Institutional Fund
Karani Asset Management LLC
New York, NYCIK 17924305 filings on record
Portfolio Value
$114.24M
Q1 2026
Holdings
53
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+0.2%
from $114.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation9.6%
- Apple Inc9.2%
- Alphabet Inc7.6%
- Microsoft Corp6.9%
- Asml Holding N V4.7%
- Rli Corp3.9%
- Other58.1%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 62.6K | $10.93M | 9.6% | +17.1K | Added |
| 2 | Apple Inc | 41.6K | $10.55M | 9.2% | +14.8K | Added |
| 3 | Alphabet Inc | 30.2K | $8.68M | 7.6% | +479 | Added |
| 4 | Microsoft Corp | 21.2K | $7.83M | 6.9% | +7.6K | Added |
| 5 | Asml Holding N V | 4.1K | $5.35M | 4.7% | −3.9K | Reduced |
| 6 | Rli Corp | 79.1K | $4.51M | 3.9% | −19.4K | Reduced |
| 7 | Mastercard Incorporated | 8.7K | $4.34M | 3.8% | −2.7K | Reduced |
| 8 | Steel Dynamics Inc | 23.1K | $4.16M | 3.6% | −2.7K | Reduced |
| 9 | S&P Global Inc | 9.5K | $4.06M | 3.6% | −3.0K | Reduced |
| 10 | Cummins Inc | 7.3K | $3.91M | 3.4% | −522 | Reduced |
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