Filed: 5/15/2025ACC: 0001641172-25-010905
📋 What this filing means
KARANI ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $94.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$94.46M
Total AUM (reported)
494.57K
Total Shares
Allocation by class
COM$74.06M78.4%
CL A$5.48M5.8%
CAP STK CL A$5.13M5.4%
NY REGISTRY SHS$3.28M3.5%
COM CL A$2.39M2.5%
ADR$2.13M2.3%
CORE S&P500 ETF$1.08M1.1%
Portfolio Concentration
Top 3$17.97M19.0%
4–10$31.80M33.7%
11–25$36.46M38.6%
Rest$8.22M8.7%
Top 3 weight
19.0%
Top 10 weight
52.7%
Voting Authority Distribution
Total shares with voting rights: 494.57K
Sole
Full voting authority
212.60K
shares
% of voting shares43.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
281.97K
shares
% of voting shares57.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeNone · 57.0% of voting shares
Institutional Holdings41
Rows:
RLI CORP
SOLEShares80.43K
TypeSH
Market value$6.46M
6.84%
Sole
33.34K
Shared
0.00
None
47.09K
DEERE & CO
SOLEShares12.41K
TypeSH
Market value$5.82M
6.16%
Sole
5.34K
Shared
0.00
None
7.07K
APPLE INC
SOLEShares25.60K
TypeSH
Market value$5.69M
6.02%
Sole
9.87K
Shared
0.00
None
15.74K
MASTERCARD INCORPORATED
SOLEShares9.89K
TypeSH
Market value$5.42M
5.74%
Sole
3.08K
Shared
0.00
None
6.80K
ALPHABET INC
SOLEShares33.16K
TypeSH
Market value$5.13M
5.43%
Sole
14.37K
Shared
0.00
None
18.80K
NVIDIA CORPORATION
SOLEShares46.01K
TypeSH
Market value$4.99M
5.28%
Sole
19.22K
Shared
0.00
None
26.78K
AMERICAN EXPRESS CO
SOLEShares15.76K
TypeSH
Market value$4.24M
4.49%
Sole
3.74K
Shared
0.00
None
12.02K
MICROSOFT CORP
SOLEShares11.04K
TypeSH
Market value$4.14M
4.39%
Sole
3.82K
Shared
0.00
None
7.21K
ADOBE INC
SOLEShares10.61K
TypeSH
Market value$4.07M
4.31%
Sole
3.21K
Shared
0.00
None
7.40K
TEXAS INSTRS INC
SOLEShares21.24K
TypeSH
Market value$3.82M
4.04%
Sole
7.12K
Shared
0.00
None
14.12K
EOG RES INC
SOLEShares28.55K
TypeSH
Market value$3.66M
3.88%
Sole
12.33K
Shared
0.00
None
16.22K
INTUIT
SOLEShares5.62K
TypeSH
Market value$3.45M
3.65%
Sole
1.93K
Shared
0.00
None
3.69K
ASML HOLDING N V
SOLEShares4.94K
TypeSH
Market value$3.28M
3.47%
Sole
2.34K
Shared
0.00
None
2.60K
CUMMINS INC
SOLEShares9.62K
TypeSH
Market value$3.02M
3.19%
Sole
3.97K
Shared
0.00
None
5.65K
STEEL DYNAMICS INC
SOLEShares23.48K
TypeSH
Market value$2.94M
3.11%
Sole
12.55K
Shared
0.00
None
10.93K
CADENCE DESIGN SYSTEM INC
SOLEShares10.62K
TypeSH
Market value$2.70M
2.86%
Sole
4.81K
Shared
0.00
None
5.81K
PULTE GROUP INC
SOLEShares23.67K
TypeSH
Market value$2.43M
2.58%
Sole
12.26K
Shared
0.00
None
11.41K
PROCTER AND GAMBLE CO
SOLEShares14.15K
TypeSH
Market value$2.41M
2.55%
Sole
3.58K
Shared
0.00
None
10.56K
VISA INC
SOLEShares6.81K
TypeSH
Market value$2.39M
2.53%
Sole
958.00
Shared
0.00
None
5.85K
KKR & CO INC
