Karani Asset Management as of June 30, 2021
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 51 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 |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 10.3 | $27M | 40k | 679.72 | |
| Shake Shack Cl A (SHAK) | 6.1 | $16M | 150k | 107.02 | |
| Trupanion (TRUP) | 5.9 | $16M | 135k | 115.10 | |
| Hubspot (HUBS) | 5.3 | $14M | 24k | 582.70 | |
| Texas Pacific Land Trust | 5.1 | $14M | 8.5k | 1599.70 | |
| Regeneron Pharmaceuticals (REGN) | 4.4 | $12M | 21k | 558.52 | |
| NVIDIA Corporation (NVDA) | 4.1 | $11M | 14k | 800.10 | |
| Docusign (DOCU) | 3.5 | $9.4M | 34k | 279.56 | |
| Coupa Software | 3.5 | $9.3M | 36k | 262.12 | |
| Zoom Video Communications Cl A (ZM) | 3.5 | $9.2M | 24k | 387.03 | |
| Pagerduty (PD) | 3.3 | $8.8M | 206k | 42.58 | |
| Costco Wholesale Corporation (COST) | 3.3 | $8.8M | 22k | 395.69 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $8.5M | 15k | 585.63 | |
| Intuit (INTU) | 2.8 | $7.5M | 15k | 490.14 | |
| Cadence Design Systems (CDNS) | 2.8 | $7.5M | 55k | 136.83 | |
| Health Catalyst (HCAT) | 2.7 | $7.1M | 128k | 55.51 | |
| Deere & Company (DE) | 2.7 | $7.1M | 20k | 352.72 | |
| Apple (AAPL) | 2.3 | $6.2M | 45k | 136.95 | |
| EOG Resources (EOG) | 2.3 | $6.2M | 74k | 83.45 | |
| Zscaler Incorporated (ZS) | 2.1 | $5.5M | 26k | 216.06 | |
| Ceridian Hcm Hldg (DAY) | 1.9 | $5.1M | 53k | 95.91 | |
| Sailpoint Technlgies Hldgs I | 1.7 | $4.6M | 91k | 51.07 | |
| Vmware Cl A | 1.7 | $4.4M | 31k | 143.66 | |
| Texas Instruments Incorporated (TXN) | 1.7 | $4.4M | 23k | 192.28 | |
| Clorox Company (CLX) | 1.6 | $4.3M | 24k | 179.90 | |
| Novo Nordisk A S Adr (NVO) | 1.5 | $4.0M | 48k | 83.78 | |
| Mastercard Cl A (MA) | 1.5 | $3.9M | 11k | 365.10 | |
| Stitch Fix Cl A (SFIX) | 1.4 | $3.8M | 139k | 27.13 | |
| salesforce (CRM) | 1.0 | $2.7M | 11k | 244.21 | |
| WD-40 Company (WDFC) | 0.8 | $2.2M | 12k | 189.35 | |
| Facebook Cl A (META) | 0.5 | $1.4M | 4.1k | 347.75 | |
| Asana Cl A (ASAN) | 0.5 | $1.3M | 22k | 62.03 | |
| Alphabet Cl A (GOOGL) | 0.5 | $1.3M | 515.00 | 2442.72 | |
| Microsoft Corporation (MSFT) | 0.5 | $1.3M | 4.6k | 270.96 | |
| Zendesk | 0.4 | $1.1M | 7.4k | 144.34 | |
| Amazon (AMZN) | 0.4 | $929k | 270.00 | 3440.74 | |
| Slack Technologies Com Cl A | 0.4 | $928k | 35k | 26.86 | |
| Domo Com Cl B (DOMO) | 0.3 | $921k | 11k | 80.80 | |
| Box Cl A (BOX) | 0.3 | $889k | 35k | 25.54 | |
| Lululemon Athletica (LULU) | 0.3 | $831k | 2.3k | 364.95 | |
| Dynatrace (DT) | 0.3 | $773k | 13k | 58.43 | |
| Southwest Airlines (LUV) | 0.3 | $686k | 18k | 37.52 | |
| Ringcentral Cl A (RNG) | 0.3 | $669k | 2.4k | 274.52 | |
| Svmk Inc ordinary shares | 0.2 | $500k | 23k | 22.13 | |
| Trimas Corporation (TRS) | 0.2 | $455k | 15k | 30.33 | |
| Brookfield Asset Management Cl A Cl A | 0.1 | $308k | 6.0k | 50.98 | |
| stock | 0.1 | $203k | 1.1k | 188.31 | |
| Yext (YEXT) | 0.1 | $197k | 13k | 15.19 | |
| Synopsys (SNPS) | 0.1 | $192k | 899.00 | 213.57 | |
| Workday Cl A (WDAY) | 0.1 | $187k | 868.00 | 215.44 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $45k | 715.00 | 62.94 |
