Karani Asset Management LLC

Registered adviser

CIK

1792430

Location

New York, NY

Portfolio Value

Small $138,715,639

Diversification

Diversified

Filing Date

Global Rank

#7,540 / 8,811 ▼ 395

Top Industry

Semiconductors 16.4%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

22 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 297922

Roster of Oct 1, 2026

Regulatory AUM

$150,873,657

Main clients

Charitable organizations (54% of AUM)

LEI

9845009A1SC94A8FEA29

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$150,873,657	Charitable organizations (54%)
Feb 2025 to Mar 2026	$130,342,622	Diversified
Mar 2024 to Jan 2025	$110,875,881	Diversified
May 2023 to Feb 2024	$117,343,581	Individuals and high net worth (55%)
Mar 2023 to Apr 2023	$117,343,581	Individuals and high net worth (55%)
Nov 2022 to Feb 2023	$133,350,234	Individuals and high net worth (62%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 54.1%, 23.2 effective positions, active share 59.1% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

51.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 5.9 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 59.1%; sector active share 31.2% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

+0.4 pts

Top 5

36.9%

−0.9 pts

Top 10

53.7%

−2.6 pts

HHI

426

Diversified−16

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	51.7%	$71,766,643	21
Financial Services	15.9%	$22,022,259	9
Industrials	13.7%	$18,957,121	10
Communication Services	8.0%	$11,114,207	1
Healthcare	3.8%	$5,302,637	6
Basic Materials	2.9%	$4,076,127	1
Unclassified	1.5%	$2,114,356	2
Consumer Defensive	1.0%	$1,344,984	2
Consumer Cyclical	0.9%	$1,294,465	3
Energy	0.5%	$722,840	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+8,111	11,915	$1,182,921
KLAC	Kla Corp	+6,500	7,560	$2,280,927
BSX	Boston Scientific Corp	+4,882	17,028	$726,755
SYK	Stryker Corp	+2,988	4,235	$1,333,347
NVDA	Nvidia Corp	+2,503	65,153	$13,036,463
PG	PROCTER & GAMBLE Co	+2,402	6,820	$1,000,084
MSI	Motorola Solutions, Inc.	+2,291	3,219	$1,336,818
AAPL	Apple Inc.	+1,669	43,229	$12,508,743
CDNS	Cadence Design Systems Inc	+1,190	5,703	$2,140,449
ADI	Analog Devices Inc	+1,007	5,839	$2,319,075
JPM	Jpmorgan Chase & Co	+944	11,048	$3,616,341
GOOGL	Alphabet Inc.	+922	31,100	$11,114,207
TRV	Travelers Companies, Inc.	+807	2,240	$739,468
MSFT	Microsoft Corp	+723	21,877	$8,160,558
INTU	Intuit Inc.	+637	7,490	$1,954,890
AMD	Advanced Micro Devices Inc	+634	7,755	$4,504,957
CAT	Caterpillar Inc	+254	1,986	$2,114,891
GEV	GE Vernova Inc.	+236	960	$1,127,865
MA	Mastercard Inc	+147	8,839	$4,539,710
SNPS	Synopsys Inc	+144	3,213	$1,433,222
CRM	Salesforce, Inc.	+44	4,523	$708,573
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
RLI	Rli Corp	−10,952	68,106	$4,023,021
STLD	Steel Dynamics Inc	−5,340	17,764	$4,076,127
DAL	Delta Air Lines, Inc.	−4,535	7,233	$677,442
ODFL	Old Dominion Freight Line, Inc.	−3,891	15,470	$3,350,802
BKR	Baker Hughes Co	−2,494	6,926	$384,393
SLB	Slb Limited/Nv	−2,448	7,280	$338,447
CSCO	Cisco Systems, Inc.	−2,292	6,208	$729,191
