Karani Asset Management LLC

13F filer · CIK 0001792430

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$139MU.S. long equity reported on 13F

Positions559 new · 6 closed

Net flow last quarter-$779KBuys minus sells

Top 10 positions weight53.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202655 positions
NVDANvidia Corp	$13M	9.40%	0.00%	+4.0%	Q4 2019
AAPLApple Inc.	$12.5M	9.02%	0.00%	+4.0%	Q1 2020
GOOGLAlphabet Inc.	$11.1M	8.01%	0.00%	+3.1%	Q4 2019
MSFTMicrosoft Corp	$8.16M	5.88%	0.00%	+3.4%	Q4 2019
ASMLAsml Holding NV	$6.39M	4.61%	0.00%	-20.7%	Q4 2024
AMATApplied Materials Inc	$5.39M	3.88%	0.00%	-20.9%	Q4 2024
CMICummins Inc	$4.81M	3.47%	0.00%	-7.2%	Q4 2024
MAMastercard Inc	$4.54M	3.27%	0.00%	+1.7%	Q1 2020
AMDAdvanced Micro Devices Inc	$4.5M	3.25%	0.00%	+8.9%	Q2 2023
STLDSteel Dynamics Inc	$4.08M	2.94%	0.01%	-23.1%	Q3 2023
AXPAmerican Express Co	$4.07M	2.93%	0.00%	-0.6%	Q1 2023
LRCXLam Research Corp	$4.04M	2.91%	0.00%	-1.7%	Q1 2025
RLIRli Corp	$4.02M	2.90%	0.07%	-13.9%	Q3 2021
DEDeere & Co	$3.94M	2.84%	0.00%	-6.0%	Q4 2019
JPMJPMorgan Chase & Co	$3.62M	2.61%	0.00%	+9.3%	Q3 2023
SPGIS&P Global Inc.	$3.57M	2.57%	0.00%	-8.1%	Q1 2025
ODFLOld Dominion Freight Line, Inc.	$3.35M	2.42%	0.01%	-20.1%	Q2 2025
ADIAnalog Devices Inc	$2.32M	1.67%	0.00%	+20.8%	Q1 2026
KLACKla Corp	$2.28M	1.64%	0.00%	-28.7%	Q1 2025
TXNTexas Instruments Inc	$2.19M	1.58%	0.00%	-17.3%	Q2 2021
CDNSCadence Design Systems Inc	$2.14M	1.54%	0.00%	+26.4%	Q4 2019
CATCaterpillar Inc	$2.11M	1.52%	0.00%	+14.7%	Q1 2026
INTUIntuit Inc.	$1.95M	1.41%	0.00%	+9.3%	Q4 2019
GEGeneral Electric Co	$1.61M	1.16%	0.00%	Not reported	Q2 2025
SNPSSynopsys Inc	$1.43M	1.03%	0.00%	+4.7%	Q3 2020
MSIMotorola Solutions, Inc.	$1.34M	0.96%	0.00%	+246.9%	Q1 2026
SYKStryker Corp	$1.33M	0.96%	0.00%	+239.6%	Q1 2026
LLYELI LILLY & Co	$1.23M	0.89%	0.00%	-0.2%	Q1 2025
NOWServiceNow, Inc.	$1.18M	0.85%	0.00%	+213.2%	Q3 2022
GEVGE Vernova Inc.	$1.13M	0.81%	0.00%	+32.6%	Q1 2026
MRKMerck & Co., Inc.	$1.01M	0.73%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$1M	0.72%	0.00%	+54.4%	Q1 2025
TRVTravelers Companies, Inc.	$739K	0.53%	0.00%	+56.3%	Q1 2026
CSCOCisco Systems, Inc.	$729K	0.53%	0.00%	-27.0%	Q1 2025
BSXBoston Scientific Corp	$727K	0.52%	0.00%	+40.2%	Q1 2026
CRMSalesforce, Inc.	$709K	0.51%	0.00%	+1.0%	Q4 2019
DALDelta Air Lines, Inc.	$677K	0.49%	0.00%	-38.5%	Q4 2019
MSMorgan Stanley	$604K	0.44%	0.00%	New	Q2 2026
PGRProgressive Corp	$577K	0.42%	0.00%	New	Q2 2026
MARMarriott International Inc	$538K	0.39%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$537K	0.39%	0.00%	-0.2%	Q4 2019
GWWW.W. Grainger, Inc.	$532K	0.38%	0.00%	Not reported	Q1 2025
HLTHilton Worldwide Holdings Inc.	$531K	0.38%	0.00%	Not reported	Q4 2019
NVONovo Nordisk A S	$465K	0.34%	Not reported	0.0%	Q4 2019
ROPRoper Technologies Inc	$440K	0.32%	0.00%	-25.2%	Q2 2025
ETNEaton Corp plc	$421K	0.30%	0.00%	New	Q2 2026
ADSKAutodesk, Inc.	$393K	0.28%	0.00%	-28.3%	Q1 2025
BKRBaker Hughes Co	$384K	0.28%	0.00%	-26.5%	Q1 2026
URIUnited Rentals, Inc.	$369K	0.27%	0.00%	Not reported	Q3 2025
NXPINXP Semiconductors N.V.	$354K	0.26%	0.00%	New	Q2 2026

