Q4 2024 · 13F-HR
Karani Asset Management LLCholdings as filed
Filed 2025-02-14 · accession 0001493152-25-006866
$107.2M
Reported value
28
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.2M | 6.73% | 53,681 | Common | NONE |
| 749607107 | RLI | RLI CORP | $7.2M | 6.71% | 43,662 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $7.0M | 6.55% | 28,043 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $7.0M | 6.55% | 37,070 | Common | NONE |
| 244199105 | DE | DEERE & CO | $6.8M | 6.32% | 15,975 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $6.4M | 6.02% | 12,248 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $6.1M | 5.73% | 14,577 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $5.9M | 5.47% | 19,748 | Common | NONE |
| 48251W104 | KKR | KKR & CO INC | $4.9M | 4.53% | 32,826 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $4.5M | 4.19% | 10,104 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $4.2M | 3.91% | 22,349 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $4.0M | 3.74% | 13,345 | Common | NONE |
| 231021106 | CMI | CUMMINS INC | $3.9M | 3.68% | 11,318 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $3.8M | 3.57% | 5,513 | Common | NONE |
| 461202103 | INTU | INTUIT | $3.8M | 3.54% | 6,042 | Common | NONE |
| 745867101 | PHM | PULTE GROUP INC | $3.6M | 3.32% | 32,643 | Common | SOLE |
| 26875P101 | EOG | EOG RES INC | $3.5M | 3.30% | 28,832 | Common | NONE |
| 62944T105 | NVR | NVR INC | $3.0M | 2.78% | 364 | Common | NONE |
| 858119100 | STLD | STEEL DYNAMICS INC | $2.7M | 2.50% | 23,498 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $2.4M | 2.23% | 2,608 | Common | NONE |
| 670100205 | NVO | NOVO-NORDISK A S | $2.0M | 1.91% | 23,788 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $1.7M | 1.54% | 2,323 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.5M | 1.38% | 2,513 | Common | NONE |
| 92826C839 | V | VISA INC | $1.3M | 1.23% | 4,174 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $1.3M | 1.17% | 12,634 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $719,130 | 0.67% | 3,000 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $621,897 | 0.58% | 3,824 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $162,514 | 0.15% | 440 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.