Karani Asset Management as of Dec. 31, 2020
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 50 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 6.1 | $10M | 26k | 396.42 | |
| Pagerduty (PD) | 5.0 | $8.5M | 204k | 41.70 | |
| Adobe Systems Incorporated (ADBE) | 4.9 | $8.2M | 16k | 500.12 | |
| Trupanion (TRUP) | 4.5 | $7.5M | 63k | 119.71 | |
| Tesla Motors (TSLA) | 4.3 | $7.2M | 10k | 705.64 | |
| NVIDIA Corporation (NVDA) | 3.4 | $5.8M | 11k | 522.24 | |
| Stitch Fix Cl A (SFIX) | 3.4 | $5.8M | 98k | 58.72 | |
| Intuit (INTU) | 3.3 | $5.6M | 15k | 379.86 | |
| Health Catalyst (HCAT) | 3.2 | $5.5M | 126k | 43.53 | |
| Cadence Design Systems (CDNS) | 3.2 | $5.5M | 40k | 136.44 | |
| Deere & Company (DE) | 3.2 | $5.4M | 20k | 269.03 | |
| Apple (AAPL) | 3.2 | $5.4M | 41k | 132.69 | |
| Shake Shack Cl A (SHAK) | 3.1 | $5.3M | 62k | 84.78 | |
| Ceridian Hcm Hldg (DAY) | 3.1 | $5.2M | 49k | 106.57 | |
| Guidewire Software (GWRE) | 3.1 | $5.2M | 41k | 128.72 | |
| Regeneron Pharmaceuticals (REGN) | 2.8 | $4.7M | 9.8k | 483.12 | |
| Costco Wholesale Corporation (COST) | 2.7 | $4.7M | 12k | 376.81 | |
| Alnylam Pharmaceuticals (ALNY) | 2.4 | $4.1M | 32k | 129.98 | |
| Vmware Cl A Com | 2.4 | $4.1M | 29k | 140.26 | |
| Bandwidth Com Cl A (BAND) | 2.4 | $4.0M | 26k | 153.66 | |
| Clorox Company (CLX) | 2.4 | $4.0M | 20k | 201.92 | |
| Mastercard Cl A (MA) | 2.3 | $3.8M | 11k | 356.94 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 2.1 | $3.6M | 22k | 165.84 | |
| EOG Resources (EOG) | 2.1 | $3.6M | 71k | 49.86 | |
| Novo Nordisk A S Adr (NVO) | 1.9 | $3.2M | 46k | 69.86 | |
| Coupa Software | 1.8 | $3.1M | 9.2k | 338.94 | |
| Texas Pacific Land Trust | 1.8 | $3.1M | 4.2k | 726.88 | |
| Zscaler Incorporated (ZS) | 1.7 | $2.8M | 14k | 199.73 | |
| Sailpoint Technlgies Hldgs I | 1.5 | $2.6M | 49k | 53.24 | |
| WD-40 Company (WDFC) | 1.5 | $2.6M | 9.7k | 265.71 | |
| Docusign (DOCU) | 1.3 | $2.1M | 9.6k | 222.27 | |
| salesforce (CRM) | 1.1 | $1.8M | 8.3k | 222.53 | |
| Slack Technologies Com Cl A | 1.0 | $1.8M | 42k | 42.24 | |
| Zoom Video Communications Cl A (ZM) | 1.0 | $1.6M | 4.8k | 337.38 | |
| Mongodb Cl A (MDB) | 0.6 | $1.1M | 3.0k | 358.95 | |
| Atlassian Cl A | 0.6 | $979k | 4.2k | 233.87 | |
| Alphabet Cl A (GOOGL) | 0.6 | $971k | 554.00 | 1752.71 | |
| Synopsys (SNPS) | 0.6 | $966k | 3.7k | 259.26 | |
| Facebook Cl A (META) | 0.5 | $872k | 3.2k | 273.18 | |
| Microsoft Corporation (MSFT) | 0.5 | $872k | 3.9k | 222.34 | |
| Dynatrace (DT) | 0.5 | $870k | 20k | 43.27 | |
| Lululemon Athletica (LULU) | 0.5 | $856k | 2.5k | 347.97 | |
| Box Cl A (BOX) | 0.5 | $846k | 47k | 18.06 | |
| Rapid7 (RPD) | 0.4 | $734k | 8.1k | 90.21 | |
| Zendesk | 0.4 | $692k | 4.8k | 143.15 | |
| Asana Cl A (ASAN) | 0.3 | $499k | 17k | 29.54 | |
| stock | 0.2 | $393k | 2.3k | 169.76 | |
| Brookfield Asset Management Cl A Cl A | 0.2 | $371k | 9.0k | 41.22 | |
| Trimas Corporation (TRS) | 0.2 | $285k | 9.0k | 31.67 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $29k | 715.00 | 40.56 |
