Karani Asset Management as of June 30, 2025
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 39 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.4 | $8.7M | 55k | 157.99 | |
| Mastercard Incorporated Cl A (MA) | 6.1 | $6.3M | 11k | 561.94 | |
| Microsoft Corporation (MSFT) | 6.1 | $6.3M | 13k | 497.41 | |
| American Express Company (AXP) | 5.7 | $5.8M | 18k | 318.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $5.6M | 32k | 176.23 | |
| Kkr & Co (KKR) | 5.4 | $5.6M | 42k | 133.03 | |
| Rli (RLI) | 5.1 | $5.2M | 73k | 72.22 | |
| Asml Holding N V Ny Registry Shs (ASML) | 4.8 | $5.0M | 6.2k | 801.39 | |
| Apple (AAPL) | 4.8 | $4.9M | 24k | 205.17 | |
| Deere & Company (DE) | 4.5 | $4.7M | 9.2k | 508.49 | |
| Intuit (INTU) | 4.1 | $4.3M | 5.4k | 787.63 | |
| Texas Instruments Incorporated (TXN) | 4.1 | $4.2M | 20k | 207.62 | |
| Pulte (PHM) | 4.1 | $4.2M | 40k | 105.46 | |
| Cummins (CMI) | 3.3 | $3.5M | 11k | 327.50 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $3.3M | 8.5k | 386.88 | |
| Cadence Design Systems (CDNS) | 3.0 | $3.1M | 10k | 308.15 | |
| Steel Dynamics (STLD) | 2.8 | $2.8M | 22k | 128.01 | |
| Visa Com Cl A (V) | 2.3 | $2.4M | 6.8k | 355.05 | |
| Novo-nordisk A S Adr (NVO) | 2.1 | $2.1M | 31k | 69.02 | |
| S&p Global (SPGI) | 2.0 | $2.1M | 4.0k | 527.29 | |
| Applied Materials (AMAT) | 1.9 | $1.9M | 11k | 183.07 | |
| Lam Research Corp Com New (LRCX) | 1.0 | $1.0M | 11k | 97.34 | |
| Eli Lilly & Co. (LLY) | 1.0 | $1.0M | 1.3k | 779.53 | |
| Kla Corp Com New (KLAC) | 1.0 | $1.0M | 1.1k | 895.74 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $946k | 1.5k | 620.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $943k | 1.9k | 485.77 | |
| Merck & Co (MRK) | 0.9 | $906k | 11k | 79.16 | |
| Fair Isaac Corporation (FICO) | 0.7 | $706k | 386.00 | 1827.96 | |
| Old Dominion Freight Line (ODFL) | 0.7 | $678k | 4.2k | 162.30 | |
| salesforce (CRM) | 0.7 | $677k | 2.5k | 272.69 | |
| Roper Industries (ROP) | 0.7 | $672k | 1.2k | 566.84 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $585k | 2.0k | 289.91 | |
| Costco Wholesale Corporation (COST) | 0.4 | $366k | 370.00 | 989.94 | |
| Ge Aerospace Com New (GE) | 0.3 | $344k | 1.3k | 257.39 | |
| Netflix (NFLX) | 0.3 | $338k | 252.00 | 1339.13 | |
| W.W. Grainger (GWW) | 0.3 | $324k | 311.00 | 1040.24 | |
| Cisco Systems (CSCO) | 0.3 | $268k | 3.9k | 69.38 | |
| Trane Technologies SHS (TT) | 0.1 | $88k | 200.00 | 437.41 | |
| NVR (NVR) | 0.0 | $37k | 5.00 | 7385.60 |