AMAT	Applied Materials Inc /De	−1,971	7,451	$5,387,073
TXN	Texas Instruments Inc	−1,536	7,360	$2,193,795
CL	Colgate Palmolive Co	−954	3,762	$344,900
ASML	Asml Holding NV	−837	3,214	$6,394,059
ADSK	Autodesk, Inc.	−795	2,019	$392,533
SPGI	S&P Global Inc.	−777	8,769	$3,571,262
FDS	Factset Research Systems Inc	−530	1,237	$284,608
CMI	Cummins Inc	−522	6,747	$4,812,027
ADBE	Adobe Inc.	−437	1,296	$265,705
ROP	Roper Technologies Inc	−437	1,300	$439,907
DE	Deere & Co	−394	6,216	$3,942,995
LRCX	Lam Research Corp	−159	9,330	$4,042,968
AXP	American Express Co	−70	12,023	$4,066,779
JNJ	Johnson & Johnson	−4	2,115	$537,146
LLY	ELI LILLY & Co	−2	1,028	$1,233,014
NVO	Novo Nordisk A S	−1	9,709	$465,449
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MS	Morgan Stanley	2,888	$603,707
PGR	Progressive Corp/Oh/	2,643	$577,363
MAR	Marriott International Inc /Md/	1,452	$538,096
GWW	W.W. Grainger, Inc.	391	$531,916
HLT	Hilton Worldwide Holdings Inc.	1,606	$530,718
ETN	Eaton Corp plc	987	$420,580
URI	United Rentals, Inc.	326	$369,322
NXPI	NXP Semiconductors N.V.	1,259	$353,816
BKNG	Booking Holdings Inc.	1,266	$225,651
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
JKHY	Jack Henry & Associates Inc	14,393	$2,274,669
NKE	NIKE, Inc.	6,705	$354,158
LULU	lululemon athletica inc.	2,294	$351,211
TT	Trane Technologies plc	200	$83,348
GEHC	GE HealthCare Technologies Inc.	541	$38,508
BRK-B	Berkshire Hathaway Inc	14	$6,708
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $138,715,639 total · filing declares 57 positions · $138,715,666 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Added	65,153	+2,503	$13,036,463	+19.3%	7	before history	9.40%
AAPL	Apple Inc. Technology	Added	43,229	+1,669	$12,508,743	+18.6%	7	before history	9.02%
GOOGL	Alphabet Inc. Communication Services	Added	31,100	+922	$11,114,207	+28.1%	7	before history	8.01%
MSFT	Microsoft Corp Technology	Added	21,877	+723	$8,160,558	+4.2%	7	before history	5.88%
ASML	Asml Holding NV Technology	Reduced	3,214	-837	$6,394,059	+19.5%	7	before history	4.61%
AMAT	Applied Materials Inc /De Technology	Reduced	7,451	-1,971	$5,387,073	+67.3%	7	before history	3.88%
CMI	Cummins Inc Industrials	Reduced	6,747	-522	$4,812,027	+23.0%	7	before history	3.47%
MA	Mastercard Inc Financial Services	Added	8,839	+147	$4,539,710	+4.5%	7	before history	3.27%
AMD	Advanced Micro Devices Inc Technology	Added	7,755	+634	$4,504,957	+211.0%	2	$229.58	3.25%
STLD	Steel Dynamics Inc Basic Materials	Reduced	17,764	-5,340	$4,076,127	−2.0%	7	before history	2.94%
AXP	American Express Co Financial Services	Reduced	12,023	-70	$4,066,779	+11.2%	7	before history	2.93%
LRCX	Lam Research Corp Technology	Reduced	9,330	-159	$4,042,968	+99.4%	6	$144.39	2.91%
RLI	Rli Corp Financial Services	Reduced	68,106	-10,952	$4,023,021	−10.8%	7	before history	2.90%
DE	Deere & Co Industrials	Reduced	6,216	-394	$3,942,995	+5.9%	7	before history	2.84%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,048	+944	$3,616,341	+21.7%	7	before history	2.61%
