Karani Asset Management as of June 30, 2020
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 58 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 9.1 | $12M | 11k | 1079.84 | |
| Hubspot (HUBS) | 6.0 | $7.8M | 35k | 224.34 | |
| Adobe Systems Incorporated (ADBE) | 5.6 | $7.3M | 17k | 435.31 | |
| Regeneron Pharmaceuticals (REGN) | 4.8 | $6.2M | 9.9k | 623.68 | |
| Trupanion (TRUP) | 4.2 | $5.5M | 128k | 42.69 | |
| Shake Shack Cl A (SHAK) | 4.2 | $5.4M | 102k | 52.98 | |
| Intuit (INTU) | 4.1 | $5.3M | 18k | 296.20 | |
| Guidewire Software (GWRE) | 3.9 | $5.0M | 45k | 110.85 | |
| Vmware Cl A Com | 3.8 | $4.9M | 31k | 154.87 | |
| Deere & Company (DE) | 3.7 | $4.8M | 30k | 157.16 | |
| Clorox Company (CLX) | 3.5 | $4.6M | 21k | 219.36 | |
| Delta Air Lines Inc Del Com New (DAL) | 3.3 | $4.2M | 151k | 28.05 | |
| Mastercard Incorporated Cl A (MA) | 3.2 | $4.1M | 14k | 295.71 | |
| Apple (AAPL) | 3.2 | $4.1M | 11k | 364.77 | |
| Alnylam Pharmaceuticals (ALNY) | 3.1 | $4.0M | 27k | 148.11 | |
| Air Lease Corp Cl A (AL) | 3.0 | $3.9M | 133k | 29.29 | |
| Stitch Fix Com Cl A (SFIX) | 2.7 | $3.5M | 140k | 24.94 | |
| Novo Nordisk A S Adr (NVO) | 2.7 | $3.5M | 53k | 65.47 | |
| Costco Wholesale Corporation (COST) | 2.4 | $3.1M | 10k | 303.23 | |
| Texas Pacific Land Corp (TPL) | 2.1 | $2.7M | 4.5k | 594.77 | |
| WD-40 Company (WDFC) | 1.8 | $2.3M | 12k | 198.27 | |
| EOG Resources (EOG) | 1.5 | $2.0M | 39k | 50.66 | |
| Ringcentral Cl A (RNG) | 1.2 | $1.6M | 5.6k | 285.07 | |
| Sap Se Spon Adr (SAP) | 1.1 | $1.4M | 9.9k | 139.97 | |
| Fortinet (FTNT) | 1.1 | $1.4M | 9.9k | 137.25 | |
| Zscaler Incorporated (ZS) | 1.0 | $1.4M | 12k | 109.52 | |
| salesforce (CRM) | 1.0 | $1.3M | 6.8k | 187.27 | |
| NVIDIA Corporation (NVDA) | 1.0 | $1.3M | 3.3k | 380.01 | |
| Atlassian Corp Cl A | 0.9 | $1.2M | 6.7k | 180.26 | |
| Docusign (DOCU) | 0.9 | $1.1M | 6.6k | 172.19 | |
| Ceridian Hcm Hldg (DAY) | 0.9 | $1.1M | 14k | 79.29 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.1M | 5.3k | 203.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $899k | 634.00 | 1417.98 | |
| Dynatrace (DT) | 0.7 | $853k | 21k | 40.61 | |
| Facebook Cl A (META) | 0.6 | $813k | 3.6k | 227.16 | |
| Cadence Design Systems (CDNS) | 0.6 | $768k | 8.0k | 95.90 | |
| stock | 0.6 | $740k | 3.7k | 198.76 | |
| Paycom Software (PAYC) | 0.5 | $686k | 2.2k | 309.71 | |
| AvalonBay Communities (AVB) | 0.5 | $635k | 4.1k | 154.54 | |
| Lululemon Athletica (LULU) | 0.5 | $626k | 2.0k | 312.06 | |
| Equity Residential Sh Ben Int (EQR) | 0.5 | $620k | 11k | 58.83 | |
| Oshkosh Corporation (OSK) | 0.5 | $601k | 8.4k | 71.62 | |
| Southwest Airlines (LUV) | 0.4 | $515k | 15k | 34.21 | |
| Zendesk | 0.4 | $491k | 5.5k | 88.48 | |
| Cbiz (CBZ) | 0.2 | $300k | 13k | 24.00 | |
| Brookfield Asset Management Cl A Cl A | 0.2 | $296k | 9.0k | 32.89 | |
| Trimas Corp Com New (TRS) | 0.2 | $216k | 9.0k | 24.00 | |
| Coupa Software | 0.1 | $174k | 628.00 | 277.07 | |
| Mongodb Cl A (MDB) | 0.1 | $167k | 740.00 | 225.68 | |
| Domo Com Cl B (DOMO) | 0.1 | $167k | 5.2k | 32.25 | |
| Sailpoint Technlgies Hldgs I | 0.1 | $163k | 6.2k | 26.40 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $159k | 628.00 | 253.18 | |
| Yext (YEXT) | 0.1 | $155k | 9.3k | 16.64 | |
| Health Catalyst (HCAT) | 0.1 | $151k | 5.2k | 29.14 | |
| Slack Technologies Com Cl A | 0.1 | $148k | 4.7k | 31.17 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $144k | 2.3k | 63.60 | |
| Bank of Commerce Holdings | 0.1 | $76k | 10k | 7.60 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $32k | 715.00 | 44.76 |
