Karani Asset Management as of Dec. 31, 2019
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 59 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) | 10.5 | $12M | 28k | 418.35 | |
| Air Lease Corp (AL) | 7.9 | $8.7M | 183k | 47.52 | |
| Trupanion (TRUP) | 5.5 | $6.1M | 162k | 37.46 | |
| Adobe Systems Incorporated (ADBE) | 5.2 | $5.8M | 18k | 329.83 | |
| Hubspot (HUBS) | 5.2 | $5.8M | 36k | 158.49 | |
| Regeneron Pharmaceuticals (REGN) | 4.7 | $5.2M | 14k | 375.51 | |
| Stitch Fix (SFIX) | 4.6 | $5.1M | 198k | 25.66 | |
| Intuit (INTU) | 4.5 | $5.0M | 19k | 261.94 | |
| Deere & Company (DE) | 4.5 | $5.0M | 29k | 173.26 | |
| Clorox Company (CLX) | 4.5 | $5.0M | 33k | 153.53 | |
| Texas Pacific Land Trust | 4.0 | $4.4M | 5.6k | 781.17 | |
| Berkshire Hathaway (BRK.B) | 3.5 | $3.9M | 17k | 226.55 | |
| EOG Resources (EOG) | 2.9 | $3.2M | 39k | 83.77 | |
| Shake Shack Inc cl a (SHAK) | 2.6 | $2.9M | 48k | 59.56 | |
| WD-40 Company (WDFC) | 2.3 | $2.5M | 13k | 194.17 | |
| Novo Nordisk A/S (NVO) | 2.2 | $2.4M | 41k | 57.87 | |
| ONEX Corporation (ONEXF) | 2.0 | $2.3M | 36k | 63.06 | |
| VMware | 1.1 | $1.2M | 8.1k | 151.78 | |
| Atlassian Corp Plc cl a | 1.1 | $1.2M | 10k | 120.29 | |
| Zscaler Incorporated (ZS) | 1.1 | $1.2M | 26k | 46.49 | |
| Equity Residential (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) | 0.9 | $1.0M | 41k | 25.30 | |
| Zendesk | 0.9 | $1.0M | 14k | 76.60 | |
| Extra Space Storage (EXR) | 0.9 | $1.0M | 9.5k | 105.58 | |
| Ringcentral (RNG) | 0.9 | $1.0M | 5.9k | 168.74 | |
| Sap (SAP) | 0.9 | $986k | 7.4k | 134.00 | |
| ViaSat (VSAT) | 0.8 | $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 | |
| Microsoft Corporation (MSFT) | 0.7 | $790k | 5.0k | 157.78 | |
| Fortinet (FTNT) | 0.7 | $798k | 7.5k | 106.71 | |
| Delta Air Lines (DAL) | 0.7 | $773k | 13k | 58.49 | |
| 0.6 | $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 Inc Class A cs (GOOGL) | 0.4 | $480k | 358.00 | 1340.78 | |
| Facebook Inc 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 | 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 Corporation (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 (C) | 0.2 | $240k | 3.0k | 80.00 | |
| Comcast Corporation (CMCSA) | 0.2 | $225k | 5.0k | 45.00 | |
| Jardine Strategic | 0.2 | $218k | 7.1k | 30.70 | |
| Insight Enterprises (NSIT) | 0.1 | $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 | 0.1 | $115k | 11k | 10.95 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $50k | 715.00 | 69.93 | |
| Cimarex Energy | 0.0 | $49k | 925.00 | 52.97 |
