Karani Asset Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$122.1M
Q ending 2026-03-31
Prior quarter
$122.1M
Q ending 2025-12-31
Change
+0.0% QoQ · +29.3% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $10.9M | 63K |
| Apple Inc | AAPL | Shares | $10.5M | 42K |
| Alphabet Inc | GOOGL | Shares | $8.7M | 30K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $7.9M | 12K |
| Microsoft Corp | MSFT | Shares | $7.8M | 21K |
| Asml Hldg Nv | Shares | $5.4M | 4K | |
| Rli Corp | RLI | Shares | $4.5M | 79K |
| Mastercard Incorporated | MA | Shares | $4.3M | 9K |
| Steel Dynamics Inc | STLD | Shares | $4.2M | 23K |
| S&P Global Inc | SPGI | Shares | $4.1M | 10K |
| Cummins Inc | CMI | Shares | $3.9M | 7K |
| Old Dominion Freight Line In | ODFL | Shares | $3.8M | 19K |
| Deere & Co | DE | Shares | $3.7M | 7K |
| American Express Co | AXP | Shares | $3.7M | 12K |
| Applied Matls Inc | AMAT | Shares | $3.2M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $3.0M | 10K |
| Intuit | INTU | Shares | $3.0M | 7K |
| Henry Jack & Assoc Inc | JKHY | Shares | $2.3M | 14K |
| Lam Research Corp | LRCX | Shares | $2.0M | 9K |
| Texas Instrs Inc | TXN | Shares | $1.7M | 9K |
| Kla Corp | KLAC | Shares | $1.6M | 1K |
| Analog Devices Inc | ADI | Shares | $1.5M | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $1.4M | 7K |
| Cadence Design System Inc | CDNS | Shares | $1.3M | 5K |
| Caterpillar Inc | CAT | Shares | $1.2M | 2K |
| Ge Aerospace | GE | Shares | $1.2M | 4K |
| Synopsys Inc | SNPS | Shares | $1.2M | 3K |
| Ishares Tr | IVV | Shares | $997K | 2K |
| Eli Lilly & Co | LLY | Shares | $947K | 1K |
| Merck & Co Inc | MRK | Shares | $943K | 8K |
| Salesforce Inc | CRM | Shares | $836K | 4K |
| Delta Air Lines Inc | DAL | Shares | $782K | 12K |
| Boston Scientific Corp | BSX | Shares | $762K | 12K |
| Autodesk Inc | ADSK | Shares | $674K | 3K |
| Cisco Sys Inc | CSCO | Shares | $660K | 9K |
| Procter & Gamble Co | PG | Shares | $638K | 4K |
| Ge Vernova Inc | GEV | Shares | $632K | 724 |
| Roper Technologies Inc | ROP | Shares | $615K | 2K |
| Baker Hughes Company | BKR | Shares | $575K | 9K |
| Johnson & Johnson | JNJ | Shares | $518K | 2K |
| Slb Limited | SLB | Shares | $500K | 10K |
| Adobe Inc | ADBE | Shares | $421K | 2K |
| Travelers Companies Inc | TRV | Shares | $418K | 1K |
| Stryker Corporation | SYK | Shares | $410K | 1K |
| Motorola Solutions Inc | MSI | Shares | $403K | 928 |
| Colgate Palmolive Co | CL | Shares | $402K | 5K |
| Servicenow Inc | NOW | Shares | $398K | 4K |
| Factset Resh Sys Inc | FDS | Shares | $383K | 2K |
| Novo-Nordisk A S | NVO | Shares | $357K | 10K |
| Nike Inc | NKE | Shares | $354K | 7K |
| Lululemon Athletica Inc | LULU | Shares | $351K | 2K |
| Trane Technologies Plc | Shares | $83K | 200 | |
| Ge Healthcare Technologies I | GEHC | Shares | $39K | 541 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7K | 14 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.