Karani Asset Management LLC
54 holdingsFiling period: 2026-03-31Current AUM: $140.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 62.6K | $10.9M | $12.6M | 8.93% | +17.1K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 41.6K | $10.5M | $12.8M | 9.11% | +14.8K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 30.2K | $8.7M | $10.7M | 7.63% | +479 | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 12.1K | $7.9M | $9.0M | 6.42% | +200 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 21.2K | $7.8M | $9.8M | 6.98% | +7.6K | 2026-03-31 |
| 6 | — | ASML HLDG NV | 4.1K | $5.3M | $5.3M | 3.80% | -3,906 | 2026-03-31 |
| 7 | RLI | RLI CORP | 79.1K | $4.5M | $4.8M | 3.44% | -19,376 | 2026-03-31 |
| 8 | MA | MASTERCARD INCORPORATED | 8.7K | $4.3M | $5.0M | 3.54% | -2,727 | 2026-03-31 |
| 9 | STLD | STEEL DYNAMICS INC | 23.1K | $4.2M | $5.8M | 4.12% | -2,725 | 2026-03-31 |
| 10 | SPGI | S&P GLOBAL INC | 9.5K | $4.1M | $3.9M | 2.79% | -2,987 | 2026-03-31 |
| 11 | CMI | CUMMINS INC | 7.3K | $3.9M | $4.6M | 3.27% | -522 | 2026-03-31 |
| 12 | ODFL | OLD DOMINION FREIGHT LINE IN | 19.4K | $3.8M | $4.1M | 2.91% | -13,630 | 2026-03-31 |
| 13 | DE | DEERE & CO | 6.6K | $3.7M | $3.9M | 2.78% | -6,726 | 2026-03-31 |
| 14 | AXP | AMERICAN EXPRESS CO | 12.1K | $3.7M | $4.1M | 2.89% | +214 | 2026-03-31 |
| 15 | AMAT | APPLIED MATLS INC | 9.4K | $3.2M | $4.8M | 3.39% | -6,008 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 10.1K | $3.0M | $3.6M | 2.52% | +8.1K | 2026-03-31 |
| 17 | INTU | INTUIT | 6.9K | $3.0M | $2.2M | 1.54% | +278 | 2026-03-31 |
| 18 | JKHY | HENRY JACK & ASSOC INC | 14.4K | $2.3M | $2.2M | 1.57% | -9,871 | 2026-03-31 |
| 19 | LRCX | LAM RESEARCH CORP | 9.5K | $2.0M | $2.8M | 1.97% | +4.3K | 2026-03-31 |
| 20 | TXN | TEXAS INSTRS INC | 8.9K | $1.7M | $2.5M | 1.74% | -9,837 | 2026-03-31 |
| 21 | KLAC | KLA CORP | 1.1K | $1.6M | $194K | 0.14% | -282 | 2026-03-31 |
| 22 | ADI | ANALOG DEVICES INC | 4.8K | $1.5M | $1.8M | 1.26% | -- | 2026-03-31 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 7.1K | $1.4M | $3.4M | 2.41% | -- | 2026-03-31 |
| 24 | CDNS | CADENCE DESIGN SYSTEM INC | 4.5K | $1.3M | $1.5M | 1.09% | +2.3K | 2026-03-31 |
| 25 | CAT | CATERPILLAR INC | 1.7K | $1.2M | $1.4M | 1.00% | -- | 2026-03-31 |
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