KARANI ASSET MANAGEMENT LLC

PrivateCIK: 1792430

Location

NEW YORK, NY

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

% of voting shares29.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

376.44K

% 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

SOLE

COM

Shares62.65K

TypeSH

Market value$10.93M

8.95%

Sole

19.78K

Shared

0.00

None

42.87K

APPLE INC

SOLE

COM

Shares41.56K

TypeSH

Market value$10.55M

8.64%

Sole

12.94K

Shared

0.00

None

28.62K

ALPHABET INC

SOLE

CAP STK CL A

Shares30.18K

TypeSH

Market value$8.68M

7.11%

Sole

9.54K

Shared

0.00

None

20.64K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares12.10K

TypeSH

Market value$7.87M

6.44%

Sole

0.00

Shared

0.00

None

12.10K

MICROSOFT CORP

SOLE

COM

Shares21.15K

TypeSH

Market value$7.83M

6.41%

Sole

6.66K

Shared

0.00

None

14.50K

ASML HLDG NV

SOLE

NY REGISTRY SHS

Shares4.05K

TypeSH

Market value$5.35M

4.38%

Sole

1.32K

Shared

0.00

None

2.73K

RLI CORP

SOLE

COM

Shares79.06K

TypeSH

Market value$4.51M

3.69%

Sole

24.70K

Shared

0.00

None

54.35K

MASTERCARD INCORPORATED

SOLE

CL A

Shares8.69K

TypeSH

Market value$4.34M

3.56%

Sole

2.89K

Shared

0.00

None

5.80K

STEEL DYNAMICS INC

SOLE

COM

Shares23.10K

TypeSH

Market value$4.16M

3.41%

Sole

7.53K

Shared

0.00

None

15.58K

S&P GLOBAL INC

SOLE

COM

Shares9.55K

TypeSH

Market value$4.06M

3.33%

Sole

3.04K

Shared

0.00

None

6.50K

CUMMINS INC

SOLE

COM

Shares7.27K

TypeSH

Market value$3.91M

3.20%

Sole

2.03K

Shared

0.00

None

5.24K

OLD DOMINION FREIGHT LINE IN

SOLE

COM

Shares19.36K

TypeSH

Market value$3.78M

3.10%

Sole

6.66K

Shared

0.00

None

12.70K

DEERE & CO

SOLE

COM

Shares6.61K

TypeSH

Market value$3.72M

3.05%

Sole

2.27K

Shared

0.00

None

4.34K

AMERICAN EXPRESS CO

SOLE

COM

Shares12.09K

TypeSH

Market value$3.66M

3.00%

Sole

3.82K

Shared

0.00

None

8.28K

APPLIED MATLS INC

SOLE

COM

Shares9.42K

TypeSH

Market value$3.22M

2.64%

Sole

3.12K

Shared

0.00

None

6.31K

JPMORGAN CHASE & CO

SOLE

COM

Shares10.10K

TypeSH

Market value$2.97M

2.43%

Sole

2.41K

Shared

0.00

None

7.69K

INTUIT

SOLE

COM

Shares6.85K

TypeSH

Market value$2.96M

2.43%

Sole

2.19K

Shared

0.00

None

4.67K

HENRY JACK & ASSOC INC

SOLE

COM

Shares14.39K

TypeSH

Market value$2.27M

1.86%

Sole

4.55K

Shared

0.00

None

9.85K

LAM RESEARCH CORP

SOLE

COM NEW

Shares9.49K

TypeSH

Market value$2.03M

1.66%

Sole

1.38K

Shared

0.00

None

8.11K

TEXAS INSTRS INC

SOLE

COM

Shares8.90K

TypeSH

Market value$1.73M

1.41%

Sole

3.84K

Shared

0.00

None

5.06K

KLA CORP

SOLE

COM NEW

Shares1.06K

TypeSH

Market value$1.56M

1.28%

Sole

101.00

Shared

0.00

None

959.00

ANALOG DEVICES INC

SOLE

COM

Shares4.83K

TypeSH

Market value$1.54M

1.26%

Sole

1.56K

Shared

0.00

None

3.27K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares7.12K

TypeSH

Market value$1.45M

1.19%

Sole

2.26K

Shared

0.00

None

4.86K

CADENCE DESIGN SYSTEM INC

SOLE

COM

Shares4.51K

TypeSH

Market value$1.25M

1.03%

Sole

1.27K

Shared

0.00

None

3.24K

CATERPILLAR INC

SOLE

COM

Shares1.73K

TypeSH

Market value$1.23M

1.00%

Sole

384.00

Shared

0.00

None

1.35K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	62.65K	SH	$10.93M 8.95%	19.78K	42.87K
APPLE INCSOLE	COM	41.56K	SH	$10.55M 8.64%	12.94K	28.62K
ALPHABET INCSOLE	CAP STK CL A	30.18K	SH	$8.68M 7.11%	9.54K	20.64K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	12.10K	SH	$7.87M 6.44%	0.00	12.10K
MICROSOFT CORPSOLE	COM	21.15K	SH	$7.83M 6.41%	6.66K	14.50K
ASML HLDG NVSOLE	NY REGISTRY SHS	4.05K	SH	$5.35M 4.38%	1.32K	2.73K
RLI CORPSOLE	COM	79.06K	SH	$4.51M 3.69%	24.70K	54.35K
MASTERCARD INCORPORATEDSOLE	CL A	8.69K	SH	$4.34M 3.56%	2.89K	5.80K
STEEL DYNAMICS INCSOLE	COM	23.10K	SH	$4.16M 3.41%	7.53K	15.58K
S&P GLOBAL INCSOLE	COM	9.55K	SH	$4.06M 3.33%	3.04K	6.50K
CUMMINS INCSOLE	COM	7.27K	SH	$3.91M 3.20%	2.03K	5.24K
OLD DOMINION FREIGHT LINE INSOLE	COM	19.36K	SH	$3.78M 3.10%	6.66K	12.70K
DEERE & COSOLE	COM	6.61K	SH	$3.72M 3.05%	2.27K	4.34K
AMERICAN EXPRESS COSOLE	COM	12.09K	SH	$3.66M 3.00%	3.82K	8.28K
APPLIED MATLS INCSOLE	COM	9.42K	SH	$3.22M 2.64%	3.12K	6.31K
JPMORGAN CHASE & COSOLE	COM	10.10K	SH	$2.97M 2.43%	2.41K	7.69K
INTUITSOLE	COM	6.85K	SH	$2.96M 2.43%	2.19K	4.67K
HENRY JACK & ASSOC INCSOLE	COM	14.39K	SH	$2.27M 1.86%	4.55K	9.85K
LAM RESEARCH CORPSOLE	COM NEW	9.49K	SH	$2.03M 1.66%	1.38K	8.11K
TEXAS INSTRS INCSOLE	COM	8.90K	SH	$1.73M 1.41%	3.84K	5.06K
KLA CORPSOLE	COM NEW	1.06K	SH	$1.56M 1.28%	101.00	959.00
ANALOG DEVICES INCSOLE	COM	4.83K	SH	$1.54M 1.26%	1.56K	3.27K
ADVANCED MICRO DEVICES INCSOLE	COM	7.12K	SH	$1.45M 1.19%	2.26K	4.86K
CADENCE DESIGN SYSTEM INCSOLE	COM	4.51K	SH	$1.25M 1.03%	1.27K	3.24K
CATERPILLAR INCSOLE	COM	1.73K	SH	$1.23M 1.00%	384.00	1.35K

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