Q1 2026Reported May 15, 202652 positions
NVDANvidia Corp	$10.9M	8.95%	0.00%	+37.6%	Q4 2019
AAPLApple Inc.	$10.5M	8.64%	0.00%	+55.6%	Q1 2020
GOOGLAlphabet Inc.	$8.68M	7.11%	0.00%	+1.6%	Q4 2019
MSFTMicrosoft Corp	$7.83M	6.41%	0.00%	+56.6%	Q4 2019
ASMLAsml Holding NV	$5.35M	4.38%	0.00%	-49.1%	Q4 2024
RLIRli Corp	$4.51M	3.69%	0.09%	-19.7%	Q3 2021
MAMastercard Inc	$4.34M	3.56%	0.00%	-23.9%	Q1 2020
STLDSteel Dynamics Inc	$4.16M	3.41%	0.02%	-10.6%	Q3 2023
SPGIS&P Global Inc.	$4.06M	3.33%	0.00%	-23.8%	Q1 2025
CMICummins Inc	$3.91M	3.20%	0.01%	-6.7%	Q4 2024
ODFLOld Dominion Freight Line, Inc.	$3.78M	3.10%	0.01%	-41.3%	Q2 2025
DEDeere & Co	$3.72M	3.05%	0.00%	-50.4%	Q4 2019
AXPAmerican Express Co	$3.66M	3.00%	0.00%	+1.8%	Q1 2023
AMATApplied Materials Inc	$3.22M	2.64%	0.00%	-38.9%	Q4 2024
JPMJPMorgan Chase & Co	$2.97M	2.43%	0.00%	+401.2%	Q3 2023
INTUIntuit Inc.	$2.96M	2.43%	0.00%	+4.2%	Q4 2019
JKHYJack Henry & Associates Inc	$2.27M	1.86%	0.02%	-40.7%	Q4 2025
LRCXLam Research Corp	$2.03M	1.66%	0.00%	+82.6%	Q1 2025
TXNTexas Instruments Inc	$1.73M	1.41%	0.00%	-52.5%	Q2 2021
KLACKla Corp	$1.56M	1.28%	0.00%	-21.0%	Q1 2025
ADIAnalog Devices Inc	$1.54M	1.26%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$1.45M	1.19%	0.00%	Not reported	Q2 2023
CDNSCadence Design Systems Inc	$1.25M	1.03%	0.00%	+104.0%	Q4 2019
CATCaterpillar Inc	$1.23M	1.00%	0.00%	New	Q1 2026
GEGeneral Electric Co	$1.22M	1.00%	0.00%	+53.7%	Q2 2025
SNPSSynopsys Inc	$1.22M	1.00%	0.00%	Not reported	Q3 2020
LLYELI LILLY & Co	$947K	0.78%	0.00%	-9.2%	Q1 2025
MRKMerck & Co., Inc.	$943K	0.77%	0.00%	-23.3%	Q3 2023
CRMSalesforce, Inc.	$836K	0.68%	0.00%	+67.6%	Q4 2019
DALDelta Air Lines, Inc.	$782K	0.64%	0.00%	Not reported	Q4 2019
BSXBoston Scientific Corp	$762K	0.62%	0.00%	New	Q1 2026
ADSKAutodesk, Inc.	$674K	0.55%	0.00%	Not reported	Q1 2025
CSCOCisco Systems, Inc.	$660K	0.54%	0.00%	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$638K	0.52%	0.00%	Not reported	Q1 2025
GEVGE Vernova Inc.	$632K	0.52%	0.00%	New	Q1 2026
ROPRoper Technologies Inc	$615K	0.50%	0.00%	+34.7%	Q2 2025
BKRBaker Hughes Co	$575K	0.47%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$518K	0.42%	0.00%	Not reported	Q4 2019
SLBSLB Limited	$500K	0.41%	0.00%	New	Q1 2026
ADBEAdobe Inc.	$421K	0.34%	0.00%	Not reported	Q4 2019
TRVTravelers Companies, Inc.	$418K	0.34%	0.00%	New	Q1 2026
SYKStryker Corp	$410K	0.34%	0.00%	New	Q1 2026
MSIMotorola Solutions, Inc.	$403K	0.33%	0.00%	New	Q1 2026
CLColgate Palmolive Co	$402K	0.33%	0.00%	Not reported	Q1 2025
NOWServiceNow, Inc.	$398K	0.33%	0.00%	Not reported	Q3 2022
FDSFactset Research Systems Inc	$383K	0.31%	0.00%	New	Q1 2026
NVONovo Nordisk A S	$357K	0.29%	Not reported	-66.9%	Q4 2019
NKENIKE, Inc.	$354K	0.29%	0.00%	New	Q1 2026
LULUlululemon athletica inc.	$351K	0.29%	0.00%	Not reported	Q4 2019
TTTrane Technologies plc	$83.3K	0.07%	0.00%	Not reported	Q3 2023

