Institutional Manager · CIK 0001792430
Karani Asset Management LLC
New York, NY · File #028-19692
Latest AUM
$122.1M
Positions
36
Top-10 Concentration
60.4%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202536 pos · $122.1M
- 13F HOLDINGS REPORTQ/E Sep 202537 pos · $125.2M
- 13F HOLDINGS REPORTQ/E Jun 202539 pos · $103.2M
- 13F HOLDINGS REPORTQ/E Mar 202541 pos · $94.5M
- 13F HOLDINGS REPORTQ/E Dec 202428 pos · $107.2M
- 13F HOLDINGS REPORTQ/E Dec 202335 pos · $69.4M
- 13F HOLDINGS REPORTQ/E Sep 202332 pos · $99.1M
- 13F HOLDINGS REPORTQ/E Jun 202336 pos · $94.4M
- 13F HOLDINGS REPORTQ/E Mar 202337 pos · $85.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 29,699 | $9.3M | 7.61% |
| 2 | ASML HOLDING N V | ASMLF | 7,957 | $8.5M | 6.97% |
| 3 | NVIDIA CORPORATION | NVDA | 45,540 | $8.5M | 6.95% |
| 4 | SPDR S&P 500 ETF TR | SPY | 11,900 | $8.1M | 6.64% |
| 5 | APPLE INC | AAPL | 26,715 | $7.3M | 5.95% |
| 6 | S&P GLOBAL INC | SPGI | 12,533 | $6.5M | 5.36% |
| 7 | MICROSOFT CORP | MSFT | 13,510 | $6.5M | 5.35% |
| 8 | MASTERCARD INCORPORATED | MA | 11,419 | $6.5M | 5.34% |
| 9 | RLI CORP | RLI | 98,434 | $6.3M | 5.16% |
| 10 | DEERE & CO | DE | 13,336 | $6.2M | 5.08% |
| 11 | OLD DOMINION FREIGHT LINE IN | ODFL | 32,991 | $5.2M | 4.24% |
| 12 | HENRY JACK & ASSOC INC | 426281101 | 24,264 | $4.4M | 3.63% |
| 13 | AMERICAN EXPRESS CO | AXP | 11,879 | $4.4M | 3.60% |
| 14 | STEEL DYNAMICS INC | STLD | 25,829 | $4.4M | 3.58% |
| 15 | INTUIT | INTU | 6,575 | $4.4M | 3.57% |
| 16 | CUMMINS INC | CMI | 7,791 | $4.0M | 3.26% |
| 17 | APPLIED MATLS INC | 038222105 | 15,430 | $4.0M | 3.25% |
| 18 | TEXAS INSTRS INC | 882508104 | 18,733 | $3.2M | 2.66% |
| 19 | KLA CORP | KLAC | 1,342 | $1.6M | 1.34% |
| 20 | NOVO-NORDISK A S | NONOF | 29,340 | $1.5M | 1.22% |