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Karani Asset Management LLC 13F holdings

Filed 2026-08-14 · Karani Asset Management LLC · 57 positions · $138.7M

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION65.2K$13.0M9.4%
AAPLAPPLE INC43.2K$12.5M9.0%
GOOGLALPHABET INC31.1K$11.1M8.0%
MSFTMICROSOFT CORP21.9K$8.2M5.9%
ASMLASML HLDG NV3.2K$6.4M4.6%
AMATAPPLIED MATLS INC7.5K$5.4M3.9%
CMICUMMINS INC6.7K$4.8M3.5%
MAMASTERCARD INCORPORATED8.8K$4.5M3.3%
AMDADVANCED MICRO DEVICES INC7.8K$4.5M3.2%
STLDSTEEL DYNAMICS INC17.8K$4.1M2.9%
AXPAMERICAN EXPRESS CO12.0K$4.1M2.9%
LRCXLAM RESEARCH CORP9.3K$4.0M2.9%
RLIRLI CORP68.1K$4.0M2.9%
DEDEERE & CO6.2K$3.9M2.8%
JPMJPMORGAN CHASE & CO11.0K$3.6M2.6%
SPGIS&P GLOBAL INC8.8K$3.6M2.6%
ODFLOLD DOMINION FREIGHT LINE IN15.5K$3.4M2.4%
ADIANALOG DEVICES INC5.8K$2.3M1.7%
KLACKLA CORP7.6K$2.3M1.6%
TXNTEXAS INSTRS INC7.4K$2.2M1.6%
CDNSCADENCE DESIGN SYSTEM INC5.7K$2.1M1.5%
CATCATERPILLAR INC2.0K$2.1M1.5%
ISRGINTUIT7.5K$2.0M1.4%
GEGE AEROSPACE4.3K$1.6M1.2%
SNPSSYNOPSYS INC3.2K$1.4M1.0%
MSIMOTOROLA SOLUTIONS INC3.2K$1.3M1.0%
SYKSTRYKER CORPORATION4.2K$1.3M1.0%
LLYELI LILLY & CO1.0K$1.2M0.9%
NOWSERVICENOW INC11.9K$1.2M0.9%
IVVISHARES TR1.5K$1.1M0.8%
GEVGE VERNOVA INC960$1.1M0.8%
MRKMERCK & CO INC7.8K$1.0M0.7%
PGPROCTER & GAMBLE CO6.8K$1.0M0.7%
SPYSTATE STR SPDR S&P 500 ETF T1.3K$970,8010.7%
TRVTRAVELERS COMPANIES INC2.2K$739,4690.5%
CSCOCISCO SYS INC6.2K$729,1920.5%
BSXBOSTON SCIENTIFIC CORP17.0K$726,7550.5%
CRMSALESFORCE INC4.5K$708,5730.5%
DALDELTA AIR LINES INC7.2K$677,4430.5%
MSMORGAN STANLEY2.9K$603,7080.4%
PGRPROGRESSIVE CORP2.6K$577,3630.4%
MARMARRIOTT INTL INC NEW1.5K$538,0970.4%
JNJJOHNSON & JOHNSON2.1K$537,1470.4%
GWWWW GRAINGER INC391$531,9160.4%
HLTHILTON WORLDWIDE HLDGS INC1.6K$530,7190.4%
NVONOVO-NORDISK A S9.7K$465,4490.3%
ROPROPER TECHNOLOGIES INC1.3K$439,9070.3%
ETNEATON CORP PLC987$420,5800.3%
ADSKAUTODESK INC2.0K$392,5340.3%
BKRBAKER HUGHES COMPANY6.9K$384,3930.3%
URIUNITED RENTALS INC326$369,3220.3%
NXPINXP SEMICONDUCTORS NV1.3K$353,8170.3%
CLCOLGATE PALMOLIVE CO3.8K$344,9000.2%
SLBSLB LIMITED7.3K$338,4470.2%
FDSFACTSET RESH SYS INC1.2K$284,6090.2%
ADBEADOBE INC1.3K$265,7060.2%
BKNGBOOKING HOLDINGS INC1.3K$225,6520.2%
Top Fund Holdings
13F
Top Fund Holdings

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