KARANI ASSET MANAGEMENT LLC

Filed: 8/14/2025ACC: 0001493152-25-011980

📋 What this filing means

KARANI ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $103.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$103.24M

Total AUM (reported)

497.63K

Total Shares

Allocation by class

COM$77.32M74.9%

CL A$6.34M6.1%

CAP STK CL A$5.63M5.5%

NY REGISTRY SHS$5.00M4.8%

COM CL A$2.42M2.3%

COM NEW$2.40M2.3%

ADR$2.15M2.1%

Portfolio Concentration

Top 3$21.32M20.7%

4–10$36.96M35.8%

11–25$38.02M36.8%

Rest$6.93M6.7%

Top 3 weight

20.7%

Top 10 weight

56.5%

Voting Authority Distribution

Total shares with voting rights: 497.63K

Sole

Full voting authority

212.78K

% of voting shares42.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

284.84K

% of voting shares57.2%

Investment Discretion (by position count)

Sole39

Shared0

Other0

Dominant voting typeNone · 57.2% of voting shares

Institutional Holdings39

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares55.12K

TypeSH

Market value$8.71M

8.44%

Sole

24.54K

Shared

0.00

None

30.58K

MASTERCARD INCORPORATED

SOLE

CL A

Shares11.28K

TypeSH

Market value$6.34M

6.14%

Sole

4.70K

Shared

0.00

None

6.58K

MICROSOFT CORP

SOLE

COM

Shares12.62K

TypeSH

Market value$6.28M

6.08%

Sole

5.41K

Shared

0.00

None

7.21K

AMERICAN EXPRESS CO

SOLE

COM

Shares18.33K

TypeSH

Market value$5.85M

5.66%

Sole

6.04K

Shared

0.00

None

12.29K

ALPHABET INC

SOLE

CAP STK CL A

Shares31.94K

TypeSH

Market value$5.63M

5.45%

Sole

13.13K

Shared

0.00

None

18.81K

KKR & CO INC

SOLE

COM

Shares42.28K

TypeSH

Market value$5.62M

5.45%

Sole

19.94K

Shared

0.00

None

22.34K

RLI CORP

SOLE

COM

Shares72.62K

TypeSH

Market value$5.24M

5.08%

Sole

28.85K

Shared

0.00

None

43.77K

ASML HOLDING N V

SOLE

NY REGISTRY SHS

Shares6.24K

TypeSH

Market value$5.00M

4.85%

Sole

2.96K

Shared

0.00

None

3.29K

APPLE INC

SOLE

COM

Shares24.04K

TypeSH

Market value$4.93M

4.78%

Sole

8.63K

Shared

0.00

None

15.41K

DEERE & CO

SOLE

COM

Shares9.21K

TypeSH

Market value$4.68M

4.54%

Sole

3.81K

Shared

0.00

None

5.40K

INTUIT

SOLE

COM

Shares5.42K

TypeSH

Market value$4.27M

4.14%

Sole

1.75K

Shared

0.00

None

3.68K

TEXAS INSTRS INC

SOLE

COM

Shares20.38K

TypeSH

Market value$4.23M

4.10%

Sole

6.19K

Shared

0.00

None

14.19K

PULTE GROUP INC

SOLE

COM

Shares39.80K

TypeSH

Market value$4.20M

4.07%

Sole

20.14K

Shared

0.00

None

19.65K

CUMMINS INC

SOLE

COM

Shares10.55K

TypeSH

Market value$3.46M

3.35%

Sole

3.61K

Shared

0.00

None

6.95K

ADOBE INC

SOLE

COM

Shares8.51K

TypeSH

Market value$3.29M

3.19%

Sole

2.73K

Shared

0.00

None

5.78K

CADENCE DESIGN SYSTEM INC

SOLE

