Q1 2025 · 13F-HR
Karani Asset Management LLCholdings as filed
Filed 2025-05-15 · accession 0001641172-25-010905
$94.5M
Reported value
41
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 749607107 | RLI | RLI CORP | $6.5M | 6.84% | 80,427 | Common | NONE |
| 244199105 | DE | DEERE & CO | $5.8M | 6.16% | 12,406 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $5.7M | 6.02% | 25,603 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $5.4M | 5.74% | 9,888 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $5.1M | 5.43% | 33,165 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.0M | 5.28% | 46,005 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $4.2M | 4.49% | 15,764 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $4.1M | 4.39% | 11,035 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $4.1M | 4.31% | 10,608 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $3.8M | 4.04% | 21,241 | Common | NONE |
| 26875P101 | EOG | EOG RES INC | $3.7M | 3.88% | 28,548 | Common | NONE |
| 461202103 | INTU | INTUIT | $3.4M | 3.65% | 5,617 | Common | NONE |
| N07059210 | ASML | ASML HOLDING N V | $3.3M | 3.47% | 4,943 | Common | NONE |
| 231021106 | CMI | CUMMINS INC | $3.0M | 3.19% | 9,620 | Common | NONE |
| 858119100 | STLD | STEEL DYNAMICS INC | $2.9M | 3.11% | 23,475 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $2.7M | 2.86% | 10,618 | Common | NONE |
| 745867101 | PHM | PULTE GROUP INC | $2.4M | 2.58% | 23,674 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.4M | 2.55% | 14,146 | Common | NONE |
| 92826C839 | V | VISA INC | $2.4M | 2.53% | 6,811 | Common | NONE |
| 48251W104 | KKR | KKR & CO INC | $2.4M | 2.49% | 20,376 | Common | NONE |
| 670100205 | NVO | NOVO-NORDISK A S | $2.1M | 2.25% | 30,632 | Common | SOLE |
| 62944T105 | NVR | NVR INC | $2.0M | 2.12% | 277 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $1.3M | 1.37% | 1,373 | Common | NONE |
| 78409V104 | SPGI | S&P GLOBAL INC | $1.2M | 1.29% | 2,398 | Common | NONE |
| 384802104 | GWW | GRAINGER W W INC | $1.2M | 1.26% | 1,202 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $1.1M | 1.20% | 12,605 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $1.1M | 1.14% | 1,924 | Common | NONE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $958,956 | 1.02% | 1,512 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $668,114 | 0.71% | 2,552 | Common | NONE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $608,488 | 0.64% | 6,494 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $598,785 | 0.63% | 725 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $592,645 | 0.63% | 2,416 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $414,678 | 0.44% | 610 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $407,787 | 0.43% | 2,810 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $404,648 | 0.43% | 5,566 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $341,793 | 0.36% | 797 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $300,898 | 0.32% | 4,876 | Common | NONE |
| 55354G100 | MSCI | MSCI INC | $298,019 | 0.32% | 527 | Common | NONE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $253,056 | 0.27% | 894 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $101,076 | 0.11% | 300 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $62,247 | 0.07% | 108 | Common | SOLE |
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.