Karani Asset Management LLC
Karani Asset Management LLC reported 57 holdings worth US$139M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Karani Asset Management LLC reported 57 holdings worth US$139M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 57
- Value as reported
- US$139M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 65,153 | US$13M | 9.4% |
| Apple Inc | 43,229 | US$12.5M | 9.0% |
| Alphabet Inc (google) Class C | 31,100 | US$11.1M | 8.0% |
| Microsoft Corp. | 21,877 | US$8.16M | 5.9% |
| Asml Holding Nv | 3,214 | US$6.39M | 4.6% |
| Applied Materials, Inc. | 7,451 | US$5.39M | 3.9% |
| Cummins Inc. | 6,747 | US$4.81M | 3.5% |
| Mastercard Incorporated | 8,839 | US$4.54M | 3.3% |
| Advanced Micro Devices Inc | 7,755 | US$4.5M | 3.2% |
| Steel Dynamics, Inc. | 17,764 | US$4.08M | 2.9% |
| American Express Company | 12,023 | US$4.07M | 2.9% |
| Lam Research Corporation | 9,330 | US$4.04M | 2.9% |
| Rli Corp. | 68,106 | US$4.02M | 2.9% |
| Deere & Company | 6,216 | US$3.94M | 2.8% |
| Jp Morgan Chase & Co. | 11,048 | US$3.62M | 2.6% |
| S&p Global Inc. | 8,769 | US$3.57M | 2.6% |
| Old Dominion Freight Line, Inc. | 15,470 | US$3.35M | 2.4% |
| Analog Devices, Inc. | 5,839 | US$2.32M | 1.7% |
| Kla Corporation | 7,560 | US$2.28M | 1.6% |
| Texas Instruments Incorporated | 7,360 | US$2.19M | 1.6% |
| Cadence Design Systems, Inc. | 5,703 | US$2.14M | 1.5% |
| Caterpillar, Inc. | 1,986 | US$2.11M | 1.5% |
| Intuit Inc. | 7,490 | US$1.95M | 1.4% |
| Ge Aerospace | 4,306 | US$1.61M | 1.2% |
| Synopsys, Inc. | 3,213 | US$1.43M | 1.0% |
| Motorola Solutions, Inc. | 3,219 | US$1.34M | 0.96% |
| Stryker Corporation | 4,235 | US$1.33M | 0.96% |
| Eli Lilly And Company | 1,028 | US$1.23M | 0.89% |
| Servicenow, Inc. | 11,915 | US$1.18M | 0.85% |
| Ge Vernova Inc. | 960 | US$1.13M | 0.81% |
| Merck & Company, Inc. | 7,836 | US$1.01M | 0.73% |
| Procter & Gamble Company (the) | 6,820 | US$1M | 0.72% |
| The Travelers Companies, Inc. | 2,240 | US$739K | 0.53% |
| Cisco Systems, Inc. | 6,208 | US$729K | 0.53% |
| Boston Scientific Corporation | 17,028 | US$727K | 0.52% |
| Salesforce, Inc. | 4,523 | US$709K | 0.51% |
| Delta Air Lines, Inc. | 7,233 | US$677K | 0.49% |
| Morgan Stanley | 2,888 | US$604K | 0.44% |
| Progressive Corporation (the) | 2,643 | US$577K | 0.42% |
| Marriott International | 1,452 | US$538K | 0.39% |
| Johnson & Johnson | 2,115 | US$537K | 0.39% |
| W.w. Grainger, Inc. | 391 | US$532K | 0.38% |
| Hilton Worldwide Holdings Inc. | 1,606 | US$531K | 0.38% |
| Novo Nordisk A/s Class B | 9,709 | US$465K | 0.34% |
| Roper Technologies, Inc. | 1,300 | US$440K | 0.32% |
| Autodesk, Inc. | 2,019 | US$393K | 0.28% |
| Baker Hughes Company | 6,926 | US$384K | 0.28% |
| United Rentals, Inc. | 326 | US$369K | 0.27% |
| Colgate-palmolive Company | 3,762 | US$345K | 0.25% |
| Factset Research Systems Inc. | 1,237 | US$285K | 0.21% |
| Adobe Inc. | 1,296 | US$266K | 0.19% |
| Booking Holdings Inc. Common Stock | 1,266 | US$226K | 0.16% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Ge Healthcare Technologies Inc. | 0 | US$0 | 0.00% |
| Jack Henry & Associates, Inc. | 0 | US$0 | 0.00% |
| Lululemon Athletica Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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