KARANI ASSET MANAGEMENT LLC

Filed: 2/17/2026ACC: 0001493152-26-007090

📋 What this filing means

KARANI ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $122.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$122.14M

Total AUM (reported)

484.35K

Total Shares

Allocation by class

COM$82.73M67.7%

CAP STK CL A$9.30M7.6%

NY REGISTRY SHS$8.51M7.0%

TR UNIT$8.11M6.6%

CL A$6.52M5.3%

COM NEW$4.13M3.4%

ADR$1.49M1.2%

Portfolio Concentration

Top 3$26.30M21.5%

4–10$47.49M38.9%

11–25$42.13M34.5%

Rest$6.21M5.1%

Top 3 weight

21.5%

Top 10 weight

60.4%

Voting Authority Distribution

Total shares with voting rights: 484.35K

Sole

Full voting authority

186.97K

% of voting shares38.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

297.38K

% of voting shares61.4%

Investment Discretion (by position count)

Sole36

Shared0

Other0

Dominant voting typeNone · 61.4% of voting shares

Institutional Holdings36

Rows:

ALPHABET INC

SOLE

CAP STK CL A

Shares29.70K

TypeSH

Market value$9.30M

7.61%

Sole

9.63K

Shared

0.00

None

20.07K

ASML HOLDING N V

SOLE

NY REGISTRY SHS

Shares7.96K

TypeSH

Market value$8.51M

6.97%

Sole

2.78K

Shared

0.00

None

5.17K

NVIDIA CORPORATION

SOLE

COM

Shares45.54K

TypeSH

Market value$8.49M

6.95%

Sole

16.52K

Shared

0.00

None

29.02K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.90K

TypeSH

Market value$8.11M

6.64%

Sole

0.00

Shared

0.00

None

11.90K

APPLE INC

SOLE

COM

Shares26.71K

TypeSH

Market value$7.26M

5.95%

Sole

8.16K

Shared

0.00

None

18.56K

S&P GLOBAL INC

SOLE

COM

Shares12.53K

TypeSH

Market value$6.55M

5.36%

Sole

4.35K

Shared

0.00

None

8.18K

MICROSOFT CORP

SOLE

COM

Shares13.51K

TypeSH

Market value$6.53M

5.35%

Sole

5.07K

Shared

0.00

None

8.44K

MASTERCARD INCORPORATED

SOLE

CL A

Shares11.42K

TypeSH

Market value$6.52M

5.34%

Sole

4.08K

Shared

0.00

None

7.34K

RLI CORP

SOLE

COM

Shares98.43K

TypeSH

Market value$6.30M

5.16%

Sole

33.62K

Shared

0.00

None

64.82K

DEERE & CO

SOLE

COM

Shares13.34K

TypeSH

Market value$6.21M

5.08%

Sole

4.68K

Shared

0.00

None

8.65K

OLD DOMINION FREIGHT LINE IN

SOLE

COM

Shares32.99K

TypeSH

Market value$5.17M

4.24%

Sole

12.23K

Shared

0.00

None

20.76K

HENRY JACK & ASSOC INC

SOLE

COM

Shares24.26K

TypeSH

Market value$4.43M

3.63%

Sole

10.87K

Shared

0.00

None

13.39K

AMERICAN EXPRESS CO

SOLE

COM

Shares11.88K

TypeSH

Market value$4.39M

3.60%

Sole

4.82K

Shared

0.00

None

7.06K

STEEL DYNAMICS INC

SOLE

COM

Shares25.83K

TypeSH

Market value$4.38M

3.58%

Sole

10.25K

Shared

0.00

None

15.58K

INTUIT

SOLE

COM

Shares6.58K

TypeSH

Market value$4.36M

3.57%

Sole

2.69K

Shared

0.00

None

3.89K

CUMMINS INC

SOLE

COM

Shares7.79K

TypeSH

