Holdings
Karani Asset Management LLC
As of Jun 30, 2026, Karani Asset Management LLC reported 52 positions worth US$135M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 65,153 | US$13M | +2,503 | Jun 30, 2026 |
| Apple Inc | 43,229 | US$12.5M | +1,669 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 31,100 | US$11.1M | +922 | Jun 30, 2026 |
| Microsoft Corp. | 21,877 | US$8.16M | +723 | Jun 30, 2026 |
| Asml Holding Nv | 3,214 | US$6.39M | −837 | Jun 30, 2026 |
| Applied Materials, Inc. | 7,451 | US$5.39M | −1,971 | Jun 30, 2026 |
| Cummins Inc. | 6,747 | US$4.81M | −522 | Jun 30, 2026 |
| Mastercard Incorporated | 8,839 | US$4.54M | +147 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 7,755 | US$4.5M | +634 | Jun 30, 2026 |
| Steel Dynamics, Inc. | 17,764 | US$4.08M | −5,340 | Jun 30, 2026 |