Karani Asset Management as of June 30, 2023
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 32 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 7.8 | $7.8M | 15k | 532.09 | |
| NVIDIA Corporation (NVDA) | 5.8 | $5.8M | 14k | 423.02 | |
| Regeneron Pharmaceuticals (REGN) | 5.5 | $5.5M | 7.6k | 718.54 | |
| Deere & Company (DE) | 5.2 | $5.2M | 13k | 405.19 | |
| Apple (AAPL) | 5.1 | $5.1M | 26k | 193.97 | |
| Adobe Systems Incorporated (ADBE) | 4.8 | $4.8M | 9.8k | 488.99 | |
| Rli (RLI) | 4.8 | $4.7M | 35k | 136.47 | |
| Cadence Design Systems (CDNS) | 4.6 | $4.6M | 20k | 234.52 | |
| Palantir Technologies Cl A (PLTR) | 4.2 | $4.2M | 273k | 15.33 | |
| Intuit (INTU) | 4.1 | $4.0M | 8.8k | 458.19 | |
| Pulte (PHM) | 4.1 | $4.0M | 52k | 77.68 | |
| Novo Nordisk A S Adr (NVO) | 4.1 | $4.0M | 25k | 161.83 | |
| Costco Wholesale Corporation (COST) | 3.8 | $3.8M | 7.1k | 538.38 | |
| Texas Instruments Incorporated (TXN) | 3.8 | $3.8M | 21k | 180.02 | |
| EOG Resources (EOG) | 3.7 | $3.7M | 32k | 114.44 | |
| Kkr & Co (KKR) | 3.4 | $3.4M | 61k | 56.00 | |
| American Express Company (AXP) | 3.4 | $3.4M | 20k | 174.20 | |
| Microsoft Corporation (MSFT) | 3.1 | $3.1M | 9.1k | 340.54 | |
| NVR (NVR) | 3.0 | $3.0M | 468.00 | 6350.62 | |
| Alnylam Pharmaceuticals (ALNY) | 2.9 | $2.9M | 15k | 189.94 | |
| Markel Corporation (MKL) | 2.8 | $2.7M | 2.0k | 1383.18 | |
| Procore Technologies (PCOR) | 2.8 | $2.7M | 42k | 65.07 | |
| Asana Cl A (ASAN) | 1.8 | $1.8M | 82k | 22.04 | |
| Nucor Corporation (NUE) | 1.4 | $1.4M | 8.5k | 163.98 | |
| Servicenow (NOW) | 1.2 | $1.2M | 2.2k | 561.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $826k | 6.9k | 119.70 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $463k | 3.6k | 128.16 | |
| Atlassian Corp Cl A (TEAM) | 0.4 | $417k | 2.5k | 167.81 | |
| Advanced Micro Devices (AMD) | 0.4 | $413k | 3.6k | 113.91 | |
| Sprout Social Com Cl A (SPT) | 0.2 | $207k | 4.5k | 46.16 | |
| Mongodb Cl A (MDB) | 0.2 | $207k | 503.00 | 410.99 | |
| First Republic Bank/san F (FRCB) | 0.0 | $1.5k | 2.7k | 0.55 |
