Karani Asset Management as of Dec. 31, 2021
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 38 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 9.0 | $18M | 28k | 659.16 | |
| NVIDIA Corporation (NVDA) | 7.8 | $16M | 54k | 294.11 | |
| Costco Wholesale Corporation (COST) | 5.6 | $11M | 20k | 567.69 | |
| Cadence Design Systems (CDNS) | 5.4 | $11M | 59k | 186.35 | |
| Intuit (INTU) | 4.9 | $10M | 16k | 643.25 | |
| Asana Cl A (ASAN) | 4.8 | $9.7M | 130k | 74.55 | |
| Regeneron Pharmaceuticals (REGN) | 4.7 | $9.5M | 15k | 631.53 | |
| Rli (RLI) | 4.1 | $8.3M | 74k | 112.10 | |
| Trupanion (TRUP) | 4.1 | $8.3M | 63k | 132.03 | |
| Docusign (DOCU) | 4.0 | $8.1M | 53k | 152.31 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $7.9M | 14k | 567.09 | |
| Tesla Motors (TSLA) | 3.7 | $7.5M | 7.1k | 1056.80 | |
| Zscaler Incorporated (ZS) | 3.5 | $7.2M | 22k | 321.35 | |
| Deere & Company (DE) | 3.4 | $6.8M | 20k | 342.90 | |
| Apple (AAPL) | 3.2 | $6.5M | 37k | 177.56 | |
| Procore Technologies (PCOR) | 3.0 | $6.1M | 77k | 79.97 | |
| Alnylam Pharmaceuticals (ALNY) | 2.9 | $5.9M | 35k | 169.59 | |
| Pagerduty (PD) | 2.8 | $5.8M | 166k | 34.75 | |
| Texas Instruments Incorporated (TXN) | 2.8 | $5.7M | 30k | 188.46 | |
| Novo Nordisk A S Adr (NVO) | 2.7 | $5.5M | 49k | 112.00 | |
| Shake Shack Cl A (SHAK) | 2.5 | $5.1M | 71k | 72.16 | |
| Twilio Cl A (TWLO) | 2.5 | $5.1M | 19k | 263.34 | |
| Sprout Social Com Cl A (SPT) | 2.1 | $4.2M | 46k | 90.70 | |
| Zoom Video Communications In Cl A (ZM) | 1.1 | $2.2M | 12k | 183.92 | |
| salesforce (CRM) | 0.8 | $1.7M | 6.5k | 254.14 | |
| Atlassian Corp Cl A | 0.6 | $1.2M | 3.1k | 381.18 | |
| Sailpoint Technlgies Hldgs I | 0.6 | $1.2M | 24k | 48.32 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.2M | 3.4k | 336.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.1M | 386.00 | 2896.37 | |
| Dynatrace Com New (DT) | 0.5 | $1.1M | 18k | 60.34 | |
| Health Catalyst (HCAT) | 0.3 | $592k | 15k | 39.60 | |
| Mongodb Cl A (MDB) | 0.3 | $583k | 1.1k | 529.52 | |
| Silicon Laboratories (SLAB) | 0.3 | $579k | 2.8k | 206.42 | |
| Ncino | 0.3 | $571k | 10k | 54.90 | |
| Five9 (FIVN) | 0.3 | $565k | 4.1k | 137.34 | |
| Gitlab Class A Com (GTLB) | 0.2 | $311k | 3.6k | 87.04 | |
| Trimas Corp Com New (TRS) | 0.1 | $222k | 6.0k | 37.00 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $44k | 715.00 | 61.54 |