Q4 2025Reported Feb 17, 202633 positions
GOOGLAlphabet Inc.	$9.3M	7.61%	0.00%	-19.7%	Q4 2019
ASMLAsml Holding NV	$8.51M	6.97%	0.00%	-3.6%	Q4 2024
NVDANvidia Corp	$8.49M	6.95%	0.00%	-23.4%	Q4 2019
AAPLApple Inc.	$7.26M	5.95%	0.00%	+0.6%	Q1 2020
SPGIS&P Global Inc.	$6.55M	5.36%	0.00%	+66.4%	Q1 2025
MSFTMicrosoft Corp	$6.53M	5.35%	0.00%	-3.7%	Q4 2019
MAMastercard Inc	$6.52M	5.34%	0.00%	-3.4%	Q1 2020
RLIRli Corp	$6.3M	5.16%	0.11%	+7.2%	Q3 2021
DEDeere & Co	$6.21M	5.08%	0.00%	+20.5%	Q4 2019
ODFLOld Dominion Freight Line, Inc.	$5.17M	4.24%	0.02%	+45.6%	Q2 2025
JKHYJack Henry & Associates Inc	$4.43M	3.63%	0.03%	New	Q4 2025
AXPAmerican Express Co	$4.39M	3.60%	0.00%	-4.3%	Q1 2023
STLDSteel Dynamics Inc	$4.38M	3.58%	0.02%	-3.0%	Q3 2023
INTUIntuit Inc.	$4.36M	3.57%	0.00%	+18.0%	Q4 2019
CMICummins Inc	$3.98M	3.26%	0.01%	-26.1%	Q4 2024
AMATApplied Materials Inc	$3.97M	3.25%	0.00%	-4.8%	Q4 2024
TXNTexas Instruments Inc	$3.25M	2.66%	0.00%	-5.4%	Q2 2021
KLACKla Corp	$1.63M	1.34%	0.00%	-0.2%	Q1 2025
NVONovo Nordisk A S	$1.49M	1.22%	Not reported	-20.7%	Q4 2019
LLYELI LILLY & Co	$1.22M	1.00%	0.00%	-1.9%	Q1 2025
MRKMerck & Co., Inc.	$1.08M	0.88%	0.00%	-9.1%	Q3 2023
LRCXLam Research Corp	$890K	0.73%	0.00%	Not reported	Q1 2025
GEGeneral Electric Co	$863K	0.71%	0.00%	-0.3%	Q2 2025
ISRGIntuitive Surgical Inc	$744K	0.61%	0.00%	-0.3%	Q3 2025
FICOFair Isaac Corp	$719K	0.59%	0.00%	-0.5%	Q2 2025
CRMSalesforce, Inc.	$708K	0.58%	0.00%	-0.5%	Q4 2019
URIUnited Rentals, Inc.	$704K	0.58%	0.00%	-0.2%	Q3 2025
CDNSCadence Design Systems Inc	$691K	0.57%	0.00%	-78.5%	Q4 2019
JPMJPMorgan Chase & Co	$650K	0.53%	0.00%	Not reported	Q3 2023
COSTCostco Wholesale Corp	$620K	0.51%	0.00%	-0.3%	Q1 2020
ROPRoper Technologies Inc	$574K	0.47%	0.00%	-0.4%	Q2 2025
NFLXNetflix Inc	$505K	0.41%	0.00%	-1.1%	Q2 2025
TTTrane Technologies plc	$77.8K	0.06%	0.00%	Not reported	Q3 2023
Q3 2025Reported Nov 14, 202534 positions
