Karani Asset Management as of Dec. 31, 2022
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 37 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Regeneron Pharmaceuticals (REGN) | 6.5 | $5.6M | 7.7k | 721.49 | |
| Rli (RLI) | 6.5 | $5.5M | 42k | 131.27 | |
| Deere & Company (DE) | 5.9 | $5.0M | 12k | 428.76 | |
| Hubspot (HUBS) | 5.7 | $4.8M | 17k | 289.13 | |
| Novo Nordisk A S Adr (NVO) | 4.8 | $4.2M | 31k | 135.34 | |
| Cadence Design Systems (CDNS) | 4.6 | $4.0M | 25k | 160.64 | |
| NVIDIA Corporation (NVDA) | 4.4 | $3.8M | 26k | 146.14 | |
| Alnylam Pharmaceuticals (ALNY) | 4.3 | $3.7M | 16k | 237.65 | |
| Texas Instruments Incorporated (TXN) | 4.1 | $3.6M | 22k | 165.22 | |
| Intuit (INTU) | 3.9 | $3.4M | 8.7k | 389.22 | |
| First Republic Bank/san F (FRCB) | 3.8 | $3.3M | 27k | 121.89 | |
| Costco Wholesale Corporation (COST) | 3.8 | $3.2M | 7.1k | 456.50 | |
| Apple (AAPL) | 3.7 | $3.1M | 24k | 129.93 | |
| EOG Resources (EOG) | 3.6 | $3.1M | 24k | 129.52 | |
| Kkr & Co (KKR) | 3.6 | $3.1M | 66k | 46.42 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $2.8M | 8.3k | 336.53 | |
| Markel Corporation (MKL) | 3.1 | $2.7M | 2.0k | 1317.49 | |
| Palantir Technologies Cl A (PLTR) | 3.1 | $2.6M | 408k | 6.42 | |
| NVR (NVR) | 2.9 | $2.5M | 544.00 | 4612.58 | |
| Pulte (PHM) | 2.6 | $2.2M | 49k | 45.53 | |
| Procore Technologies (PCOR) | 2.5 | $2.1M | 45k | 47.18 | |
| Trupanion (TRUP) | 2.1 | $1.8M | 39k | 47.53 | |
| Tesla Motors (TSLA) | 1.7 | $1.5M | 12k | 123.18 | |
| Asana Cl A (ASAN) | 1.7 | $1.4M | 103k | 13.77 | |
| Microsoft Corporation (MSFT) | 1.2 | $1.1M | 4.4k | 239.82 | |
| Atlassian Corp Cl A (TEAM) | 1.1 | $979k | 7.6k | 128.68 | |
| Sprout Social Com Cl A (SPT) | 0.6 | $497k | 8.8k | 56.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $495k | 5.6k | 88.23 | |
| salesforce (CRM) | 0.6 | $495k | 3.7k | 132.59 | |
| Snowflake Cl A (SNOW) | 0.6 | $491k | 3.4k | 143.54 | |
| Servicenow (NOW) | 0.6 | $490k | 1.3k | 388.27 | |
| Mongodb Cl A (MDB) | 0.6 | $490k | 2.5k | 196.84 | |
| Gitlab Class A Com (GTLB) | 0.6 | $481k | 11k | 45.44 | |
| Box Cl A (BOX) | 0.5 | $429k | 14k | 31.13 | |
| BlackRock (BLK) | 0.4 | $325k | 459.00 | 708.63 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $309k | 3.6k | 85.50 | |
| Zscaler Incorporated (ZS) | 0.2 | $133k | 1.2k | 111.90 |
