Karani Asset Management LLC Buys Delta Air Lines Inc, VMware Inc, Costco Wholesale Corp, Sells Tesla Inc, Berkshire Hathaway Inc, Onex Corp

• New Purchases: COST, AAPL, MA, GWRE, OSK, APPF,
• Added Positions: DAL, VMW, SHAK, AL, NVO, HUBS, INTU, PAYC, EQR, FB, DT, CRM, DE, NVDA, AVB, GOOGL, LULU, SAP, FTNT, CDAY, MSFT, BAM, EOG,
• Reduced Positions: TSLA, CLX, REGN, TRUP, TEAM, ZS, ZEN, TPL, PCTY, ADBE, LUV, RNG, VSAT, JDSHF, WDFC, JNJ, SPLK, DOCU,
• Sold Out: BRK.B, ONEXF, EXR, TWTR, CDNS, PVH, HLT, CMCSA, NSIT, NSP, XEC,

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

1. Air Lease Corp (AL) - 250,188 shares, 5.92% of the total portfolio. Shares added by 36.71%
2. HubSpot Inc (HUBS) - 41,227 shares, 5.87% of the total portfolio. Shares added by 13.34%
3. Adobe Inc (ADBE) - 16,257 shares, 5.53% of the total portfolio. Shares reduced by 7.2%
4. Regeneron Pharmaceuticals Inc (REGN) - 10,185 shares, 5.31% of the total portfolio. Shares reduced by 26.15%
5. Intuit Inc (INTU) - 21,017 shares, 5.17% of the total portfolio. Shares added by 9.80%

Karani Asset Management LLC initiated holding in Costco Wholesale Corp. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $303.00. The impact to a portfolio due to this purchase was 2.7%. The holding were 8,850 shares as of .

Karani Asset Management LLC initiated holding in Apple Inc. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $293.95. The impact to a portfolio due to this purchase was 2.59%. The holding were 9,540 shares as of .

Karani Asset Management LLC initiated holding in Mastercard Inc. The purchase prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $274.97. The impact to a portfolio due to this purchase was 2.58%. The holding were 9,995 shares as of .

Karani Asset Management LLC initiated holding in Guidewire Software Inc. The purchase prices were between $76.06 and $122.6, with an estimated average price of $104.94. The stock is now traded at around $90.84. The impact to a portfolio due to this purchase was 2.5%. The holding were 29,484 shares as of .

Karani Asset Management LLC initiated holding in Oshkosh Corp. The purchase prices were between $48.78 and $94.68, with an estimated average price of $78.95. The stock is now traded at around $67.53. The impact to a portfolio due to this purchase was 0.69%. The holding were 10,104 shares as of .

Karani Asset Management LLC initiated holding in AppFolio Inc. The purchase prices were between $84.99 and $144.9, with an estimated average price of $119.52. The stock is now traded at around $109.86. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,182 shares as of .

Karani Asset Management LLC added to a holding in Delta Air Lines Inc by 1080.70%. The purchase prices were between $21.35 and $62.03, with an estimated average price of $50.04. The stock is now traded at around $25.91. The impact to a portfolio due to this purchase was 4.36%. The holding were 156,029 shares as of .

Karani Asset Management LLC added to a holding in VMware Inc by 364.10%. The purchase prices were between $93.01 and $162.33, with an estimated average price of $138.29. The stock is now traded at around $131.52. The impact to a portfolio due to this purchase was 3.84%. The holding were 37,764 shares as of .

Karani Asset Management LLC added to a holding in Shake Shack Inc by 114.32%. The purchase prices were between $32.51 and $76.64, with an estimated average price of $59.59. The stock is now traded at around $54.51. The impact to a portfolio due to this purchase was 2.22%. The holding were 103,302 shares as of .

Karani Asset Management LLC added to a holding in Air Lease Corp by 36.71%. The purchase prices were between $10.81 and $49.63, with an estimated average price of $38.44. The stock is now traded at around $26.15. The impact to a portfolio due to this purchase was 1.59%. The holding were 250,188 shares as of .

Karani Asset Management LLC added to a holding in Novo Nordisk A/S by 37.84%. The purchase prices were between $49.46 and $64.78, with an estimated average price of $59.61. The stock is now traded at around $63.33. The impact to a portfolio due to this purchase was 1.01%. The holding were 57,065 shares as of .

Karani Asset Management LLC added to a holding in Paycom Software Inc by 42.64%. The purchase prices were between $178.94 and $337.74, with an estimated average price of $274.91. The stock is now traded at around $261.02. The impact to a portfolio due to this purchase was 0.37%. The holding were 5,737 shares as of .

Karani Asset Management LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $162.13 and $230.2, with an estimated average price of $213.25.

Karani Asset Management LLC sold out a holding in Onex Corp. The sale prices were between $27.88 and $68.02, with an estimated average price of $57.01.

Karani Asset Management LLC sold out a holding in Extra Space Storage Inc. The sale prices were between $74.61 and $115.43, with an estimated average price of $104.44.

Karani Asset Management LLC sold out a holding in Twitter Inc. The sale prices were between $22 and $39.05, with an estimated average price of $32.44.

Karani Asset Management LLC sold out a holding in Cadence Design Systems Inc. The sale prices were between $54.32 and $80.02, with an estimated average price of $69.58.

Karani Asset Management LLC sold out a holding in PVH Corp. The sale prices were between $29.05 and $106.23, with an estimated average price of $77.44.

Karani Asset Management LLC reduced to a holding in Tesla Inc by 69.9%. The sale prices were between $361.22 and $917.42, with an estimated average price of $619.73. The stock is now traded at around $781.88. The impact to a portfolio due to this sale was -7.33%. Karani Asset Management LLC still held 8,322 shares as of .

Karani Asset Management LLC reduced to a holding in Clorox Co by 34.63%. The sale prices were between $151.52 and $197.88, with an estimated average price of $164.92. The stock is now traded at around $186.44. The impact to a portfolio due to this sale was -1.57%. Karani Asset Management LLC still held 21,314 shares as of .