The Analysis of Karani Asset Management LLC's Holdings


Currently, Karani Asset Management LLC holds 35 types of securities in its portfolio with a total value $114.0M. In the most recent quarter, they have increased their positions in JKHY (+24.3K shares, valued at $4.4M), SPGI (+5.0K shares, valued at $2.6M), ODFL (+10.3K shares, valued at $1.6M); decreased their positions in NVDA (-13.9K shares, valued at $2.6M), CDNS (-8.1K shares, valued at $2.5M), N/A (-7.3K shares, valued at $2.3M); initiated new positions in JKHY (+24.3K shares, valued at $4.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC29.7K shares-19.69%2025-12-312026-02-17history
ASML ASML HOLDING N V8.0K shares-3.56%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION45.5K shares-23.36%2025-12-312026-02-17history
AAPL APPLE INC26.7K shares0.59%2025-12-312026-02-17history
SPGI S&P GLOBAL INC12.5K shares66.42%2025-12-312026-02-17history
MSFT MICROSOFT CORP13.5K shares-3.74%2025-12-312026-02-17history
MA MASTERCARD INCORPORATED11.4K shares-3.40%2025-12-312026-02-17history
RLI RLI CORP98.4K shares7.22%2025-12-312026-02-17history
Sponsored
DE DEERE & CO13.3K shares20.54%2025-12-312026-02-17history
ODFL OLD DOMINION FREIGHT LINE IN33.0K shares45.62%2025-12-312026-02-17history
JKHY HENRY JACK & ASSOC INC24.3K sharesnew addition2025-12-312026-02-17history
AXP AMERICAN EXPRESS CO11.9K shares-4.25%2025-12-312026-02-17history
STLD STEEL DYNAMICS INC25.8K shares-3.03%2025-12-312026-02-17history
INTU INTUIT6.6K shares17.98%2025-12-312026-02-17history
CMI CUMMINS INC7.8K shares-26.05%2025-12-312026-02-17history
AMAT APPLIED MATLS INC15.4K shares-4.76%2025-12-312026-02-17history
Sponsored
TXN TEXAS INSTRS INC18.7K shares-5.44%2025-12-312026-02-17history
KLAC KLA CORP1.3K shares-0.22%2025-12-312026-02-17history
NVO NOVO-NORDISK A S29.3K shares-20.72%2025-12-312026-02-17history
LLY ELI LILLY & CO1.1K shares-1.90%2025-12-312026-02-17history
MERCK & CO INC MERCK & CO INC10.2K shares-9.07%2025-12-312026-02-17history
IVV ISHARES TR1.5K shares0.00%2025-12-312026-02-17history
LAM RESEARCH CORP LAM RESEARCH CORP5.2K shares0.00%2025-12-312026-02-17history
GE AEROSPACE GE AEROSPACE2.8K shares-0.32%2025-12-312026-02-17history
Sponsored
ISRG INTUITIVE SURGICAL INC1.3K shares-0.30%2025-12-312026-02-17history
FICO FAIR ISAAC CORP425 shares-0.47%2025-12-312026-02-17history
CRM SALESFORCE INC2.7K shares-0.45%2025-12-312026-02-17history
URI UNITED RENTALS INC870 shares-0.23%2025-12-312026-02-17history
CDNS CADENCE DESIGN SYSTEM INC2.2K shares-78.46%2025-12-312026-02-17history
JPM JPMORGAN CHASE & CO.2.0K shares0.00%2025-12-312026-02-17history
COST COSTCO WHSL CORP NEW719 shares-0.28%2025-12-312026-02-17history
ROP ROPER TECHNOLOGIES INC1.3K shares-0.39%2025-12-312026-02-17history
Sponsored
NFLX NETFLIX INC5.4K shares888.99%2025-12-312026-02-17history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares-17.81%2025-12-312026-02-17history
TT TRANE TECHNOLOGIES PLC200 shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR11.9K shares-2.46%2025-12-312026-02-17history