Karani Asset Management LLC 13F Holdings
CIK 0001792430 · New York, NY
As of Sep 30, 2025, Karani Asset Management LLC reported 37 positions worth
CIK 0001792430 · New York, NY
As of Sep 30, 2025, Karani Asset Management LLC reported 37 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 59,421 | 1.1M | 8.85% |
| ALPHABET INC | GOOGL | Equity | 36,979 | $9.0M | 7.18% |
| SPDR S&P 500 ETF TRUST | SPY | — | 12,200 | $8.1M | 6.49% |
| ASML HOLDING NV | ASML | Technology | 8,251 | $8.0M | 6.38% |
| MICROSOFT CORP | MSFT | Technology | 14,035 | $7.3M | 5.80% |
| APPLE INC | AAPL | Technology | 26,558 | $6.8M | 5.40% |
| MASTERCARD INC | MA | Financial Services | 11,821 | $6.7M | 5.37% |
| RLI CORP | RLI | Financial Services | 91,809 | $6.0M | 4.78% |
| PULTEGROUP INC | PHM | Consumer Cyclical | 41,026 | $5.4M | 4.33% |
| DEERE & CO | DE | Industrials | 11,064 | $5.1M | 4.04% |
| KKR & CO INC | KKR | Financial Services | 36,711 | $4.8M | 3.81% |
| CUMMINS INC | CMI | Industrials | 10,535 | $4.4M | 3.55% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 12,406 | $4.1M | 3.29% |
| INTUIT INC | INTU | Technology | 5,573 | $3.8M | 3.04% |
| STEEL DYNAMICS INC | STLD | Basic Materials | 26,635 | $3.7M | 2.97% |
| S&P GLOBAL INC | SPGI | Financial Services | 7,531 | $3.7M | 2.93% |
| TEXAS INSTRUMENTS INC | TXN | Technology | 19,811 | $3.6M | 2.91% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 10,268 | $3.6M | 2.88% |
| APPLIED MATERIALS INC | AMAT | Technology | 16,201 | $3.3M | 2.65% |
| OLD DOMINION FREIGHT LINE INC | ODFL | Industrials | 22,655 | $3.2M | 2.55% |
| NOVO NORDISK A S | NVO | Healthcare | 37,009 | $2.1M | 1.64% |
| KLA CORP | KLAC | Technology | 1,345 | .5M | 1.16% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,524 | .0M | 0.81% |
| MERCK & CO INC | MRK | Healthcare | 11,239 | $943.3K | 0.75% |
| ELI LILLY & CO | LLY | Healthcare | 1,156 | $882.0K | 0.70% |