Karani Asset Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Karani Asset Management LLC reported 28 stock positions worth $107.2 million. Its top holding was Nvidia (NVDA) at 6.7% of the portfolio, followed by Rli (RLI, 6.7%) and Apple (AAPL, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001792430
- Portfolio Value
- $107.2M (Q4 2024)
- SEC Filing
- 0001493152-25-006866 ↗ filed Feb 14, 2025
Holdings Value
Holdings 28 stocks · $107.2M
| NVDA Nvidia Corp. | 6.73% | 53,681 | $7.2M | — |
| RLI Rli Corp. | 6.71% | 43,662 | $7.2M | — |
| AAPL Apple Inc. | 6.55% | 28,043 | $7.0M | — |
| GOOGL Alphabet Inc. Class A | 6.55% | 37,070 | $7.0M | — |
| DE Deere & Co. | 6.32% | 15,975 | $6.8M | — |
| MA Mastercard Inc. Class A | 6.02% | 12,248 | $6.4M | — |
| MSFT Microsoft Corp. | 5.73% | 14,577 | $6.1M | — |
| AXP American Express Co. | 5.47% | 19,748 | $5.9M | — |
| KKR KKR & Co. Inc. | 4.53% | 32,826 | $4.9M | — |
| ADBE Adobe Inc. | 4.19% | 10,104 | $4.5M | — |
| TXN Texas Instruments Inc. | 3.91% | 22,349 | $4.2M | — |
| CDNS Cadence Design SYS Inc. | 3.74% | 13,345 | $4.0M | — |
| CMI Cummins Inc. | 3.68% | 11,318 | $3.9M | — |
| ASML ASML Holding NV-NY Reg SHS | 3.57% | 5,513 | $3.8M | — |
| INTU Intuit Inc. | 3.54% | 6,042 | $3.8M | — |
| PHM Pultegroup Inc. | 3.32% | 32,643 | $3.6M | — |
| EOG EOG Resources Inc. | 3.30% | 28,832 | $3.5M | — |
| NVR NVR Inc. | 2.78% | 364 | $3.0M | — |
| STLD Steel Dynamics Inc. | 2.50% | 23,498 | $2.7M | — |
| COST Costco Wholesale Corp. | 2.23% | 2,608 | $2.4M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 1.91% | 23,788 | $2.0M | — |
| REGN Regeneron Pharmaceuticals | 1.54% | 2,323 | $1.7M | — |
| IVV iShares Core S&P 500 ETF | 1.38% | 2,513 | $1.5M | — |
| V Visa Inc. Class A | 1.23% | 4,174 | $1.3M | — |
| MRK Merck & Co. Inc. | 1.17% | 12,634 | $1.3M | — |
| JPM JPMorgan Chase & Co. | 0.67% | 3,000 | $719K | — |
| AMAT Applied Materials Inc. | 0.58% | 3,824 | $622K | — |
| TT Trane Technologies PLC | 0.15% | 440 | $163K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $137.7M | NVDA, AAPL, GOOGL, MSFT, ASML |
| Q1 2026 | 53 | $114.2M | NVDA, AAPL, GOOGL, MSFT, ASML |
| Q4 2025 | 35 | $114.0M | GOOGL, ASML, NVDA, AAPL, SPGI |
| Q3 2025 | 36 | $117.1M | NVDA, GOOGL, ASML, MSFT, AAPL |
| Q2 2025 | 39 | $103.2M | NVDA, MA, MSFT, AXP, GOOGL |
| Q1 2025 | 41 | $94.5M | RLI, DE, AAPL, MA, GOOGL |
| Q4 2024 | 28 | $107.2M | NVDA, RLI, AAPL, GOOGL, DE |