Karani Asset Management as of Dec. 31, 2024
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.7 | $7.2M | 54k | 134.29 | |
| Rli (RLI) | 6.7 | $7.2M | 44k | 164.83 | |
| Apple (AAPL) | 6.6 | $7.0M | 28k | 250.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $7.0M | 37k | 189.30 | |
| Deere & Company (DE) | 6.3 | $6.8M | 16k | 423.70 | |
| Mastercard Incorporated Cl A (MA) | 6.0 | $6.4M | 12k | 526.57 | |
| Microsoft Corporation (MSFT) | 5.7 | $6.1M | 15k | 421.50 | |
| American Express Company (AXP) | 5.5 | $5.9M | 20k | 296.79 | |
| Kkr & Co (KKR) | 4.5 | $4.9M | 33k | 147.91 | |
| Adobe Systems Incorporated (ADBE) | 4.2 | $4.5M | 10k | 444.68 | |
| Texas Instruments Incorporated (TXN) | 3.9 | $4.2M | 22k | 187.51 | |
| Cadence Design Systems (CDNS) | 3.7 | $4.0M | 13k | 300.46 | |
| Cummins (CMI) | 3.7 | $3.9M | 11k | 348.60 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.6 | $3.8M | 5.5k | 693.08 | |
| Intuit (INTU) | 3.5 | $3.8M | 6.0k | 628.50 | |
| Pulte (PHM) | 3.3 | $3.6M | 33k | 108.90 | |
| EOG Resources (EOG) | 3.3 | $3.5M | 29k | 122.58 | |
| NVR (NVR) | 2.8 | $3.0M | 364.00 | 8178.90 | |
| Steel Dynamics (STLD) | 2.5 | $2.7M | 24k | 114.07 | |
| Costco Wholesale Corporation (COST) | 2.2 | $2.4M | 2.6k | 916.27 | |
| Novo-nordisk A S Adr (NVO) | 1.9 | $2.0M | 24k | 86.02 | |
| Regeneron Pharmaceuticals (REGN) | 1.5 | $1.7M | 2.3k | 712.33 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $1.5M | 2.5k | 588.68 | |
| Visa Com Cl A (V) | 1.2 | $1.3M | 4.2k | 316.04 | |
| Merck & Co (MRK) | 1.2 | $1.3M | 13k | 99.48 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $719k | 3.0k | 239.71 | |
| Applied Materials (AMAT) | 0.6 | $622k | 3.8k | 162.63 | |
| Trane Technologies SHS (TT) | 0.2 | $163k | 440.00 | 369.35 |
