Karani Asset Management as of March 31, 2020
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 53 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Lease Corp Cl A (AL) | 5.9 | $5.5M | 250k | 22.14 | |
| Hubspot (HUBS) | 5.9 | $5.5M | 41k | 133.19 | |
| Adobe Systems Incorporated (ADBE) | 5.5 | $5.2M | 16k | 318.26 | |
| Regeneron Pharmaceuticals (REGN) | 5.3 | $5.0M | 10k | 488.27 | |
| Intuit (INTU) | 5.2 | $4.8M | 21k | 230.00 | |
| Vmware Cl A Com | 4.9 | $4.6M | 38k | 121.09 | |
| Delta Air Lines Inc Del Com New (DAL) | 4.8 | $4.5M | 156k | 28.53 | |
| Tesla Motors (TSLA) | 4.7 | $4.4M | 8.3k | 524.03 | |
| Deere & Company (DE) | 4.5 | $4.2M | 31k | 138.17 | |
| Shake Shack Cl A (SHAK) | 4.2 | $3.9M | 103k | 37.74 | |
| Clorox Company (CLX) | 3.9 | $3.7M | 21k | 173.27 | |
| Novo Nordisk A S Adr (NVO) | 3.7 | $3.4M | 57k | 60.19 | |
| Trupanion (TRUP) | 3.7 | $3.4M | 132k | 26.03 | |
| Costco Wholesale Corporation (COST) | 2.7 | $2.5M | 8.9k | 285.08 | |
| Stitch Fix Com Cl A (SFIX) | 2.7 | $2.5M | 196k | 12.70 | |
| WD-40 Company (WDFC) | 2.6 | $2.4M | 12k | 200.81 | |
| Apple (AAPL) | 2.6 | $2.4M | 9.5k | 254.30 | |
| Mastercard Incorporated Cl A (MA) | 2.6 | $2.4M | 10k | 241.52 | |
| Guidewire Software (GWRE) | 2.5 | $2.3M | 30k | 79.30 | |
| Texas Pacific Land Corp (TPL) | 2.0 | $1.8M | 4.8k | 380.01 | |
| EOG Resources (EOG) | 1.5 | $1.4M | 40k | 35.92 | |
| Dynatrace (DT) | 1.4 | $1.3M | 55k | 23.83 | |
| Equity Residential Sh Ben Int (EQR) | 1.3 | $1.2M | 20k | 61.74 | |
| Paycom Software (PAYC) | 1.2 | $1.2M | 5.7k | 202.02 | |
| salesforce (CRM) | 1.1 | $1.1M | 7.5k | 143.95 | |
| Sap Se Spon Adr (SAP) | 1.1 | $1.0M | 9.2k | 110.53 | |
| Docusign (DOCU) | 1.1 | $985k | 11k | 92.41 | |
| Fortinet (FTNT) | 1.0 | $942k | 9.3k | 101.15 | |
| Ringcentral Cl A (RNG) | 1.0 | $939k | 4.4k | 211.96 | |
| Microsoft Corporation (MSFT) | 1.0 | $896k | 5.7k | 157.77 | |
| NVIDIA Corporation (NVDA) | 0.9 | $806k | 3.1k | 263.74 | |
| Facebook Cl A (META) | 0.8 | $707k | 4.2k | 166.90 | |
| Oshkosh Corporation (OSK) | 0.7 | $650k | 10k | 64.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $645k | 555.00 | 1162.16 | |
| AvalonBay Communities (AVB) | 0.6 | $604k | 4.1k | 147.07 | |
| Southwest Airlines (LUV) | 0.6 | $536k | 15k | 35.61 | |
| Lululemon Athletica (LULU) | 0.6 | $519k | 2.7k | 189.69 | |
| Zscaler Incorporated (ZS) | 0.4 | $401k | 6.6k | 60.90 | |
| Ceridian Hcm Hldg (DAY) | 0.4 | $376k | 7.5k | 50.06 | |
| Atlassian Corp Cl A | 0.4 | $366k | 2.7k | 137.13 | |
| ViaSat (VSAT) | 0.4 | $332k | 9.2k | 35.92 | |
| Paylocity Holding Corporation (PCTY) | 0.3 | $320k | 3.6k | 88.28 | |
| Zendesk | 0.3 | $298k | 4.7k | 64.06 | |
| stock | 0.3 | $281k | 2.2k | 126.41 | |
| Brookfield Asset Management Cl A Cl A | 0.3 | $266k | 6.0k | 44.33 | |
| Cbiz (CBZ) | 0.3 | $262k | 13k | 20.96 | |
| Trimas Corp Com New (TRS) | 0.2 | $208k | 9.0k | 23.11 | |
| Appfolio Com Cl A (APPF) | 0.1 | $131k | 1.2k | 110.83 | |
| Citigroup Com New (C) | 0.1 | $126k | 3.0k | 42.00 | |
| Bank of Commerce Holdings | 0.1 | $79k | 10k | 7.90 | |
| Johnson & Johnson (JNJ) | 0.1 | $76k | 580.00 | 131.03 | |
| Safeguard Scientifics Com New | 0.1 | $58k | 11k | 5.52 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $27k | 715.00 | 37.76 |
