Karani Asset Management as of June 30, 2022
Portfolio Holdings for Karani Asset Management
Karani Asset Management holds 35 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 6.7 | $7.3M | 24k | 300.67 | |
| Regeneron Pharmaceuticals (REGN) | 6.6 | $7.1M | 12k | 591.09 | |
| Rli (RLI) | 6.5 | $7.0M | 60k | 116.58 | |
| Cadence Design Systems (CDNS) | 5.4 | $5.9M | 39k | 150.02 | |
| Costco Wholesale Corporation (COST) | 5.4 | $5.8M | 12k | 479.29 | |
| NVIDIA Corporation (NVDA) | 5.3 | $5.7M | 38k | 151.59 | |
| Trupanion (TRUP) | 4.6 | $5.0M | 83k | 60.26 | |
| Deere & Company (DE) | 4.5 | $4.9M | 16k | 299.47 | |
| Apple (AAPL) | 4.3 | $4.7M | 34k | 136.72 | |
| Novo Nordisk A S Adr (NVO) | 4.3 | $4.7M | 42k | 111.44 | |
| Intuit (INTU) | 4.2 | $4.5M | 12k | 385.43 | |
| Alnylam Pharmaceuticals (ALNY) | 4.0 | $4.4M | 30k | 145.84 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $4.1M | 11k | 366.08 | |
| Texas Instruments Incorporated (TXN) | 3.7 | $4.0M | 26k | 153.64 | |
| Kkr & Co (KKR) | 3.7 | $4.0M | 87k | 46.29 | |
| Tesla Motors (TSLA) | 3.6 | $3.9M | 5.8k | 673.46 | |
| Markel Corporation (MKL) | 3.6 | $3.9M | 3.0k | 1293.26 | |
| Procore Technologies (PCOR) | 3.1 | $3.3M | 74k | 45.39 | |
| Asana Cl A (ASAN) | 2.4 | $2.6M | 149k | 17.58 | |
| First Republic Bank/san F (FRCB) | 2.4 | $2.6M | 18k | 144.22 | |
| Twilio Cl A (TWLO) | 2.2 | $2.3M | 28k | 83.81 | |
| Sprout Social Com Cl A (SPT) | 1.7 | $1.8M | 31k | 58.06 | |
| salesforce (CRM) | 1.6 | $1.8M | 11k | 165.03 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.2M | 4.7k | 256.87 | |
| Zoom Video Communications In Cl A (ZM) | 0.8 | $869k | 8.0k | 108.00 | |
| Docusign (DOCU) | 0.8 | $868k | 15k | 57.36 | |
| Gitlab Class A Com (GTLB) | 0.7 | $754k | 14k | 53.13 | |
| Zscaler Incorporated (ZS) | 0.6 | $690k | 4.6k | 149.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $564k | 259.00 | 2177.61 | |
| Pagerduty (PD) | 0.5 | $529k | 21k | 24.79 | |
| BlackRock (BLK) | 0.4 | $432k | 710.00 | 608.45 | |
| Atlassian Corp Cl A | 0.4 | $388k | 2.1k | 187.35 | |
| Mongodb Cl A (MDB) | 0.2 | $192k | 741.00 | 259.11 | |
| Trimas Corp Com New (TRS) | 0.2 | $166k | 6.0k | 27.67 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $61k | 715.00 | 85.31 |
