KAM
Karani Asset Management Portfolio holdings
AUM
$103M
This Quarter Return
+19.63%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.57%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$11.6M |
| 2 |
Air Lease Corp
AL
|
$8.7M |
| 3 |
Trupanion
TRUP
|
$6.07M |
| 4 |
Adobe
ADBE
|
$5.78M |
| 5 |
HubSpot
HUBS
|
$5.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 30% |
| 2 | Consumer Discretionary | 19.38% |
| 3 | Industrials | 14.88% |
| 4 | Financials | 10.05% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
RingCentral
RNG
$2.76B
| $1M | 0.93% | +5,944 | New | +$1M |
|
27
SAP
SAP
$317B
| $986K | 0.91% | +7,358 | New | +$986K |
|
28
Viasat
VSAT
$4.34B
| $917K | 0.85% | +12,526 | New | +$917K |
|
29
Salesforce
CRM
$245B
| $908K | 0.84% | +5,585 | New | +$908K |
|
30
Paylocity
PCTY
$9.89B
| $901K | 0.84% | +7,454 | New | +$901K |
|
31
DocuSign
DOCU
$15.5B
| $879K | 0.82% | +11,863 | New | +$879K |
|
32
Fortinet
FTNT
$60.4B
| $798K | 0.74% | +7,478 | New | +$798K |
|
33
Microsoft
MSFT
$3.77T
| $790K | 0.73% | +5,007 | New | +$790K |
|
34
Delta Air Lines
DAL
$40.3B
| $773K | 0.72% | +13,215 | New | +$773K |
|
|
TWTR
35
DELISTED
Twitter, Inc.
TWTR
| $706K | 0.65% | +22,041 | New | +$706K |
|
36
AvalonBay Communities
AVB
$27.9B
| $529K | 0.49% | +2,523 | New | +$529K |
|
37
NVIDIA
NVDA
$4.24T
| $503K | 0.47% | +2,139 | New | +$503K |
|
38
Alphabet (Google) Class A
GOOGL
$2.57T
| $480K | 0.45% | +358 | New | +$480K |
|
39
Meta Platforms (Facebook)
META
$1.86T
| $464K | 0.43% | +2,259 | New | +$464K |
|
40
Cadence Design Systems
CDNS
$95.5B
| $455K | 0.42% | +6,567 | New | +$455K |
|
|
SPLK
41
DELISTED
Splunk Inc
SPLK
| $416K | 0.39% | +2,776 | New | +$416K |
|
42
Brookfield
BN
$98.3B
| $407K | 0.38% | +7,050 | New | +$407K |
|
43
lululemon athletica
LULU
$24.2B
| $393K | 0.36% | +1,697 | New | +$393K |
|
44
PVH
PVH
$4.05B
| $368K | 0.34% | +3,501 | New | +$368K |
|
45
Hilton Worldwide
HLT
$64.9B
| $349K | 0.32% | +3,151 | New | +$349K |
|
46
CBIZ
CBZ
$3.48B
| $337K | 0.31% | +12,500 | New | +$337K |
|
47
TriMas Corp
TRS
$1.57B
| $283K | 0.26% | +9,000 | New | +$283K |
|
48
Dayforce
DAY
$11B
| $259K | 0.24% | +3,812 | New | +$259K |
|
49
Johnson & Johnson
JNJ
$427B
| $244K | 0.23% | +1,670 | New | +$244K |
|
50
Citigroup
C
$178B
| $240K | 0.22% | +3,000 | New | +$240K |
|