Karani Asset Management as of March 31, 2023
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 36 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 7.6 | $7.2M | 17k | 428.75 | |
| Regeneron Pharmaceuticals (REGN) | 6.9 | $6.5M | 7.9k | 821.67 | |
| Cadence Design Systems (CDNS) | 5.5 | $5.2M | 25k | 210.09 | |
| Deere & Company (DE) | 5.1 | $4.9M | 12k | 412.88 | |
| NVIDIA Corporation (NVDA) | 5.0 | $4.7M | 17k | 277.77 | |
| Rli (RLI) | 4.7 | $4.4M | 33k | 132.91 | |
| Apple (AAPL) | 4.2 | $4.0M | 24k | 164.90 | |
| Novo-nordisk A S Adr (NVO) | 4.2 | $4.0M | 25k | 159.14 | |
| Texas Instruments Incorporated (TXN) | 4.2 | $3.9M | 21k | 186.01 | |
| Intuit (INTU) | 4.1 | $3.9M | 8.7k | 445.83 | |
| EOG Resources (EOG) | 3.9 | $3.7M | 32k | 114.63 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $3.7M | 9.5k | 385.37 | |
| Costco Wholesale Corporation (COST) | 3.7 | $3.5M | 7.1k | 496.87 | |
| Kkr & Co (KKR) | 3.7 | $3.5M | 66k | 52.52 | |
| Palantir Technologies Cl A (PLTR) | 3.7 | $3.4M | 408k | 8.45 | |
| Alnylam Pharmaceuticals (ALNY) | 3.3 | $3.1M | 16k | 200.32 | |
| NVR (NVR) | 3.2 | $3.0M | 544.00 | 5572.19 | |
| American Express Company (AXP) | 3.1 | $2.9M | 18k | 164.95 | |
| Pulte (PHM) | 3.0 | $2.9M | 49k | 58.28 | |
| Procore Technologies (PCOR) | 3.0 | $2.9M | 46k | 62.63 | |
| Markel Corporation (MKL) | 2.9 | $2.7M | 2.1k | 1277.41 | |
| Microsoft Corporation (MSFT) | 2.6 | $2.5M | 8.6k | 288.30 | |
| Asana Cl A (ASAN) | 2.1 | $2.0M | 96k | 21.13 | |
| Atlassian Corporation Cl A (TEAM) | 0.9 | $869k | 5.1k | 171.17 | |
| First Republic Bank/san F (FRCB) | 0.6 | $607k | 43k | 13.99 | |
| Servicenow (NOW) | 0.6 | $587k | 1.3k | 464.72 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $582k | 5.6k | 103.73 | |
| Mongodb Cl A (MDB) | 0.6 | $580k | 2.5k | 233.12 | |
| Sprout Social Com Cl A (SPT) | 0.6 | $536k | 8.8k | 60.88 | |
| Snowflake Cl A (SNOW) | 0.6 | $528k | 3.4k | 154.29 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $450k | 3.6k | 124.40 | |
| salesforce (CRM) | 0.4 | $373k | 1.9k | 199.78 | |
| Box Cl A (BOX) | 0.4 | $369k | 14k | 26.79 | |
| BlackRock (BLK) | 0.2 | $234k | 349.00 | 669.12 | |
| Gitlab Class A Com (GTLB) | 0.2 | $181k | 5.3k | 34.29 | |
| Zscaler Incorporated (ZS) | 0.1 | $106k | 904.00 | 116.83 |
