Filed: 5/15/2026ACC: 0001493152-26-023725
📋 What this filing means
KARANI ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $122.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$122.10M
Total AUM (reported)
536.55K
Total Shares
Allocation by class
COM$86.96M71.2%
CAP STK CL A$8.68M7.1%
TR UNIT$7.87M6.4%
COM NEW$6.00M4.9%
NY REGISTRY SHS$5.35M4.4%
CL A$4.92M4.0%
CORE S&P500 ETF$997.5K0.8%
Portfolio Concentration
Top 3$30.15M24.7%
4–10$38.12M31.2%
11–25$37.29M30.5%
Rest$16.54M13.5%
Top 3 weight
24.7%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 536.55K
Sole
Full voting authority
160.11K
shares
% of voting shares29.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
376.44K
shares
% of voting shares70.2%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeNone · 70.2% of voting shares
Institutional Holdings54
Rows:
NVIDIA CORPORATION
SOLEShares62.65K
TypeSH
Market value$10.93M
8.95%
Sole
19.78K
Shared
0.00
None
42.87K
APPLE INC
SOLEShares41.56K
TypeSH
Market value$10.55M
8.64%
Sole
12.94K
Shared
0.00
None
28.62K
ALPHABET INC
SOLEShares30.18K
TypeSH
Market value$8.68M
7.11%
Sole
9.54K
Shared
0.00
None
20.64K
STATE STR SPDR S&P 500 ETF T
SOLEShares12.10K
TypeSH
Market value$7.87M
6.44%
Sole
0.00
Shared
0.00
None
12.10K
MICROSOFT CORP
SOLEShares21.15K
TypeSH
Market value$7.83M
6.41%
Sole
6.66K
Shared
0.00
None
14.50K
ASML HLDG NV
SOLEShares4.05K
TypeSH
Market value$5.35M
4.38%
Sole
1.32K
Shared
0.00
None
2.73K
RLI CORP
SOLEShares79.06K
TypeSH
Market value$4.51M
3.69%
Sole
24.70K
Shared
0.00
None
54.35K
MASTERCARD INCORPORATED
SOLEShares8.69K
TypeSH
Market value$4.34M
3.56%
Sole
2.89K
Shared
0.00
None
5.80K
STEEL DYNAMICS INC
SOLEShares23.10K
TypeSH
Market value$4.16M
3.41%
Sole
7.53K
Shared
0.00
None
15.58K
S&P GLOBAL INC
SOLEShares9.55K
TypeSH
Market value$4.06M
3.33%
Sole
3.04K
Shared
0.00
None
6.50K
CUMMINS INC
SOLEShares7.27K
TypeSH
Market value$3.91M
3.20%
Sole
2.03K
Shared
0.00
None
5.24K
OLD DOMINION FREIGHT LINE IN
SOLEShares19.36K
TypeSH
Market value$3.78M
3.10%
Sole
6.66K
Shared
0.00
None
12.70K
DEERE & CO
SOLEShares6.61K
TypeSH
Market value$3.72M
3.05%
Sole
2.27K
Shared
0.00
None
4.34K
AMERICAN EXPRESS CO
SOLEShares12.09K
TypeSH
Market value$3.66M
3.00%
Sole
3.82K
Shared
0.00
None
8.28K
APPLIED MATLS INC
SOLEShares9.42K
TypeSH
Market value$3.22M
2.64%
Sole
3.12K
Shared
0.00
None
6.31K
JPMORGAN CHASE & CO
SOLEShares10.10K
TypeSH
Market value$2.97M
2.43%
Sole
2.41K
Shared
0.00
None
7.69K
INTUIT
SOLEShares6.85K
TypeSH
Market value$2.96M
2.43%
Sole
2.19K
Shared
0.00
None
4.67K
HENRY JACK & ASSOC INC
SOLEShares14.39K
TypeSH
Market value$2.27M
1.86%
Sole
4.55K
Shared
0.00
None
9.85K
LAM RESEARCH CORP
SOLEShares9.49K
TypeSH
Market value$2.03M
1.66%
Sole
1.38K
Shared
0.00
None
8.11K
TEXAS INSTRS INC
