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
$206M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.13M
3
+$4.36M
4
TEAM icon
Atlassian
TEAM
+$1.99M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.55M

Top Sells

1
+$7.2M
2
+$2.17M
3
+$2.16M
4
AMZN icon
Amazon
AMZN
+$929K
5
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
+$853K

Sector Composition

1 Technology 59.53%
2 Healthcare 11.6%
3 Consumer Discretionary 6.7%
4 Financials 6.41%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 1.78%
10,554
-254
27
$3.44M 1.67%
20,741
-3,156
28
$2.63M 1.27%
25,285
+3,523
29
$1.99M 0.97%
+5,087
30
$1.92M 0.93%
7,072
+1,937
31
$1.87M 0.91%
26,313
+13,083
32
$1.69M 0.82%
5,979
+1,362
33
$1.68M 0.82%
12,580
+2,280
34
$1.62M 0.79%
4,784
+669
35
$1.46M 0.71%
33,934
-19,899
36
$930K 0.45%
+7,625
37
$584K 0.28%
2,666
-32,856
38
$548K 0.27%
23,155
-11,652
39
$536K 0.26%
6,346
-5,052
40
$528K 0.26%
4,540
-386
41
$446K 0.22%
+2,442
42
$321K 0.16%
7,422
43
$194K 0.09%
6,000
44
$42K 0.02%
715
45
$2K ﹤0.01%
41
46
– –
-5,400
47
– –
-2,277
1
2