SOLEShares20.38K
TypeSH
Market value$2.36M
2.49%
Sole
5.64K
Shared
0.00
None
14.74K
NOVO-NORDISK A S
SOLEShares30.63K
TypeSH
Market value$2.13M
2.25%
Sole
28.92K
Shared
0.00
None
1.71K
NVR INC
SOLEShares277.00
TypeSH
Market value$2.01M
2.12%
Sole
122.00
Shared
0.00
None
155.00
COSTCO WHSL CORP NEW
SOLEShares1.37K
TypeSH
Market value$1.30M
1.37%
Sole
578.00
Shared
0.00
None
795.00
S&P GLOBAL INC
SOLEShares2.40K
TypeSH
Market value$1.22M
1.29%
Sole
1.07K
Shared
0.00
None
1.33K
GRAINGER W W INC
SOLEShares1.20K
TypeSH
Market value$1.19M
1.26%
Sole
531.00
Shared
0.00
None
671.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RLI CORPSOLE | COM | 80.43K | SH | $6.46M 6.84% | 33.34K | 0.00 | 47.09K |
DEERE & COSOLE | COM | 12.41K | SH | $5.82M 6.16% | 5.34K | 0.00 | 7.07K |
APPLE INCSOLE | COM | 25.60K | SH | $5.69M 6.02% | 9.87K | 0.00 | 15.74K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.89K | SH | $5.42M 5.74% | 3.08K | 0.00 | 6.80K |
ALPHABET INCSOLE | CAP STK CL A | 33.16K | SH | $5.13M 5.43% | 14.37K | 0.00 | 18.80K |
NVIDIA CORPORATIONSOLE | COM | 46.01K | SH | $4.99M 5.28% | 19.22K | 0.00 | 26.78K |
AMERICAN EXPRESS COSOLE | COM | 15.76K | SH | $4.24M 4.49% | 3.74K | 0.00 | 12.02K |
MICROSOFT CORPSOLE | COM | 11.04K | SH | $4.14M 4.39% | 3.82K | 0.00 | 7.21K |
ADOBE INCSOLE | COM | 10.61K | SH | $4.07M 4.31% | 3.21K | 0.00 | 7.40K |
TEXAS INSTRS INCSOLE | COM | 21.24K | SH | $3.82M 4.04% | 7.12K | 0.00 | 14.12K |
EOG RES INCSOLE | COM | 28.55K | SH | $3.66M 3.88% | 12.33K | 0.00 | 16.22K |
INTUITSOLE | COM | 5.62K | SH | $3.45M 3.65% | 1.93K | 0.00 | 3.69K |
ASML HOLDING N VSOLE | NY REGISTRY SHS | 4.94K | SH | $3.28M 3.47% | 2.34K | 0.00 | 2.60K |
CUMMINS INCSOLE | COM | 9.62K | SH | $3.02M 3.19% | 3.97K | 0.00 | 5.65K |
STEEL DYNAMICS INCSOLE | COM | 23.48K | SH | $2.94M 3.11% | 12.55K | 0.00 | 10.93K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 10.62K | SH | $2.70M 2.86% | 4.81K | 0.00 | 5.81K |
PULTE GROUP INCSOLE | COM | 23.67K | SH | $2.43M 2.58% | 12.26K | 0.00 | 11.41K |
PROCTER AND GAMBLE COSOLE | COM | 14.15K | SH | $2.41M 2.55% | 3.58K | 0.00 | 10.56K |
VISA INCSOLE | COM CL A | 6.81K | SH | $2.39M 2.53% | 958.00 | 0.00 | 5.85K |
KKR & CO INCSOLE | COM | 20.38K | SH | $2.36M 2.49% | 5.64K | 0.00 | 14.74K |
NOVO-NORDISK A SSOLE | ADR | 30.63K | SH | $2.13M 2.25% | 28.92K | 0.00 | 1.71K |
NVR INCSOLE | COM | 277.00 | SH | $2.01M 2.12% | 122.00 | 0.00 | 155.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.37K | SH | $1.30M 1.37% | 578.00 | 0.00 | 795.00 |
S&P GLOBAL INCSOLE | COM | 2.40K | SH | $1.22M 1.29% | 1.07K | 0.00 | 1.33K |
GRAINGER W W INCSOLE | COM | 1.20K | SH | $1.19M 1.26% | 531.00 | 0.00 | 671.00 |
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