Filed: 2/14/2025ACC: 0001493152-25-006866
📋 What this filing means
KARANI ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $107.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$107.18M
Total AUM (reported)
467.14K
Total Shares
Allocation by class
COM$84.88M79.2%
CAP STK CL A$7.02M6.5%
CL A$6.45M6.0%
N Y REGISTRY SHS$3.82M3.6%
ADR$2.05M1.9%
CORE S&P500 ETF$1.48M1.4%
COM CL A$1.32M1.2%
Portfolio Concentration
Top 3$21.43M20.0%
4–10$41.59M38.8%
11–25$42.66M39.8%
Rest$1.50M1.4%
Top 3 weight
20.0%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 467.14K
Sole
Full voting authority
220.60K
shares
% of voting shares47.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
246.54K
shares
% of voting shares52.8%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeNone · 52.8% of voting shares
Institutional Holdings28
Rows:
NVIDIA CORPORATION
SOLEShares53.68K
TypeSH
Market value$7.21M
6.73%
Sole
21.91K
Shared
0.00
None
31.77K
RLI CORP
SOLEShares43.66K
TypeSH
Market value$7.20M
6.71%
Sole
18.43K
Shared
0.00
None
25.24K
APPLE INC
SOLEShares28.04K
TypeSH
Market value$7.02M
6.55%
Sole
10.95K
Shared
0.00
None
17.09K
ALPHABET INC
SOLEShares37.07K
TypeSH
Market value$7.02M
6.55%
Sole
12.90K
Shared
0.00
None
24.17K
DEERE & CO
SOLEShares15.97K
TypeSH
Market value$6.77M
6.32%
Sole
7.10K
Shared
0.00
None
8.88K
MASTERCARD INCORPORATED
SOLEShares12.25K
TypeSH
Market value$6.45M
6.02%
Sole
4.55K
Shared
0.00
None
7.70K
MICROSOFT CORP
SOLEShares14.58K
TypeSH
Market value$6.14M
5.73%
Sole
5.51K
Shared
0.00
None
9.07K
AMERICAN EXPRESS CO
SOLEShares19.75K
TypeSH
Market value$5.86M
5.47%
Sole
7.83K
Shared
0.00
None
11.92K
KKR & CO INC
SOLEShares32.83K
TypeSH
Market value$4.86M
4.53%
Sole
17.90K
Shared
0.00
None
14.93K
ADOBE INC
SOLEShares10.10K
TypeSH
Market value$4.49M
4.19%
Sole
3.89K
Shared
0.00
None
6.21K
TEXAS INSTRS INC
SOLEShares22.35K
TypeSH
Market value$4.19M
3.91%
Sole
9.90K
Shared
0.00
None
12.45K
CADENCE DESIGN SYSTEM INC
SOLEShares13.35K
TypeSH
Market value$4.01M
3.74%
Sole
6.58K
Shared
0.00
None
6.76K
CUMMINS INC
SOLEShares11.32K
TypeSH
Market value$3.95M
3.68%
Sole
5.75K
Shared
0.00
None
5.57K
ASML HOLDING N V
SOLEShares5.51K
TypeSH
Market value$3.82M
3.57%
Sole
2.54K
Shared
0.00
None
2.97K
INTUIT
SOLEShares6.04K
TypeSH
Market value$3.80M
3.54%
Sole
2.40K
Shared
0.00
None
3.64K
PULTE GROUP INC
SOLEShares32.64K
TypeSH
Market value$3.55M
3.32%
Sole
17.32K
Shared
0.00
None
15.33K
EOG RES INC
SOLEShares28.83K
TypeSH
Market value$3.53M
3.30%
Sole
12.60K
Shared
0.00
None
16.23K
NVR INC
SOLEShares364.00
TypeSH
Market value$2.98M
2.78%
Sole
159.00
Shared
0.00
None
205.00
STEEL DYNAMICS INC
SOLEShares23.50K
TypeSH
Market value$2.68M
2.50%
Sole
12.57K
Shared
0.00
None
10.93K
COSTCO WHSL CORP NEW