NVDANvidia Corp	$11.1M	8.85%	0.00%	+7.8%	Q4 2019
GOOGLAlphabet Inc.	$8.99M	7.18%	0.00%	+15.8%	Q4 2019
ASMLAsml Holding NV	$7.99M	6.38%	0.00%	+32.2%	Q4 2024
MSFTMicrosoft Corp	$7.27M	5.80%	0.00%	+11.2%	Q4 2019
AAPLApple Inc.	$6.76M	5.40%	0.00%	+10.5%	Q1 2020
MAMastercard Inc	$6.72M	5.37%	0.00%	+4.8%	Q1 2020
RLIRli Corp	$5.99M	4.78%	0.10%	+26.4%	Q3 2021
PHMPultegroup Inc	$5.42M	4.33%	0.02%	+3.1%	Q3 2022
DEDeere & Co	$5.06M	4.04%	0.00%	+20.1%	Q4 2019
KKRKKR & Co. Inc.	$4.77M	3.81%	0.00%	-13.2%	Q2 2022
CMICummins Inc	$4.45M	3.55%	0.01%	-0.2%	Q4 2024
AXPAmerican Express Co	$4.12M	3.29%	0.00%	-32.3%	Q1 2023
INTUIntuit Inc.	$3.81M	3.04%	0.00%	+2.7%	Q4 2019
STLDSteel Dynamics Inc	$3.71M	2.97%	0.02%	+20.0%	Q3 2023
SPGIS&P Global Inc.	$3.67M	2.93%	0.00%	+90.7%	Q1 2025
TXNTexas Instruments Inc	$3.64M	2.91%	0.00%	-2.8%	Q2 2021
CDNSCadence Design Systems Inc	$3.61M	2.88%	0.00%	+1.1%	Q4 2019
AMATApplied Materials Inc	$3.32M	2.65%	0.00%	+54.9%	Q4 2024
ODFLOld Dominion Freight Line, Inc.	$3.19M	2.55%	0.01%	+442.1%	Q2 2025
NVONovo Nordisk A S	$2.05M	1.64%	Not reported	+18.9%	Q4 2019
KLACKla Corp	$1.45M	1.16%	0.00%	+18.0%	Q1 2025
MRKMerck & Co., Inc.	$943K	0.75%	0.00%	-1.8%	Q3 2023
LLYELI LILLY & Co	$882K	0.70%	0.00%	-12.8%	Q1 2025
GEGeneral Electric Co	$846K	0.68%	0.00%	+110.4%	Q2 2025
URIUnited Rentals, Inc.	$832K	0.66%	0.00%	New	Q3 2025
LRCXLam Research Corp	$696K	0.56%	0.00%	-51.0%	Q1 2025
COSTCostco Wholesale Corp	$667K	0.53%	0.00%	+94.9%	Q1 2020
NFLXNetflix Inc	$653K	0.52%	0.00%	+116.3%	Q2 2025
ROPRoper Technologies Inc	$646K	0.52%	0.00%	+9.3%	Q2 2025
FICOFair Isaac Corp	$639K	0.51%	0.00%	+10.6%	Q2 2025
CRMSalesforce, Inc.	$636K	0.51%	0.00%	+8.1%	Q4 2019
JPMJPMorgan Chase & Co	$636K	0.51%	0.00%	Not reported	Q3 2023
ISRGIntuitive Surgical Inc	$589K	0.47%	0.00%	New	Q3 2025
TTTrane Technologies plc	$84.4K	0.07%	0.00%	Not reported	Q3 2023

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