Karani Asset Management LLC
57 holdingsFiling period: 2026-06-30Current AUM: $139.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 65.2K | $13.0M | $13.9M | 9.95% | +2.5K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 43.2K | $12.5M | $15.1M | 10.78% | +1.7K | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 31.1K | $11.1M | $8.8M | 6.31% | +922 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 21.9K | $8.2M | $11.6M | 8.29% | +723 | 2026-06-30 |
| 5 | — | Asml Hldg NV | 3.2K | $6.4M | $6.4M | 4.57% | -837 | 2026-06-30 |
| 6 | AMAT | Applied Matls Inc | 7.5K | $5.4M | $3.1M | 2.25% | -1,971 | 2026-06-30 |
| 7 | CMI | Cummins Inc | 6.7K | $4.8M | $3.5M | 2.50% | -522 | 2026-06-30 |
| 8 | MA | Mastercard Incorporated | 8.8K | $4.5M | $5.6M | 4.02% | +147 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 7.8K | $4.5M | $4.4M | 3.14% | +634 | 2026-06-30 |
| 10 | STLD | Steel Dynamics Inc | 17.8K | $4.1M | $4.5M | 3.22% | -5,340 | 2026-06-30 |
| 11 | AXP | American Express Co | 12.0K | $4.1M | $3.9M | 2.78% | -70 | 2026-06-30 |
| 12 | LRCX | Lam Research Corp | 9.3K | $4.0M | $2.4M | 1.70% | -159 | 2026-06-30 |
| 13 | RLI | Rli Corp | 68.1K | $4.0M | $4.4M | 3.15% | -10,952 | 2026-06-30 |
| 14 | DE | Deere & Co | 6.2K | $3.9M | $4.1M | 2.93% | -394 | 2026-06-30 |
| 15 | JPM | JPMorgan Chase & Co | 11.0K | $3.6M | $3.8M | 2.71% | +944 | 2026-06-30 |
| 16 | SPGI | S&P Global Inc | 8.8K | $3.6M | $4.0M | 2.89% | -777 | 2026-06-30 |
| 17 | ODFL | Old Dominion Freight Line in | 15.5K | $3.4M | $2.7M | 1.91% | -3,891 | 2026-06-30 |
| 18 | ADI | Analog Devices Inc | 5.8K | $2.3M | $2.5M | 1.81% | +1.0K | 2026-06-30 |
| 19 | KLAC | Kla Corp | 7.6K | $2.3M | $1.3M | 0.90% | +6.5K | 2026-06-30 |
| 20 | TXN | Texas Instrs Inc | 7.4K | $2.2M | $2.3M | 1.65% | -1,536 | 2026-06-30 |
| 21 | CDNS | Cadence Design System Inc | 5.7K | $2.1M | $2.0M | 1.40% | +1.2K | 2026-06-30 |
| 22 | CAT | Caterpillar Inc | 2.0K | $2.1M | $1.3M | 0.92% | +254 | 2026-06-30 |
| 23 | INTU | Intuit | 7.5K | $2.0M | $2.5M | 1.77% | +637 | 2026-06-30 |
| 24 | GE | GE Aerospace | 4.3K | $1.6M | $1.3M | 0.96% | -- | 2026-06-30 |
| 25 | SNPS | Synopsys Inc | 3.2K | $1.4M | $1.6M | 1.13% | +144 | 2026-06-30 |
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