Karani Asset Management as of March 31, 2026
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $11M | 63k | 174.40 | |
| Apple (AAPL) | 8.6 | $11M | 42k | 253.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $8.7M | 30k | 287.56 | |
| State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY) | 6.4 | $7.9M | 12k | 650.34 | |
| Microsoft Corporation (MSFT) | 6.4 | $7.8M | 21k | 370.17 | |
| Asml Hldg Nv Ny Registry Shs (ASML) | 4.4 | $5.4M | 4.1k | 1320.83 | |
| Rli (RLI) | 3.7 | $4.5M | 79k | 57.04 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $4.3M | 8.7k | 499.66 | |
| Steel Dynamics (STLD) | 3.4 | $4.2M | 23k | 180.00 | |
| S&p Global (SPGI) | 3.3 | $4.1M | 9.5k | 425.34 | |
| Cummins (CMI) | 3.2 | $3.9M | 7.3k | 538.02 | |
| Old Dominion Freight Line (ODFL) | 3.1 | $3.8M | 19k | 195.40 | |
| Deere & Company (DE) | 3.0 | $3.7M | 6.6k | 563.30 | |
| American Express Company (AXP) | 3.0 | $3.7M | 12k | 302.48 | |
| Applied Materials (AMAT) | 2.6 | $3.2M | 9.4k | 341.79 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $3.0M | 10k | 294.16 | |
| Intuit (INTU) | 2.4 | $3.0M | 6.9k | 432.38 | |
| Jack Henry & Associates (JKHY) | 1.9 | $2.3M | 14k | 158.04 | |
| Lam Research Corp Com New (LRCX) | 1.7 | $2.0M | 9.5k | 213.66 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $1.7M | 8.9k | 194.14 | |
| Kla Corp Com New (KLAC) | 1.3 | $1.6M | 1.1k | 1472.41 | |
| Analog Devices (ADI) | 1.3 | $1.5M | 4.8k | 318.14 | |
| Advanced Micro Devices (AMD) | 1.2 | $1.4M | 7.1k | 203.43 | |
| Cadence Design Systems (CDNS) | 1.0 | $1.3M | 4.5k | 277.87 | |
| Caterpillar (CAT) | 1.0 | $1.2M | 1.7k | 708.46 | |
| Ge Aerospace Com New (GE) | 1.0 | $1.2M | 4.3k | 283.77 | |
| Synopsys (SNPS) | 1.0 | $1.2M | 3.1k | 396.48 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $998k | 1.5k | 653.21 | |
| Eli Lilly & Co. (LLY) | 0.8 | $947k | 1.0k | 919.77 | |
| Merck & Co (MRK) | 0.8 | $943k | 7.8k | 120.29 | |
| salesforce (CRM) | 0.7 | $836k | 4.5k | 186.67 | |
| Delta Air Lines Com New (DAL) | 0.6 | $782k | 12k | 66.48 | |
| Boston Scientific Corporation (BSX) | 0.6 | $762k | 12k | 62.75 | |
| Autodesk (ADSK) | 0.6 | $674k | 2.8k | 239.40 | |
| Cisco Systems (CSCO) | 0.5 | $660k | 8.5k | 77.59 | |
| Procter & Gamble Company (PG) | 0.5 | $638k | 4.4k | 144.44 | |
| Ge Vernova (GEV) | 0.5 | $632k | 724.00 | 872.90 | |
| Roper Industries (ROP) | 0.5 | $615k | 1.7k | 353.86 | |
| Baker Hughes Company Cl A (BKR) | 0.5 | $575k | 9.4k | 61.05 | |
| Johnson & Johnson (JNJ) | 0.4 | $518k | 2.1k | 244.44 | |
| SLB Com Stk (SLB) | 0.4 | $500k | 9.7k | 51.39 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $421k | 1.7k | 243.08 | |
| Travelers Companies (TRV) | 0.3 | $418k | 1.4k | 291.68 | |
| Stryker Corporation (SYK) | 0.3 | $410k | 1.2k | 328.59 | |
| Motorola Solutions Com New (MSI) | 0.3 | $403k | 928.00 | 433.97 | |
| Colgate-Palmolive Company (CL) | 0.3 | $402k | 4.7k | 85.23 | |
| Servicenow (NOW) | 0.3 | $398k | 3.8k | 104.55 | |
| FactSet Research Systems (FDS) | 0.3 | $383k | 1.8k | 216.99 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $357k | 9.7k | 36.75 | |
| Nike CL B (NKE) | 0.3 | $354k | 6.7k | 52.82 | |
| Lululemon Athletica (LULU) | 0.3 | $351k | 2.3k | 153.10 | |
| Trane Technologies SHS (TT) | 0.1 | $83k | 200.00 | 416.74 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $39k | 541.00 | 71.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $6.7k | 14.00 | 479.21 |
