Karani Asset Management as of June 30, 2021
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 41 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 7.3 | $14M | 24k | 582.70 | |
| NVIDIA Corporation (NVDA) | 5.6 | $11M | 14k | 800.10 | |
| Docusign (DOCU) | 4.9 | $9.4M | 34k | 279.56 | |
| Coupa Software | 4.8 | $9.3M | 36k | 262.12 | |
| Pagerduty (PD) | 4.5 | $8.8M | 206k | 42.58 | |
| Costco Wholesale Corporation (COST) | 4.5 | $8.8M | 22k | 395.69 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $8.5M | 15k | 585.63 | |
| Shake Shack Cl A (SHAK) | 4.1 | $8.0M | 74k | 107.02 | |
| Zoom Video Communications In Cl A (ZM) | 3.9 | $7.5M | 20k | 387.03 | |
| Intuit (INTU) | 3.9 | $7.5M | 15k | 490.14 | |
| Cadence Design Systems (CDNS) | 3.9 | $7.5M | 55k | 136.83 | |
| Health Catalyst (HCAT) | 3.7 | $7.1M | 128k | 55.51 | |
| Deere & Company (DE) | 3.7 | $7.1M | 20k | 352.72 | |
| Trupanion (TRUP) | 3.6 | $7.0M | 61k | 115.10 | |
| Tesla Motors (TSLA) | 3.6 | $7.0M | 10k | 679.72 | |
| Texas Pacific Land Corp (TPL) | 3.3 | $6.3M | 4.0k | 1599.70 | |
| Apple (AAPL) | 3.2 | $6.2M | 45k | 136.95 | |
| EOG Resources (EOG) | 3.2 | $6.2M | 74k | 83.45 | |
| Regeneron Pharmaceuticals (REGN) | 3.2 | $6.1M | 11k | 558.52 | |
| Ceridian Hcm Hldg (DAY) | 2.6 | $5.1M | 53k | 95.91 | |
| Texas Instruments Incorporated (TXN) | 2.3 | $4.4M | 23k | 192.28 | |
| Clorox Company (CLX) | 2.2 | $4.3M | 24k | 179.90 | |
| Novo Nordisk A S Adr (NVO) | 2.1 | $4.0M | 48k | 83.78 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $3.9M | 11k | 365.10 | |
| Zscaler Incorporated (ZS) | 1.8 | $3.5M | 16k | 216.06 | |
| Sailpoint Technlgies Hldgs I | 1.4 | $2.7M | 54k | 51.07 | |
| Facebook Cl A (META) | 0.7 | $1.4M | 4.1k | 347.75 | |
| Asana Cl A (ASAN) | 0.7 | $1.3M | 22k | 62.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.3M | 515.00 | 2442.72 | |
| salesforce (CRM) | 0.6 | $1.3M | 5.1k | 244.21 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.3M | 4.6k | 270.96 | |
| Amazon (AMZN) | 0.5 | $929k | 270.00 | 3440.74 | |
| Domo Com Cl B (DOMO) | 0.5 | $921k | 11k | 80.80 | |
| Box Cl A (BOX) | 0.5 | $889k | 35k | 25.54 | |
| Lululemon Athletica (LULU) | 0.4 | $831k | 2.3k | 364.95 | |
| Dynatrace (DT) | 0.4 | $773k | 13k | 58.43 | |
| Zendesk | 0.4 | $711k | 4.9k | 144.34 | |
| Brookfield Asset Management Cl A Cl A | 0.2 | $306k | 6.0k | 51.00 | |
| Trimas Corp Com New (TRS) | 0.1 | $182k | 6.0k | 30.33 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $45k | 715.00 | 62.94 | |
| Brookfield Asset Mgmt Reins Cl A Exch Lt Vtg | 0.0 | $2.0k | 41.00 | 48.78 |
