Karani Asset Management LLC
Top Portfolio Positions
53 positions ·
$121,107,116 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
62,650 | $10,926,160 | 9.02% | |
| AAPL |
Apple Inc.
Technology
|
41,560 | $10,547,512 | 8.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,178 | $8,677,985 | 7.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,100 | $7,869,114 | 6.50% | |
| MSFT |
Microsoft Corp
Technology
|
21,154 | $7,830,576 | 6.47% | |
| ASML |
Asml Holding NV
Technology
|
4,051 | $5,350,682 | 4.42% | |
| RLI |
Rli Corp
Financial Services
|
79,058 | $4,509,468 | 3.72% | |
| MA |
Mastercard Inc
Financial Services
|
8,692 | $4,343,044 | 3.59% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
23,104 | $4,158,720 | 3.43% | |
| SPGI |
S&P Global Inc.
Financial Services
|
9,546 | $4,060,295 | 3.35% |
Portfolio Trend
21 quarters · across all stocks
Holdings in RLI
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,509,468 | 79,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,297,807 | 98,434 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,987,782 | 91,809 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,244,471 | 72,618 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,460,700 | 80,427 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,598,403 | 43,662 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $1,851,908 | 27,256 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,371,507 | 34,755 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,200,325 | 33,110 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,769,337 | 42,193 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,687,782 | 52,506 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,501,197 | 60,060 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,216,551 | 76,228 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,158,797 | 74,198 | Shares | Sole | 2022-11-23 | |
| 2021-09-30 | $2,179,167 | 43,466 | Shares | Sole | 2022-11-23 | |
| No 13F history on record for this holder in this stock. | ||||||