KAM

Karani Asset Management Portfolio holdings

AUM $103M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.94M
3
+$3.63M
4
COUP
Coupa Software Incorporated
COUP
+$1.8M
5
EOG icon
EOG Resources
EOG
+$1.6M

Top Sells

1
+$14M
2
+$3.92M
3
+$2.38M
4
TRUP icon
Trupanion
TRUP
+$1.38M
5
SHAK icon
Shake Shack
SHAK
+$1.13M

Sector Composition

1 Technology 54.2%
2 Consumer Discretionary 11.45%
3 Healthcare 10.38%
4 Financials 9.08%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.84%
9,161
+5,324
27
$3.07M 1.81%
12,654
-990
28
$2.85M 1.68%
14,259
+4,908
29
$2.59M 1.53%
48,611
+11,910
30
$2.58M 1.53%
9,725
-1,825
31
$2.13M 1.26%
9,592
+3,843
32
$1.85M 1.09%
8,300
+2,346
33
$1.75M 1.04%
41,548
+7,004
34
$1.61M 0.95%
4,775
+395
35
$1.08M 0.64%
3,006
+309
36
$979K 0.58%
4,186
+463
37
$971K 0.57%
11,080
-3,400
38
$966K 0.57%
3,726
+2,827
39
$872K 0.52%
3,192
-1,350
40
$872K 0.52%
3,922
+806
41
$870K 0.51%
20,108
-4,152
42
$856K 0.51%
2,460
-1,059
43
$846K 0.5%
46,844
+35,294
44
$734K 0.43%
+8,137
45
$692K 0.41%
4,834
+2,395
46
$499K 0.3%
+16,891
47
$393K 0.23%
2,315
+1,237
48
$371K 0.22%
11,211
49
$285K 0.17%
9,000
50
$29K 0.02%
715
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