COM

Shares10.16K

TypeSH

Market value$3.13M

3.03%

Sole

4.37K

Shared

0.00

None

5.79K

STEEL DYNAMICS INC

SOLE

COM

Shares22.20K

TypeSH

Market value$2.84M

2.75%

Sole

11.29K

Shared

0.00

None

10.91K

VISA INC

SOLE

COM CL A

Shares6.83K

TypeSH

Market value$2.42M

2.35%

Sole

427.00

Shared

0.00

None

6.40K

NOVO-NORDISK A S

SOLE

ADR

Shares31.13K

TypeSH

Market value$2.15M

2.08%

Sole

27.70K

Shared

0.00

None

3.43K

S&P GLOBAL INC

SOLE

COM

Shares3.95K

TypeSH

Market value$2.08M

2.02%

Sole

972.00

Shared

0.00

None

2.98K

APPLIED MATLS INC

SOLE

COM

Shares10.46K

TypeSH

Market value$1.92M

1.86%

Sole

512.00

Shared

0.00

None

9.95K

LAM RESEARCH CORP

SOLE

COM NEW

Shares10.61K

TypeSH

Market value$1.03M

1.00%

Sole

1.01K

Shared

0.00

None

9.60K

ELI LILLY & CO

SOLE

COM

Shares1.32K

TypeSH

Market value$1.03M

1.00%

Sole

1.30K

Shared

0.00

None

26.00

KLA CORP

SOLE

COM NEW

Shares1.14K

TypeSH

Market value$1.02M

0.99%

Sole

111.00

Shared

0.00

None

1.03K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.52K

TypeSH

Market value$946.3K

0.92%

Sole

0.00

Shared

0.00

None

1.52K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	55.12K	SH	$8.71M 8.44%	24.54K	30.58K
MASTERCARD INCORPORATEDSOLE	CL A	11.28K	SH	$6.34M 6.14%	4.70K	6.58K
MICROSOFT CORPSOLE	COM	12.62K	SH	$6.28M 6.08%	5.41K	7.21K
AMERICAN EXPRESS COSOLE	COM	18.33K	SH	$5.85M 5.66%	6.04K	12.29K
ALPHABET INCSOLE	CAP STK CL A	31.94K	SH	$5.63M 5.45%	13.13K	18.81K
KKR & CO INCSOLE	COM	42.28K	SH	$5.62M 5.45%	19.94K	22.34K
RLI CORPSOLE	COM	72.62K	SH	$5.24M 5.08%	28.85K	43.77K
ASML HOLDING N VSOLE	NY REGISTRY SHS	6.24K	SH	$5.00M 4.85%	2.96K	3.29K
APPLE INCSOLE	COM	24.04K	SH	$4.93M 4.78%	8.63K	15.41K
DEERE & COSOLE	COM	9.21K	SH	$4.68M 4.54%	3.81K	5.40K
INTUITSOLE	COM	5.42K	SH	$4.27M 4.14%	1.75K	3.68K
TEXAS INSTRS INCSOLE	COM	20.38K	SH	$4.23M 4.10%	6.19K	14.19K
PULTE GROUP INCSOLE	COM	39.80K	SH	$4.20M 4.07%	20.14K	19.65K
CUMMINS INCSOLE	COM	10.55K	SH	$3.46M 3.35%	3.61K	6.95K
ADOBE INCSOLE	COM	8.51K	SH	$3.29M 3.19%	2.73K	5.78K
CADENCE DESIGN SYSTEM INCSOLE	COM	10.16K	SH	$3.13M 3.03%	4.37K	5.79K
STEEL DYNAMICS INCSOLE	COM	22.20K	SH	$2.84M 2.75%	11.29K	10.91K
VISA INCSOLE	COM CL A	6.83K	SH	$2.42M 2.35%	427.00	6.40K
NOVO-NORDISK A SSOLE	ADR	31.13K	SH	$2.15M 2.08%	27.70K	3.43K
S&P GLOBAL INCSOLE	COM	3.95K	SH	$2.08M 2.02%	972.00	2.98K
APPLIED MATLS INCSOLE	COM	10.46K	SH	$1.92M 1.86%	512.00	9.95K
LAM RESEARCH CORPSOLE	COM NEW	10.61K	SH	$1.03M 1.00%	1.01K	9.60K
ELI LILLY & COSOLE	COM	1.32K	SH	$1.03M 1.00%	1.30K	26.00
KLA CORPSOLE	COM NEW	1.14K	SH	$1.02M 0.99%	111.00	1.03K
ISHARES TRSOLE	CORE S&P500 ETF	1.52K	SH	$946.3K 0.92%	0.00	1.52K

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