SPGI	S&P Global Inc. Financial Services	Reduced	8,769	-777	$3,571,262	−12.0%	6	unpriced	2.57%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	15,470	-3,891	$3,350,802	−11.4%	5	$150.86	2.42%
ADI	Analog Devices Inc Technology	Added	5,839	+1,007	$2,319,075	+50.9%	2	$331.57	1.67%
KLAC	Kla Corp Technology	Added	7,560	+6,500	$2,280,927	+46.1%	6	$76.53	1.64%
TXN	Texas Instruments Inc Technology	Reduced	7,360	-1,536	$2,193,795	+27.0%	7	before history	1.58%
CDNS	Cadence Design Systems Inc Technology	Added	5,703	+1,190	$2,140,449	+70.7%	7	before history	1.54%
CAT	Caterpillar Inc Industrials	Added	1,986	+254	$2,114,891	+72.4%	2	$716.38	1.52%
INTU	Intuit Inc. Technology	Added	7,490	+637	$1,954,890	−34.0%	7	before history	1.41%
GE	General Electric Co Industrials	Held	4,306	0	$1,609,281	+31.7%	5	$270.97	1.16%
SNPS	Synopsys Inc Technology	Added	3,213	+144	$1,433,222	+17.8%	2	$452.88	1.03%
MSI	Motorola Solutions, Inc. Technology	Added	3,219	+2,291	$1,336,818	+231.9%	2	$422.71	0.96%
SYK	Stryker Corp Healthcare	Added	4,235	+2,988	$1,333,347	+225.4%	2	$328.05	0.96%
LLY	ELI LILLY & Co Healthcare	Reduced	1,028	-2	$1,233,014	+30.2%	6	$807.18	0.89%
NOW	ServiceNow, Inc. Technology	Added	11,915	+8,111	$1,182,921	+197.4%	2	$104.96	0.85%
IVV	iShares Core S&P 500 ETF	Held	1,527	0	$1,143,555	—	7	before history	0.82%
GEV	GE Vernova Inc. Industrials	Added	960	+236	$1,127,865	+78.5%	2	$839.31	0.81%
MRK	Merck & Co., Inc. Healthcare	Held	7,836	0	$1,006,926	+6.8%	7	before history	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,820	+2,402	$1,000,084	+56.7%	2	$149.47	0.72%
SPY	Spdr S&P 500 ETF Trust PUT	Reduced	1,300	-10,800	$970,801	−87.7%	—	—	0.70%
TRV	Travelers Companies, Inc. Financial Services	Added	2,240	+807	$739,468	+76.9%	2	$296.59	0.53%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,208	-2,292	$729,191	+10.6%	2	$78.28	0.53%
BSX	Boston Scientific Corp Healthcare	Added	17,028	+4,882	$726,755	−4.6%	2	$72.63	0.52%
CRM	Salesforce, Inc. Technology	Added	4,523	+44	$708,573	−15.3%	5	$241.77	0.51%
DAL	Delta Air Lines, Inc. Industrials	Reduced	7,233	-4,535	$677,442	−13.4%	2	$67.33	0.49%
MS	Morgan Stanley Financial Services	NEW	2,888	NEW	$603,707	NEW	1	$198.03	0.44%
PGR	Progressive Corp/Oh/ Financial Services	NEW	2,643	NEW	$577,363	NEW	1	$201.54	0.42%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	1,452	NEW	$538,096	NEW	1	$368.78	0.39%
JNJ	Johnson & Johnson Healthcare	Reduced	2,115	-4	$537,146	+3.7%	2	$232.92	0.39%
GWW	W.W. Grainger, Inc. Industrials	NEW	391	NEW	$531,916	NEW	1	$1,232.29	0.38%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	NEW	1,606	NEW	$530,718	NEW	1	$328.65	0.38%
NVO	Novo Nordisk A S Healthcare	Reduced	9,709	-1	$465,449	+30.4%	7	before history	0.34%
ROP	Roper Technologies Inc Technology	Reduced	1,300	-437	$439,907	−28.4%	5	$512.60	0.32%
ETN	Eaton Corp plc Industrials	NEW	987	NEW	$420,580	NEW	1	$403.27	0.30%
ADSK	Autodesk, Inc. Technology	Reduced	2,019	-795	$392,533	−41.7%	2	$251.35	0.28%
BKR	Baker Hughes Co Energy	Reduced	6,926	-2,494	$384,393	−33.2%	2	$57.81	0.28%

Showing the top 50 of 57 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.