Karani Asset Management LLC Buys Alnylam Pharmaceuticals Inc, Tesla Inc, Guidewire Software Inc, Sells Air Lease Corp, Dynatrace Inc, Paycom Software Inc

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Aug 05, 2020
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Investment company Karani Asset Management LLC (Current Portfolio) buys Alnylam Pharmaceuticals Inc, Tesla Inc, Guidewire Software Inc, Mastercard Inc, Cadence Design Systems Inc, sells Air Lease Corp, Dynatrace Inc, Paycom Software Inc, Stitch Fix Inc, Equity Residential during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Karani Asset Management LLC. As of 2020Q2, Karani Asset Management LLC owns 59 stocks with a total value of $129 million. These are the details of the buys and sells.

For the details of Karani Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/karani+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Karani Asset Management LLC
  1. Tesla Inc (TSLA) - 10,884 shares, 9.11% of the total portfolio. Shares added by 30.79%
  2. HubSpot Inc (HUBS) - 34,787 shares, 6.05% of the total portfolio. Shares reduced by 15.62%
  3. Adobe Inc (ADBE) - 16,719 shares, 5.64% of the total portfolio. Shares added by 2.84%
  4. Regeneron Pharmaceuticals Inc (REGN) - 9,925 shares, 4.80% of the total portfolio. Shares reduced by 2.55%
  5. Trupanion Inc (TRUP) - 128,150 shares, 4.24% of the total portfolio. Shares reduced by 2.55%
New Purchase: Alnylam Pharmaceuticals Inc (ALNY)

Karani Asset Management LLC initiated holding in Alnylam Pharmaceuticals Inc. The purchase prices were between $104.21 and $156.44, with an estimated average price of $134.22. The stock is now traded at around $150.00. The impact to a portfolio due to this purchase was 3.06%. The holding were 26,690 shares as of .

New Purchase: Cadence Design Systems Inc (CDNS)

Karani Asset Management LLC initiated holding in Cadence Design Systems Inc. The purchase prices were between $63.93 and $95.96, with an estimated average price of $83.29. The stock is now traded at around $109.79. The impact to a portfolio due to this purchase was 0.6%. The holding were 8,008 shares as of .

New Purchase: MongoDB Inc (MDB)

Karani Asset Management LLC initiated holding in MongoDB Inc. The purchase prices were between $120.47 and $238.38, with an estimated average price of $184.32. The stock is now traded at around $216.92. The impact to a portfolio due to this purchase was 0.13%. The holding were 740 shares as of .

New Purchase: SailPoint Technologies Holdings Inc (SAIL)

Karani Asset Management LLC initiated holding in SailPoint Technologies Holdings Inc. The purchase prices were between $13.15 and $26.77, with an estimated average price of $20.52. The stock is now traded at around $31.61. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,174 shares as of .

New Purchase: Domo Inc (DOMO)

Karani Asset Management LLC initiated holding in Domo Inc. The purchase prices were between $8.54 and $32.25, with an estimated average price of $21.95. The stock is now traded at around $32.39. The impact to a portfolio due to this purchase was 0.13%. The holding were 5,179 shares as of .

New Purchase: Coupa Software Inc (COUP)

Karani Asset Management LLC initiated holding in Coupa Software Inc. The purchase prices were between $126.22 and $277.04, with an estimated average price of $199.86. The stock is now traded at around $316.54. The impact to a portfolio due to this purchase was 0.13%. The holding were 628 shares as of .

Added: Tesla Inc (TSLA)

Karani Asset Management LLC added to a holding in Tesla Inc by 30.79%. The purchase prices were between $454.47 and $1079.81, with an estimated average price of $803.57. The stock is now traded at around $1487.22. The impact to a portfolio due to this purchase was 2.14%. The holding were 10,884 shares as of .

Added: Guidewire Software Inc (GWRE)

Karani Asset Management LLC added to a holding in Guidewire Software Inc by 52.04%. The purchase prices were between $73.98 and $110.85, with an estimated average price of $95.68. The stock is now traded at around $119.54. The impact to a portfolio due to this purchase was 1.32%. The holding were 44,827 shares as of .

Added: Mastercard Inc (MA)

Karani Asset Management LLC added to a holding in Mastercard Inc by 38.62%. The purchase prices were between $228.61 and $313.15, with an estimated average price of $281.32. The stock is now traded at around $327.64. The impact to a portfolio due to this purchase was 0.89%. The holding were 13,855 shares as of .

Added: Atlassian Corporation PLC (TEAM)

Karani Asset Management LLC added to a holding in Atlassian Corporation PLC by 151.70%. The purchase prices were between $129.01 and $188.32, with an estimated average price of $165.47. The stock is now traded at around $179.90. The impact to a portfolio due to this purchase was 0.57%. The holding were 6,718 shares as of .

Added: Zscaler Inc (ZS)

Karani Asset Management LLC added to a holding in Zscaler Inc by 87.20%. The purchase prices were between $60.86 and $113.05, with an estimated average price of $82.37. The stock is now traded at around $134.82. The impact to a portfolio due to this purchase was 0.49%. The holding were 12,327 shares as of .

Added: Ceridian HCM Holding Inc (CDAY)

Karani Asset Management LLC added to a holding in Ceridian HCM Holding Inc by 88.07%. The purchase prices were between $39.21 and $83.87, with an estimated average price of $63.8. The stock is now traded at around $83.84. The impact to a portfolio due to this purchase was 0.41%. The holding were 14,126 shares as of .

Sold Out: Viasat Inc (VSAT)

Karani Asset Management LLC sold out a holding in Viasat Inc. The sale prices were between $32.89 and $47.73, with an estimated average price of $40.67.

Sold Out: Paylocity Holding Corp (PCTY)

Karani Asset Management LLC sold out a holding in Paylocity Holding Corp. The sale prices were between $74.02 and $146.33, with an estimated average price of $115.71.

Sold Out: AppFolio Inc (APPF)

Karani Asset Management LLC sold out a holding in AppFolio Inc. The sale prices were between $87.17 and $173.1, with an estimated average price of $130.27.

Sold Out: Citigroup Inc (C)

Karani Asset Management LLC sold out a holding in Citigroup Inc. The sale prices were between $37.49 and $61.24, with an estimated average price of $47.31.

Sold Out: Johnson & Johnson (JNJ)

Karani Asset Management LLC sold out a holding in Johnson & Johnson. The sale prices were between $128.81 and $155.51, with an estimated average price of $145.42.

Sold Out: Safeguard Scientifics Inc (SFE)

Karani Asset Management LLC sold out a holding in Safeguard Scientifics Inc. The sale prices were between $5.04 and $7.61, with an estimated average price of $6.31.



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