Karani Asset Management LLC
- SEC CIK
- 0001792430
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Nov 23, 2022. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 41
- −2 vs. Q1 2021
- Portfolio value
- $193.3M
- +$23.5M (+13.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HUBSHubSpot Inc | COM | 24,232 | $14.1M | 7.3% | −46−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 13,527 | $10.8M | 5.6% | +89+0.7% | Added | History |
| DOCUDocuSign, Inc. | Stock | 33,545 | $9.38M | 4.9% | +253+0.8% | Added | History |
| COUPCoupa Software Inc | COM | 35,522 | $9.31M | 4.8% | +13,093+58.4% | Added | History |
| PDPagerDuty, Inc. | COM | 205,729 | $8.76M | 4.5% | +1,303+0.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 22,121 | $8.75M | 4.5% | +2,412+12.2% | Added | History |
| ADBEAdobe Inc. | Stock | 14,533 | $8.51M | 4.4% | +72+0.5% | Added | History |
| SHAKShake Shack Inc. | CL A | 74,344 | $7.96M | 4.1% | +9,803+15.2% | Added | History |
| ZMZoom Communications, Inc. | Stock | 19,505 | $7.55M | 3.9% | +153+0.8% | Added | History |
| INTUIntuit Inc. | Stock | 15,369 | $7.53M | 3.9% | +89+0.6% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 55,011 | $7.53M | 3.9% | +415+0.8% | Added | History |
| HCATHealth Catalyst, Inc. | COM | 127,758 | $7.09M | 3.7% | +756+0.6% | Added | History |
| DEDeere & Co | Stock | 20,036 | $7.07M | 3.7% | −120−0.6% | Reduced | History |
| TRUPTrupanion, Inc. | COM | 60,958 | $7.02M | 3.6% | +8,032+15.2% | Added | History |
| TSLATesla, Inc. | Stock | 10,241 | $6.96M | 3.6% | +44+0.4% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 3,957 | $6.33M | 3.3% | −233−5.6% | Reduced | History |
| AAPLApple Inc. | Stock | 45,300 | $6.20M | 3.2% | +292+0.6% | Added | History |
| EOGEOG Resources Inc | Stock | 73,725 | $6.15M | 3.2% | +316+0.4% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 10,954 | $6.12M | 3.2% | +53+0.5% | Added | History |
| DAYDayforce, Inc. | COM | 53,246 | $5.11M | 2.6% | +470+0.9% | Added | History |
| TXNTexas Instruments Inc | Stock | 22,732 | $4.37M | 2.3% | +22,732 | New | History |
| CLXClorox Co | Stock | 23,897 | $4.30M | 2.2% | +425+1.8% | Added | History |
| NVONovo Nordisk A S | ADR | 48,212 | $4.04M | 2.1% | +319+0.7% | Added | History |
| MAMastercard Inc | Stock | 10,808 | $3.95M | 2.0% | +73+0.7% | Added | History |
| ZSZscaler, Inc. | Stock | 16,204 | $3.50M | 1.8% | +144+0.9% | Added | History |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 53,833 | $2.75M | 1.4% | +502+0.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 4,115 | $1.43M | 0.7% | +39+1.0% | Added | History |
| ASANAsana, Inc. | CL A | 21,762 | $1.35M | 0.7% | +431+2.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 515 | $1.26M | 0.7% | +4+0.8% | Added | History |
| CRMSalesforce, Inc. | Stock | 5,135 | $1.25M | 0.6% | +47+0.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 4,617 | $1.25M | 0.6% | +42+0.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 270 | $929.0K | 0.5% | +270 | New | History |
| HUCKHuckleberry.ai, Inc. | Stock | 11,398 | $921.0K | 0.5% | +91+0.8% | Added | History |
| BOXBox Inc | CL A | 34,807 | $889.0K | 0.5% | +317+0.9% | Added | History |
| LULUlululemon athletica inc. | Stock | 2,277 | $831.0K | 0.4% | +44+2.0% | Added | History |
| DTDynatrace, Inc. | Stock | 13,230 | $773.0K | 0.4% | +262+2.0% | Added | History |
| ZENZendesk, Inc. | COM | 4,926 | $711.0K | 0.4% | +92+1.9% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 6,000 | $306.0K | 0.2% | 00.0% | Unchanged | History |
| TRSTrimas Corp | COM NEW | 6,000 | $182.0K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 715 | $45.0K | <0.1% | 00.0% | Unchanged | History |
| Brookfield Asset Mgmt ReinsG16169107 | CL A EXCH LT VTG | 41 | $2.00K | <0.1% | +41 | New | – |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 31,587 | $4.46M | 2.6% | History |
| GWREGuidewire Software, Inc. | COM | 42,273 | $4.30M | 2.5% | History |
| WDFCWD 40 Co | COM | 10,006 | $3.06M | 1.8% | History |
| WIXWix.com Ltd. | SHS | 2,108 | $589.0K | 0.3% | History |
| MDBMongoDB, Inc. | CL A | 2,044 | $547.0K | 0.3% | History |