SOLEShares8.90K
TypeSH
Market value$1.73M
1.41%
Sole
3.84K
Shared
0.00
None
5.06K
KLA CORP
SOLEShares1.06K
TypeSH
Market value$1.56M
1.28%
Sole
101.00
Shared
0.00
None
959.00
ANALOG DEVICES INC
SOLEShares4.83K
TypeSH
Market value$1.54M
1.26%
Sole
1.56K
Shared
0.00
None
3.27K
ADVANCED MICRO DEVICES INC
SOLEShares7.12K
TypeSH
Market value$1.45M
1.19%
Sole
2.26K
Shared
0.00
None
4.86K
CADENCE DESIGN SYSTEM INC
SOLEShares4.51K
TypeSH
Market value$1.25M
1.03%
Sole
1.27K
Shared
0.00
None
3.24K
CATERPILLAR INC
SOLEShares1.73K
TypeSH
Market value$1.23M
1.00%
Sole
384.00
Shared
0.00
None
1.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 62.65K | SH | $10.93M 8.95% | 19.78K | 0.00 | 42.87K |
APPLE INCSOLE | COM | 41.56K | SH | $10.55M 8.64% | 12.94K | 0.00 | 28.62K |
ALPHABET INCSOLE | CAP STK CL A | 30.18K | SH | $8.68M 7.11% | 9.54K | 0.00 | 20.64K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.10K | SH | $7.87M 6.44% | 0.00 | 0.00 | 12.10K |
MICROSOFT CORPSOLE | COM | 21.15K | SH | $7.83M 6.41% | 6.66K | 0.00 | 14.50K |
ASML HLDG NVSOLE | NY REGISTRY SHS | 4.05K | SH | $5.35M 4.38% | 1.32K | 0.00 | 2.73K |
RLI CORPSOLE | COM | 79.06K | SH | $4.51M 3.69% | 24.70K | 0.00 | 54.35K |
MASTERCARD INCORPORATEDSOLE | CL A | 8.69K | SH | $4.34M 3.56% | 2.89K | 0.00 | 5.80K |
STEEL DYNAMICS INCSOLE | COM | 23.10K | SH | $4.16M 3.41% | 7.53K | 0.00 | 15.58K |
S&P GLOBAL INCSOLE | COM | 9.55K | SH | $4.06M 3.33% | 3.04K | 0.00 | 6.50K |
CUMMINS INCSOLE | COM | 7.27K | SH | $3.91M 3.20% | 2.03K | 0.00 | 5.24K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 19.36K | SH | $3.78M 3.10% | 6.66K | 0.00 | 12.70K |
DEERE & COSOLE | COM | 6.61K | SH | $3.72M 3.05% | 2.27K | 0.00 | 4.34K |
AMERICAN EXPRESS COSOLE | COM | 12.09K | SH | $3.66M 3.00% | 3.82K | 0.00 | 8.28K |
APPLIED MATLS INCSOLE | COM | 9.42K | SH | $3.22M 2.64% | 3.12K | 0.00 | 6.31K |
JPMORGAN CHASE & COSOLE | COM | 10.10K | SH | $2.97M 2.43% | 2.41K | 0.00 | 7.69K |
INTUITSOLE | COM | 6.85K | SH | $2.96M 2.43% | 2.19K | 0.00 | 4.67K |
HENRY JACK & ASSOC INCSOLE | COM | 14.39K | SH | $2.27M 1.86% | 4.55K | 0.00 | 9.85K |
LAM RESEARCH CORPSOLE | COM NEW | 9.49K | SH | $2.03M 1.66% | 1.38K | 0.00 | 8.11K |
TEXAS INSTRS INCSOLE | COM | 8.90K | SH | $1.73M 1.41% | 3.84K | 0.00 | 5.06K |
KLA CORPSOLE | COM NEW | 1.06K | SH | $1.56M 1.28% | 101.00 | 0.00 | 959.00 |
ANALOG DEVICES INCSOLE | COM | 4.83K | SH | $1.54M 1.26% | 1.56K | 0.00 | 3.27K |
ADVANCED MICRO DEVICES INCSOLE | COM | 7.12K | SH | $1.45M 1.19% | 2.26K | 0.00 | 4.86K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 4.51K | SH | $1.25M 1.03% | 1.27K | 0.00 | 3.24K |
CATERPILLAR INCSOLE | COM | 1.73K | SH | $1.23M 1.00% | 384.00 | 0.00 | 1.35K |
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