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
$193M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.43M
3
+$1.05M
4
COST icon
Costco
COST
+$954K
5
AMZN icon
Amazon
AMZN
+$929K

Top Sells

1
+$4.46M
2
+$4.3M
3
+$3.06M
4
WIX icon
WIX.com
WIX
+$589K
5
MDB icon
MongoDB
MDB
+$547K

Sector Composition

1 Technology 58.25%
2 Healthcare 8.92%
3 Consumer Discretionary 8.72%
4 Consumer Staples 6.75%
5 Energy 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.42%
53,833
+502
27
$1.43M 0.74%
4,115
+39
28
$1.35M 0.7%
21,762
+431
29
$1.26M 0.65%
10,300
+80
30
$1.25M 0.65%
5,135
+47
31
$1.25M 0.65%
4,617
+42
32
$929K 0.48%
+5,400
33
$921K 0.48%
11,398
+91
34
$889K 0.46%
34,807
+317
35
$831K 0.43%
2,277
+44
36
$773K 0.4%
13,230
+262
37
$711K 0.37%
4,926
+92
38
$306K 0.16%
7,422
-52
39
$182K 0.09%
6,000
40
$45K 0.02%
715
41
$2K ﹤0.01%
+41
42
– –
-31,587
43
– –
-42,273
44
– –
-2,044
45
– –
-10,006
46
– –
-2,108
1
2