The Analysis of Karani Asset Management LLC's Holdings
Currently, Karani Asset Management LLC holds 36 types of securities in its portfolio with a total value $117.1M. In the most recent quarter, they have increased their positions in ODFL (+18.5K shares, valued at $2.6M), ASML (+2.0K shares, valued at $1.9M), SPGI (+3.6K shares, valued at $1.7M); decreased their positions in AXP (-5.9K shares, valued at $2.0M), LRCX (-5.4K shares, valued at $725.2K), KKR (-5.6K shares, valued at $723.3K); initiated new positions in URI (+872 shares, valued at $832.5K), ISRG (+1.3K shares, valued at $589.4K), RSP (+1.4K shares, valued at $265.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION59.4K shares7.80%2025-09-302025-11-14
GOOGL ALPHABET INC37.0K shares15.77%2025-09-302025-11-14 ASML ASML HOLDING N V8.3K shares32.19%2025-09-302025-11-14 MSFT MICROSOFT CORP14.0K shares11.24%2025-09-302025-11-14 AAPL APPLE INC26.6K shares10.47%2025-09-302025-11-14 MA MASTERCARD INCORPORATED11.8K shares4.78%2025-09-302025-11-14 RLI RLI CORP91.8K shares26.43%2025-09-302025-11-14 PHM PULTE GROUP INC41.0K shares3.09%2025-09-302025-11-14 DE DEERE & CO11.1K shares20.10%2025-09-302025-11-14 KKR KKR & CO INC36.7K shares-13.17%2025-09-302025-11-14 CMI CUMMINS INC10.5K shares-0.15%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO12.4K shares-32.31%2025-09-302025-11-14 INTU INTUIT5.6K shares2.73%2025-09-302025-11-14 STLD STEEL DYNAMICS INC26.6K shares19.98%2025-09-302025-11-14 SPGI S&P GLOBAL INC7.5K shares90.66%2025-09-302025-11-14 TXN TEXAS INSTRS INC19.8K shares-2.80%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC10.3K shares1.06%2025-09-302025-11-14 AMAT APPLIED MATLS INC16.2K shares54.87%2025-09-302025-11-14 ODFL OLD DOMINION FREIGHT LINE IN22.7K shares442.12%2025-09-302025-11-14 NVO NOVO-NORDISK A S37.0K shares18.90%2025-09-302025-11-14 KLAC KLA CORP1.3K shares17.98%2025-09-302025-11-14 IVV ISHARES TR1.5K shares0.00%2025-09-302025-11-14 MRK MERCK & CO INC11.2K shares-1.77%2025-09-302025-11-14 LLY ELI LILLY & CO1.2K shares-12.75%2025-09-302025-11-14 GE GE AEROSPACE2.8K shares110.40%2025-09-302025-11-14 URI UNITED RENTALS INC872 sharesnew addition2025-09-302025-11-14 LRCX LAM RESEARCH CORP5.2K shares-51.03%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW721 shares94.86%2025-09-302025-11-14 NFLX NETFLIX INC545 shares116.27%2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC1.3K shares9.28%2025-09-302025-11-14 FICO FAIR ISAAC CORP427 shares10.62%2025-09-302025-11-14 CRM SALESFORCE INC2.7K shares8.09%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.2.0K shares0.00%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC1.3K sharesnew addition2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC200 shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR12.2K sharesnew addition2025-09-302025-11-14