Karani Asset Management as of March 31, 2021
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 43 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 6.5 | $11M | 24k | 454.19 | |
| Pagerduty (PD) | 4.8 | $8.2M | 204k | 40.23 | |
| Deere & Company (DE) | 4.4 | $7.5M | 20k | 374.14 | |
| Cadence Design Systems (CDNS) | 4.4 | $7.5M | 55k | 136.99 | |
| Shake Shack Cl A (SHAK) | 4.3 | $7.3M | 65k | 112.76 | |
| NVIDIA Corporation (NVDA) | 4.2 | $7.2M | 13k | 533.90 | |
| Costco Wholesale Corporation (COST) | 4.1 | $6.9M | 20k | 352.47 | |
| Adobe Systems Incorporated (ADBE) | 4.0 | $6.9M | 15k | 475.34 | |
| Tesla Motors (TSLA) | 4.0 | $6.8M | 10k | 667.97 | |
| Docusign (DOCU) | 4.0 | $6.7M | 33k | 202.45 | |
| Texas Pacific Land Corp (TPL) | 3.9 | $6.7M | 4.2k | 1589.54 | |
| Zoom Video Communications Cl A (ZM) | 3.7 | $6.2M | 19k | 321.27 | |
| Health Catalyst (HCAT) | 3.5 | $5.9M | 127k | 46.77 | |
| Intuit (INTU) | 3.4 | $5.9M | 15k | 383.04 | |
| Coupa Software | 3.4 | $5.7M | 22k | 254.46 | |
| Apple (AAPL) | 3.2 | $5.5M | 45k | 122.15 | |
| EOG Resources (EOG) | 3.1 | $5.3M | 73k | 72.53 | |
| Regeneron Pharmaceuticals (REGN) | 3.0 | $5.2M | 11k | 473.16 | |
| Clorox Company (CLX) | 2.7 | $4.5M | 24k | 192.87 | |
| Alnylam Pharmaceuticals (ALNY) | 2.6 | $4.5M | 32k | 141.19 | |
| Ceridian Hcm Hldg (DAY) | 2.6 | $4.4M | 53k | 84.27 | |
| Guidewire Software (GWRE) | 2.5 | $4.3M | 42k | 101.64 | |
| Trupanion (TRUP) | 2.4 | $4.0M | 53k | 76.20 | |
| Mastercard Cl A (MA) | 2.3 | $3.8M | 11k | 356.01 | |
| Novo Nordisk A S Adr (NVO) | 1.9 | $3.2M | 48k | 67.42 | |
| WD-40 Company (WDFC) | 1.8 | $3.1M | 10k | 306.20 | |
| Zscaler Incorporated (ZS) | 1.6 | $2.8M | 16k | 171.67 | |
| Sailpoint Technlgies Hldgs I | 1.6 | $2.7M | 53k | 50.65 | |
| Facebook Cl A (META) | 0.7 | $1.2M | 4.1k | 294.65 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.1M | 4.6k | 235.85 | |
| salesforce (CRM) | 0.6 | $1.1M | 5.1k | 211.87 | |
| Alphabet Cl A (GOOGL) | 0.6 | $1.1M | 511.00 | 2062.62 | |
| Box Cl A (BOX) | 0.5 | $792k | 35k | 22.96 | |
| Lululemon Athletica (LULU) | 0.4 | $685k | 2.2k | 306.76 | |
| Zendesk | 0.4 | $641k | 4.8k | 132.60 | |
| Domo Com Cl B (DOMO) | 0.4 | $636k | 11k | 56.25 | |
| Dynatrace (DT) | 0.4 | $626k | 13k | 48.27 | |
| Asana Cl A (ASAN) | 0.4 | $610k | 21k | 28.60 | |
| Wix SHS (WIX) | 0.3 | $589k | 2.1k | 279.41 | |
| Mongodb Cl A (MDB) | 0.3 | $547k | 2.0k | 267.61 | |
| Brookfield Asset Management Cl A | 0.2 | $267k | 6.0k | 44.50 | |
| Trimas Corporation (TRS) | 0.1 | $182k | 6.0k | 30.33 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $40k | 715.00 | 55.94 |
