Filed: 11/14/2025ACC: 0001493152-25-023413
📋 What this filing means
KARANI ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $125.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$125.23M
Total AUM (reported)
553.25K
Total Shares
Allocation by class
COM$86.40M69.0%
CAP STK CL A$8.99M7.2%
TR UNIT$8.13M6.5%
NY REGISTRY SHS$7.99M6.4%
CL A$6.72M5.4%
COM NEW$3.58M2.9%
ADR$2.05M1.6%
Portfolio Concentration
Top 3$28.20M22.5%
4–10$45.21M36.1%
11–25$44.63M35.6%
Rest$7.19M5.7%
Top 3 weight
22.5%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 553.25K
Sole
Full voting authority
238.94K
shares
% of voting shares43.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
314.31K
shares
% of voting shares56.8%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone · 56.8% of voting shares
Institutional Holdings37
Rows:
NVIDIA CORPORATION
SOLEShares59.42K
TypeSH
Market value$11.09M
8.85%
Sole
24.25K
Shared
0.00
None
35.17K
ALPHABET INC
SOLEShares36.98K
TypeSH
Market value$8.99M
7.18%
Sole
13.35K
Shared
0.00
None
23.63K
SPDR S&P 500 ETF TR
SOLEShares12.20K
TypeSH
Market value$8.13M
6.49%
Sole
0.00
Shared
0.00
None
12.20K
ASML HOLDING N V
SOLEShares8.25K
TypeSH
Market value$7.99M
6.38%
Sole
3.06K
Shared
0.00
None
5.19K
MICROSOFT CORP
SOLEShares14.04K
TypeSH
Market value$7.27M
5.80%
Sole
5.58K
Shared
0.00
None
8.45K
APPLE INC
SOLEShares26.56K
TypeSH
Market value$6.76M
5.40%
Sole
8.94K
Shared
0.00
None
17.62K
MASTERCARD INCORPORATED
SOLEShares11.82K
TypeSH
Market value$6.72M
5.37%
Sole
4.47K
Shared
0.00
None
7.35K
RLI CORP
SOLEShares91.81K
TypeSH
Market value$5.99M
4.78%
Sole
37.13K
Shared
0.00
None
54.68K
PULTE GROUP INC
SOLEShares41.03K
TypeSH
Market value$5.42M
4.33%
Sole
19.75K
Shared
0.00
None
21.28K
DEERE & CO
SOLEShares11.06K
TypeSH
Market value$5.06M
4.04%
Sole
4.07K
Shared
0.00
None
6.99K
KKR & CO INC
SOLEShares36.71K
TypeSH
Market value$4.77M
3.81%
Sole
18K
Shared
0.00
None
18.71K
CUMMINS INC
SOLEShares10.54K
TypeSH
Market value$4.45M
3.55%
Sole
3.20K
Shared
0.00
None
7.33K
AMERICAN EXPRESS CO
SOLEShares12.41K
TypeSH
Market value$4.12M
3.29%
Sole
5.34K
Shared
0.00
None
7.06K
INTUIT
SOLEShares5.57K
TypeSH
Market value$3.81M
3.04%
Sole
1.70K
Shared
0.00
None
3.87K
STEEL DYNAMICS INC
SOLEShares26.64K
TypeSH
Market value$3.71M
2.97%
Sole
11.06K
Shared
0.00
None
15.58K
S&P GLOBAL INC
SOLEShares7.53K
TypeSH
Market value$3.67M
2.93%
Sole
1.47K
Shared
0.00
None
6.06K
TEXAS INSTRS INC
SOLEShares19.81K
TypeSH
Market value$3.64M
2.91%
Sole
10.13K
Shared
0.00
None
9.68K
CADENCE DESIGN SYSTEM INC
SOLEShares10.27K
TypeSH
Market value$3.61M
2.88%
Sole
4.24K
Shared
0.00
None
6.03K
APPLIED MATLS INC
SOLEShares16.20K
TypeSH
Market value$3.32M
2.65%
Sole
7.50K
Shared
0.00
None
8.70K
OLD DOMINION FREIGHT LINE IN
