Karani Asset Management LLC

Institutional manager (13F) · CIK 1792430

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $114M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$11M	62,650
2	APPLE INC	$11M	41,560
3	ALPHABET INC	$9M	30,178
4	MICROSOFT CORP	$8M	21,154
5	ASML HLDG NV	$5M	4,051
6	RLI CORP	$5M	79,058
7	MASTERCARD INCORPORATED	$4M	8,692
8	STEEL DYNAMICS INC	$4M	23,104
9	S&P GLOBAL INC	$4M	9,546
10	CUMMINS INC	$4M	7,269
11	OLD DOMINION FREIGHT LINE IN	$4M	19,361
12	DEERE & CO	$4M	6,610
13	AMERICAN EXPRESS CO	$4M	12,093
14	APPLIED MATLS INC	$3M	9,422
15	JPMORGAN CHASE & CO	$3M	10,104
16	INTUIT	$3M	6,853
17	HENRY JACK & ASSOC INC	$2M	14,393
18	LAM RESEARCH CORP	$2M	9,489
19	TEXAS INSTRS INC	$2M	8,896
20	KLA CORP	$2M	1,060
21	ANALOG DEVICES INC	$2M	4,832
22	ADVANCED MICRO DEVICES INC	$1M	7,121
23	CADENCE DESIGN SYSTEM INC	$1M	4,513
24	CATERPILLAR INC	$1M	1,732
25	GE AEROSPACE	$1M	4,306
26	SYNOPSYS INC	$1M	3,069
27	ISHARES TR	$997k	1,527
28	ELI LILLY & CO	$947k	1,030
29	MERCK & CO INC	$943k	7,836
30	SALESFORCE INC	$836k	4,479
31	DELTA AIR LINES INC	$782k	11,768
32	BOSTON SCIENTIFIC CORP	$762k	12,146
33	AUTODESK INC	$674k	2,814
34	CISCO SYS INC	$660k	8,500
35	PROCTER & GAMBLE CO	$638k	4,418
36	GE VERNOVA INC	$632k	724
37	ROPER TECHNOLOGIES INC	$615k	1,737
38	BAKER HUGHES COMPANY	$575k	9,420
39	JOHNSON & JOHNSON	$518k	2,119
40	SLB LIMITED	$500k	9,728
41	ADOBE INC	$421k	1,733
42	TRAVELERS COMPANIES INC	$418k	1,433
43	STRYKER CORPORATION	$410k	1,247
44	MOTOROLA SOLUTIONS INC	$403k	928
45	COLGATE PALMOLIVE CO	$402k	4,716
46	SERVICENOW INC	$398k	3,804
47	FACTSET RESH SYS INC	$383k	1,767
48	NOVO-NORDISK A S	$357k	9,710
49	NIKE INC	$354k	6,705
50	LULULEMON ATHLETICA INC	$351k	2,294

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.