Market value$3.98M

3.26%

Sole

2.88K

Shared

0.00

None

4.91K

APPLIED MATLS INC

SOLE

COM

Shares15.43K

TypeSH

Market value$3.97M

3.25%

Sole

6.73K

Shared

0.00

None

8.70K

TEXAS INSTRS INC

SOLE

COM

Shares18.73K

TypeSH

Market value$3.25M

2.66%

Sole

9.05K

Shared

0.00

None

9.68K

KLA CORP

SOLE

COM NEW

Shares1.34K

TypeSH

Market value$1.63M

1.34%

Sole

136.00

Shared

0.00

None

1.21K

NOVO-NORDISK A S

SOLE

ADR

Shares29.34K

TypeSH

Market value$1.49M

1.22%

Sole

25.49K

Shared

0.00

None

3.85K

ELI LILLY & CO

SOLE

COM

Shares1.13K

TypeSH

Market value$1.22M

1.00%

Sole

1.03K

Shared

0.00

None

105.00

MERCK & CO INC

SOLE

COM

Shares10.22K

TypeSH

Market value$1.08M

0.88%

Sole

9.07K

Shared

0.00

None

1.15K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.52K

TypeSH

Market value$1.04M

0.85%

Sole

0.00

Shared

0.00

None

1.52K

LAM RESEARCH CORP

SOLE

COM NEW

Shares5.20K

TypeSH

Market value$889.8K

0.73%

Sole

0.00

Shared

0.00

None

5.20K

GE AEROSPACE

SOLE

COM NEW

Shares2.80K

TypeSH

Market value$863.1K

0.71%

Sole

411.00

Shared

0.00

None

2.39K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ALPHABET INCSOLE	CAP STK CL A	29.70K	SH	$9.30M 7.61%	9.63K	20.07K
ASML HOLDING N VSOLE	NY REGISTRY SHS	7.96K	SH	$8.51M 6.97%	2.78K	5.17K
NVIDIA CORPORATIONSOLE	COM	45.54K	SH	$8.49M 6.95%	16.52K	29.02K
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.90K	SH	$8.11M 6.64%	0.00	11.90K
APPLE INCSOLE	COM	26.71K	SH	$7.26M 5.95%	8.16K	18.56K
S&P GLOBAL INCSOLE	COM	12.53K	SH	$6.55M 5.36%	4.35K	8.18K
MICROSOFT CORPSOLE	COM	13.51K	SH	$6.53M 5.35%	5.07K	8.44K
MASTERCARD INCORPORATEDSOLE	CL A	11.42K	SH	$6.52M 5.34%	4.08K	7.34K
RLI CORPSOLE	COM	98.43K	SH	$6.30M 5.16%	33.62K	64.82K
DEERE & COSOLE	COM	13.34K	SH	$6.21M 5.08%	4.68K	8.65K
OLD DOMINION FREIGHT LINE INSOLE	COM	32.99K	SH	$5.17M 4.24%	12.23K	20.76K
HENRY JACK & ASSOC INCSOLE	COM	24.26K	SH	$4.43M 3.63%	10.87K	13.39K
AMERICAN EXPRESS COSOLE	COM	11.88K	SH	$4.39M 3.60%	4.82K	7.06K
STEEL DYNAMICS INCSOLE	COM	25.83K	SH	$4.38M 3.58%	10.25K	15.58K
INTUITSOLE	COM	6.58K	SH	$4.36M 3.57%	2.69K	3.89K
CUMMINS INCSOLE	COM	7.79K	SH	$3.98M 3.26%	2.88K	4.91K
APPLIED MATLS INCSOLE	COM	15.43K	SH	$3.97M 3.25%	6.73K	8.70K
TEXAS INSTRS INCSOLE	COM	18.73K	SH	$3.25M 2.66%	9.05K	9.68K
KLA CORPSOLE	COM NEW	1.34K	SH	$1.63M 1.34%	136.00	1.21K
NOVO-NORDISK A SSOLE	ADR	29.34K	SH	$1.49M 1.22%	25.49K	3.85K
ELI LILLY & COSOLE	COM	1.13K	SH	$1.22M 1.00%	1.03K	105.00
MERCK & CO INCSOLE	COM	10.22K	SH	$1.08M 0.88%	9.07K	1.15K
ISHARES TRSOLE	CORE S&P500 ETF	1.52K	SH	$1.04M 0.85%	0.00	1.52K
LAM RESEARCH CORPSOLE	COM NEW	5.20K	SH	$889.8K 0.73%	0.00	5.20K
GE AEROSPACESOLE	COM NEW	2.80K	SH	$863.1K 0.71%	411.00	2.39K

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