SOLEShares2.61K
TypeSH
Market value$2.39M
2.23%
Sole
1.30K
Shared
0.00
None
1.31K
NOVO-NORDISK A S
SOLEShares23.79K
TypeSH
Market value$2.05M
1.91%
Sole
22.89K
Shared
0.00
None
896.00
REGENERON PHARMACEUTICALS
SOLEShares2.32K
TypeSH
Market value$1.65M
1.54%
Sole
2.19K
Shared
0.00
None
138.00
ISHARES TR
SOLEShares2.51K
TypeSH
Market value$1.48M
1.38%
Sole
0.00
Shared
0.00
None
2.51K
VISA INC
SOLEShares4.17K
TypeSH
Market value$1.32M
1.23%
Sole
999.00
Shared
0.00
None
3.17K
MERCK & CO INC
SOLEShares12.63K
TypeSH
Market value$1.26M
1.17%
Sole
11.47K
Shared
0.00
None
1.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 53.68K | SH | $7.21M 6.73% | 21.91K | 0.00 | 31.77K |
RLI CORPSOLE | COM | 43.66K | SH | $7.20M 6.71% | 18.43K | 0.00 | 25.24K |
APPLE INCSOLE | COM | 28.04K | SH | $7.02M 6.55% | 10.95K | 0.00 | 17.09K |
ALPHABET INCSOLE | CAP STK CL A | 37.07K | SH | $7.02M 6.55% | 12.90K | 0.00 | 24.17K |
DEERE & COSOLE | COM | 15.97K | SH | $6.77M 6.32% | 7.10K | 0.00 | 8.88K |
MASTERCARD INCORPORATEDSOLE | CL A | 12.25K | SH | $6.45M 6.02% | 4.55K | 0.00 | 7.70K |
MICROSOFT CORPSOLE | COM | 14.58K | SH | $6.14M 5.73% | 5.51K | 0.00 | 9.07K |
AMERICAN EXPRESS COSOLE | COM | 19.75K | SH | $5.86M 5.47% | 7.83K | 0.00 | 11.92K |
KKR & CO INCSOLE | COM | 32.83K | SH | $4.86M 4.53% | 17.90K | 0.00 | 14.93K |
ADOBE INCSOLE | COM | 10.10K | SH | $4.49M 4.19% | 3.89K | 0.00 | 6.21K |
TEXAS INSTRS INCSOLE | COM | 22.35K | SH | $4.19M 3.91% | 9.90K | 0.00 | 12.45K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 13.35K | SH | $4.01M 3.74% | 6.58K | 0.00 | 6.76K |
CUMMINS INCSOLE | COM | 11.32K | SH | $3.95M 3.68% | 5.75K | 0.00 | 5.57K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 5.51K | SH | $3.82M 3.57% | 2.54K | 0.00 | 2.97K |
INTUITSOLE | COM | 6.04K | SH | $3.80M 3.54% | 2.40K | 0.00 | 3.64K |
PULTE GROUP INCSOLE | COM | 32.64K | SH | $3.55M 3.32% | 17.32K | 0.00 | 15.33K |
EOG RES INCSOLE | COM | 28.83K | SH | $3.53M 3.30% | 12.60K | 0.00 | 16.23K |
NVR INCSOLE | COM | 364.00 | SH | $2.98M 2.78% | 159.00 | 0.00 | 205.00 |
STEEL DYNAMICS INCSOLE | COM | 23.50K | SH | $2.68M 2.50% | 12.57K | 0.00 | 10.93K |
COSTCO WHSL CORP NEWSOLE | COM | 2.61K | SH | $2.39M 2.23% | 1.30K | 0.00 | 1.31K |
NOVO-NORDISK A SSOLE | ADR | 23.79K | SH | $2.05M 1.91% | 22.89K | 0.00 | 896.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 2.32K | SH | $1.65M 1.54% | 2.19K | 0.00 | 138.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 2.51K | SH | $1.48M 1.38% | 0.00 | 0.00 | 2.51K |
VISA INCSOLE | COM CL A | 4.17K | SH | $1.32M 1.23% | 999.00 | 0.00 | 3.17K |
MERCK & CO INCSOLE | COM | 12.63K | SH | $1.26M 1.17% | 11.47K | 0.00 | 1.17K |
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