SOLEShares22.66K
TypeSH
Market value$3.19M
2.55%
Sole
9.55K
Shared
0.00
None
13.11K
NOVO-NORDISK A S
SOLEShares37.01K
TypeSH
Market value$2.05M
1.64%
Sole
33.05K
Shared
0.00
None
3.96K
KLA CORP
SOLEShares1.34K
TypeSH
Market value$1.45M
1.16%
Sole
136.00
Shared
0.00
None
1.21K
ISHARES TR
SOLEShares1.52K
TypeSH
Market value$1.02M
0.81%
Sole
0.00
Shared
0.00
None
1.52K
MERCK & CO INC
SOLEShares11.24K
TypeSH
Market value$943.3K
0.75%
Sole
10.09K
Shared
0.00
None
1.15K
ELI LILLY & CO
SOLEShares1.16K
TypeSH
Market value$882.0K
0.70%
Sole
1.15K
Shared
0.00
None
10.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 59.42K | SH | $11.09M 8.85% | 24.25K | 0.00 | 35.17K |
ALPHABET INCSOLE | CAP STK CL A | 36.98K | SH | $8.99M 7.18% | 13.35K | 0.00 | 23.63K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 12.20K | SH | $8.13M 6.49% | 0.00 | 0.00 | 12.20K |
ASML HOLDING N VSOLE | NY REGISTRY SHS | 8.25K | SH | $7.99M 6.38% | 3.06K | 0.00 | 5.19K |
MICROSOFT CORPSOLE | COM | 14.04K | SH | $7.27M 5.80% | 5.58K | 0.00 | 8.45K |
APPLE INCSOLE | COM | 26.56K | SH | $6.76M 5.40% | 8.94K | 0.00 | 17.62K |
MASTERCARD INCORPORATEDSOLE | CL A | 11.82K | SH | $6.72M 5.37% | 4.47K | 0.00 | 7.35K |
RLI CORPSOLE | COM | 91.81K | SH | $5.99M 4.78% | 37.13K | 0.00 | 54.68K |
PULTE GROUP INCSOLE | COM | 41.03K | SH | $5.42M 4.33% | 19.75K | 0.00 | 21.28K |
DEERE & COSOLE | COM | 11.06K | SH | $5.06M 4.04% | 4.07K | 0.00 | 6.99K |
KKR & CO INCSOLE | COM | 36.71K | SH | $4.77M 3.81% | 18K | 0.00 | 18.71K |
CUMMINS INCSOLE | COM | 10.54K | SH | $4.45M 3.55% | 3.20K | 0.00 | 7.33K |
AMERICAN EXPRESS COSOLE | COM | 12.41K | SH | $4.12M 3.29% | 5.34K | 0.00 | 7.06K |
INTUITSOLE | COM | 5.57K | SH | $3.81M 3.04% | 1.70K | 0.00 | 3.87K |
STEEL DYNAMICS INCSOLE | COM | 26.64K | SH | $3.71M 2.97% | 11.06K | 0.00 | 15.58K |
S&P GLOBAL INCSOLE | COM | 7.53K | SH | $3.67M 2.93% | 1.47K | 0.00 | 6.06K |
TEXAS INSTRS INCSOLE | COM | 19.81K | SH | $3.64M 2.91% | 10.13K | 0.00 | 9.68K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 10.27K | SH | $3.61M 2.88% | 4.24K | 0.00 | 6.03K |
APPLIED MATLS INCSOLE | COM | 16.20K | SH | $3.32M 2.65% | 7.50K | 0.00 | 8.70K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 22.66K | SH | $3.19M 2.55% | 9.55K | 0.00 | 13.11K |
NOVO-NORDISK A SSOLE | ADR | 37.01K | SH | $2.05M 1.64% | 33.05K | 0.00 | 3.96K |
KLA CORPSOLE | COM NEW | 1.34K | SH | $1.45M 1.16% | 136.00 | 0.00 | 1.21K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.52K | SH | $1.02M 0.81% | 0.00 | 0.00 | 1.52K |
MERCK & CO INCSOLE | COM | 11.24K | SH | $943.3K 0.75% | 10.09K | 0.00 | 1.15K |
ELI LILLY & COSOLE | COM | 1.16K | SH | $882.0K 0.70% | 1.15K | 0.00 | 10.00 |
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