Karani Asset Management as of Dec. 31, 2019
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 57 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 10.7 | $12M | 28k | 418.35 | |
| Air Lease Corp Cl A (AL) | 8.1 | $8.7M | 183k | 47.52 | |
| Trupanion (TRUP) | 5.6 | $6.1M | 162k | 37.46 | |
| Adobe Systems Incorporated (ADBE) | 5.4 | $5.8M | 18k | 329.83 | |
| Hubspot (HUBS) | 5.3 | $5.8M | 36k | 158.49 | |
| Regeneron Pharmaceuticals (REGN) | 4.8 | $5.2M | 14k | 375.51 | |
| Stitch Fix Com Cl A (SFIX) | 4.7 | $5.1M | 198k | 25.66 | |
| Intuit (INTU) | 4.7 | $5.0M | 19k | 261.94 | |
| Clorox Company (CLX) | 4.6 | $5.0M | 33k | 153.53 | |
| Deere & Company (DE) | 4.6 | $5.0M | 29k | 173.26 | |
| Texas Pacific Land Corp (TPL) | 4.1 | $4.4M | 5.6k | 781.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $3.9M | 17k | 226.49 | |
| EOG Resources (EOG) | 3.0 | $3.2M | 39k | 83.77 | |
| Shake Shack Cl A (SHAK) | 2.7 | $2.9M | 48k | 59.56 | |
| WD-40 Company (WDFC) | 2.3 | $2.5M | 13k | 194.17 | |
| Novo Nordisk A S Adr (NVO) | 2.2 | $2.4M | 41k | 57.87 | |
| Vmware Cl A Com | 1.1 | $1.2M | 8.1k | 151.78 | |
| Atlassian Corp Cl A | 1.1 | $1.2M | 10k | 120.29 | |
| Zscaler Incorporated (ZS) | 1.1 | $1.2M | 26k | 46.49 | |
| Equity Residential Sh Ben Int (EQR) | 1.1 | $1.2M | 15k | 80.91 | |
| Southwest Airlines (LUV) | 1.0 | $1.1M | 20k | 54.00 | |
| Paycom Software (PAYC) | 1.0 | $1.1M | 4.0k | 264.79 | |
| Dynatrace (DT) | 1.0 | $1.0M | 41k | 25.30 | |
| Zendesk | 1.0 | $1.0M | 14k | 76.60 | |
| Extra Space Storage (EXR) | 0.9 | $1.0M | 9.5k | 105.58 | |
| Ringcentral Cl A (RNG) | 0.9 | $1.0M | 5.9k | 168.74 | |
| Sap Se Spon Adr (SAP) | 0.9 | $986k | 7.4k | 134.00 | |
| ViaSat (VSAT) | 0.9 | $917k | 13k | 73.21 | |
| salesforce (CRM) | 0.8 | $908k | 5.6k | 162.58 | |
| Paylocity Holding Corporation (PCTY) | 0.8 | $901k | 7.5k | 120.87 | |
| Docusign (DOCU) | 0.8 | $879k | 12k | 74.10 | |
| Fortinet (FTNT) | 0.7 | $798k | 7.5k | 106.71 | |
| Microsoft Corporation (MSFT) | 0.7 | $790k | 5.0k | 157.78 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.7 | $773k | 13k | 58.49 | |
| 0.7 | $706k | 22k | 32.03 | ||
| AvalonBay Communities (AVB) | 0.5 | $529k | 2.5k | 209.67 | |
| NVIDIA Corporation (NVDA) | 0.5 | $503k | 2.1k | 235.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $480k | 358.00 | 1340.78 | |
| Facebook Cl A (META) | 0.4 | $464k | 2.3k | 205.40 | |
| Cadence Design Systems (CDNS) | 0.4 | $455k | 6.6k | 69.29 | |
| stock | 0.4 | $416k | 2.8k | 149.86 | |
| Brookfield Asset Management Cl A Cl A | 0.4 | $407k | 7.1k | 57.73 | |
| Lululemon Athletica (LULU) | 0.4 | $393k | 1.7k | 231.59 | |
| Pvh Corporation (PVH) | 0.3 | $368k | 3.5k | 105.11 | |
| Hilton Worldwide Holdings (HLT) | 0.3 | $349k | 3.2k | 110.76 | |
| Cbiz (CBZ) | 0.3 | $337k | 13k | 26.96 | |
| Trimas Corp Com New (TRS) | 0.3 | $283k | 9.0k | 31.44 | |
| Ceridian Hcm Hldg (DAY) | 0.2 | $259k | 3.8k | 67.94 | |
| Johnson & Johnson (JNJ) | 0.2 | $244k | 1.7k | 146.11 | |
| Citigroup Com New (C) | 0.2 | $240k | 3.0k | 80.00 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $225k | 5.0k | 45.00 | |
| Insight Enterprises (NSIT) | 0.2 | $170k | 2.4k | 70.36 | |
| Insperity (NSP) | 0.1 | $152k | 1.8k | 85.88 | |
| Bank of Commerce Holdings | 0.1 | $116k | 10k | 11.60 | |
| Safeguard Scientifics Com New | 0.1 | $115k | 11k | 10.95 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $50k | 715.00 | 69.93 | |
| Cimarex Energy | 0.0 | $49k | 925.00 | 52.97 |
