KA

Karani Asset Management LLC

13F
Karani Asset Management LLC
Last update 2025-05-15 41 Stocks (13 new)
Value $94.00 Mil Turnover 11 %
Countries:
Top Holdings: RLI(6.84%)DE(6.16%)AAPL(6.02%)MA(5.74%)GOOGL(5.43%)
Summary Stock Picks Current Portfolio
Karani Asset Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RLI 		RLI Corp
80,427
6,460.7
-7.90%
6.840
-0.53%
0.090
+1.24%
-6.35%
7,054.6
Insurance
DE 		Deere & Co
12,406
5,822.8
-22.34%
6.160
-1.41%
0.000
+5.67%
+19.90%
137,108.9
Farm & Heavy Construction Machinery
AAPL 		Apple Inc
25,603
5,687.2
-8.70%
6.020
-0.57%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
MA 		Mastercard Inc
9,888
5,419.8
-19.27%
5.740
-1.16%
0.000
+1.77%
+11.55%
531,772.9
Credit Services
GOOGL 		Alphabet Inc
33,165
5,128.6
-10.53%
5.430
-0.69%
0.000
+0.97%
-9.17%
2,090,081.7
Interactive Media
NVDA 		NVIDIA Corp
46,005
4,986.0
-14.30%
5.280
-0.96%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
AXP 		American Express Co
15,764
4,241.3
-20.17%
4.490
-1.10%
0.000
-1.97%
-0.36%
206,008.2
Credit Services
MSFT 		Microsoft Corp
11,035
4,142.4
-24.30%
4.390
-1.39%
0.000
+16.18%
+9.64%
3,421,645.9
Software
ADBE 		Adobe Inc
10,608
4,068.5
+4.99%
4.310
+0.20%
0.000
-5.35%
-6.65%
176,911.4
Software
TXN 		Texas Instruments Inc
21,241
3,817.0
-4.96%
4.040
-0.19%
0.000
-5.91%
-0.93%
166,114.1
Semiconductors

Karani Asset Management LLC's Historical Top Holdings Breakdowns

Karani Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PG 		Procter & Gamble Co2025-03-31New Buy
+2.55%
●
158.56 ($167.49) 176.26
$169.89
1.43%
New holding
14,146
14,146
KKR 		KKR & Co Inc2025-03-31Reduce
-1.72%
●
108.17 ($137.58) 167.07
$121.46
-11.72%
Reduce -37.93%
20,376
-12,450
DE 		Deere & Co2025-03-31Reduce
-1.41%
●
408.57 ($467.8) 509.27
$506.26
8.22%
Reduce -22.34%
12,406
-3,569
MSFT 		Microsoft Corp2025-03-31Reduce
-1.39%
●
375.39 ($407.71) 447.2
$460.36
12.91%
Reduce -24.3%
11,035
-3,542
SPGI 		S&P Global Inc2025-03-31New Buy
+1.29%
●
478.26 ($510.97) 543.77
$512.86
0.37%
New holding
2,398
2,398
GWW 		W.W. Grainger Inc2025-03-31New Buy
+1.26%
●
953.54 ($1033.91) 1132.42
$1,087.56
5.19%
New holding
1,202
1,202
MA 		Mastercard Inc2025-03-31Reduce
-1.16%
●
504.67 ($544.39) 576.31
$585.60
7.57%
Reduce -19.27%
9,888
-2,360
AXP 		American Express Co2025-03-31Reduce
-1.10%
●
255.39 ($295.58) 325.87
$294.05
-0.52%
Reduce -20.17%
15,764
-3,984
COST 		Costco Wholesale Corp2025-03-31Reduce
-1.06%
●
890.62 ($974.97) 1076.86
$1,040.18
6.69%
Reduce -47.35%
1,373
-1,235
V 		Visa Inc2025-03-31Add
+0.98%
●
306.92 ($338.38) 362.71
$365.19
7.92%
Add 63.18%
6,811
2,637

Karani Asset Management LLC Total Holding History ($B)

To

Karani Asset Management LLC's Asset Allocation

To

Karani Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Karani Asset Management LLC's Hypothetical Growth since 2025-03-31

Karani Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Karani Asset Management LLC's Holdings Heat Map

Size field:

Karani Asset Management LLC's Holdings Bubble Chart

Karani Asset Management LLC News

  • 1

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