $958,956 | 1.02% |
| 29 | AUTODESK INC | ADSK | 2,552 | $668,114 | 0.71% |
| 30 | COLGATE PALMOLIVE CO | CL | 6,494 | $608,488 | 0.64% |
| 31 | ELI LILLY & CO | LLY | 725 | $598,785 | 0.63% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 2,416 | $592,645 | 0.63% |
| 33 | KLA CORP | KLAC | 610 | $414,678 | 0.44% |
| 34 | APPLIED MATLS INC | 038222105 | 2,810 | $407,787 | 0.43% |
| 35 | LAM RESEARCH CORP | LRCX | 5,566 | $404,648 | 0.43% |
| 36 | SYNOPSYS INC | SNPS | 797 | $341,793 | 0.36% |
| 37 | CISCO SYS INC | CSCO | 4,876 | $300,898 | 0.32% |
| 38 | MSCI INC | MSCI | 527 | $298,019 | 0.32% |
| 39 | LULULEMON ATHLETICA INC | LULU | 894 | $253,056 | 0.27% |
| 40 | TRANE TECHNOLOGIES PLC | TT | 300 | $101,076 | 0.11% |
| 41 | META PLATFORMS INC | META | 108 | $62,247 | 0.07% |