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
$185M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.93M
3
+$3.47M
4
TWLO icon
Twilio
TWLO
+$2.25M
5
HUBS icon
HubSpot
HUBS
+$1.91M

Top Sells

1
+$5.14M
2
+$3.24M
3
+$1.1M
4
HCAT icon
Health Catalyst
HCAT
+$592K
5
SLAB icon
Silicon Laboratories
SLAB
+$579K

Sector Composition

1 Technology 59.52%
2 Healthcare 12.43%
3 Financials 12.12%
4 Consumer Staples 6.38%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.67%
24,199
+214
27
$1.08M 0.58%
7,740
+20
28
$1.07M 0.58%
3,474
+27
29
$916K 0.5%
3,118
+25
30
$492K 0.27%
1,109
+8
31
$402K 0.22%
7,375
+3,802
32
$193K 0.1%
6,000
33
$59K 0.03%
715
34
– –
-18,246
35
– –
-4,114
36
– –
-14,949
37
– –
-10,400
38
– –
-71,273
39
– –
-2,805
1
2