Karani Asset Management as of March 31, 2022
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 8.1 | $15M | 32k | 474.94 | |
| NVIDIA Corporation (NVDA) | 8.0 | $15M | 54k | 272.85 | |
| Costco Wholesale Corporation (COST) | 6.4 | $12M | 21k | 575.85 | |
| Regeneron Pharmaceuticals (REGN) | 5.8 | $11M | 15k | 698.41 | |
| Cadence Design Systems (CDNS) | 5.5 | $10M | 62k | 164.46 | |
| Asana Cl A (ASAN) | 5.5 | $10M | 253k | 39.97 | |
| Trupanion (TRUP) | 4.9 | $9.0M | 102k | 89.12 | |
| Deere & Company (DE) | 4.6 | $8.5M | 21k | 415.46 | |
| Rli (RLI) | 4.6 | $8.4M | 76k | 110.63 | |
| Tesla Motors (TSLA) | 4.2 | $7.8M | 7.3k | 1077.66 | |
| Intuit (INTU) | 3.8 | $7.0M | 15k | 480.84 | |
| Apple (AAPL) | 3.5 | $6.6M | 38k | 174.61 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $6.2M | 14k | 455.63 | |
| Novo-nordisk A S Adr (NVO) | 3.4 | $6.2M | 56k | 111.05 | |
| Alnylam Pharmaceuticals (ALNY) | 3.3 | $6.0M | 37k | 163.28 | |
| Texas Instruments Incorporated (TXN) | 3.2 | $5.9M | 32k | 183.47 | |
| Pagerduty (PD) | 3.2 | $5.9M | 172k | 34.19 | |
| Zscaler Incorporated (ZS) | 2.9 | $5.4M | 23k | 241.26 | |
| Twilio Cl A (TWLO) | 2.9 | $5.4M | 33k | 164.82 | |
| Markel Corporation (MKL) | 2.7 | $4.9M | 3.3k | 1475.34 | |
| Procore Technologies (PCOR) | 2.4 | $4.5M | 78k | 57.96 | |
| Sprout Social Com Cl A (SPT) | 2.0 | $3.7M | 46k | 80.12 | |
| Docusign (DOCU) | 1.3 | $2.4M | 23k | 107.11 | |
| Zoom Video Communications In Cl A (ZM) | 0.8 | $1.4M | 12k | 117.26 | |
| salesforce (CRM) | 0.8 | $1.4M | 6.6k | 212.34 | |
| Sailpoint Technlgies Hldgs I | 0.7 | $1.2M | 24k | 51.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.1M | 387.00 | 2780.36 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.1M | 3.5k | 308.29 | |
| Atlassian Corp Cl A | 0.5 | $916k | 3.1k | 293.78 | |
| Mongodb Cl A (MDB) | 0.3 | $492k | 1.1k | 443.64 | |
| Gitlab Class A Com (GTLB) | 0.2 | $402k | 7.4k | 54.51 | |
| Trimas Corp Com New (TRS) | 0.1 | $193k | 6.0k | 32.17 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $59k | 715.00 | 82.52 |
