KAM
Karani Asset Management Portfolio holdings
AUM
$103M
This Quarter Return
+14.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.1M
AUM Growth
+$99.1M
(+5%)
Cap. Flow
-$6.53M
Cap. Flow
% of AUM
-6.59%
Top 10 Holdings %
Top 10 Hldgs %
52.05%
Holding
38
New
2
Increased
11
Reduced
18
Closed
6
Top Buys
| 1 |
Nucor
NUE
|
$1.39M |
| 2 |
ServiceNow
NOW
|
$525K |
| 3 |
Advanced Micro Devices
AMD
|
$412K |
| 4 |
Apple
AAPL
|
$402K |
| 5 |
Deere & Co
DE
|
$392K |
Top Sells
| 1 |
Palantir
PLTR
|
$2.08M |
| 2 |
NVIDIA
NVDA
|
$1.39M |
| 3 |
Cadence Design Systems
CDNS
|
$1.21M |
| 4 |
HubSpot
HUBS
|
$1.17M |
| 5 |
MongoDB
MDB
|
$816K |
Sector Composition
| 1 | Technology | 50.54% |
| 2 | Financials | 14.42% |
| 3 | Healthcare | 12.51% |
| 4 | Consumer Discretionary | 7.53% |
| 5 | Industrials | 5.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$2.57T
| $826K | 0.83% |
6,901
+1,286
| +23% | +$154K |
|
27
Airbnb
ABNB
$79.9B
| $463K | 0.47% |
3,616
+1
| +0% | +$128 |
|
28
Atlassian
TEAM
$46.6B
| $417K | 0.42% |
2,485
-2,594
| -51% | -$435K |
|
|
29
Advanced Micro Devices
AMD
$264B
| $412K | 0.42% |
+3,621
| New | +$412K |
|
30
Sprout Social
SPT
$929M
| $207K | 0.21% |
4,486
-4,313
| -49% | -$199K |
|
|
31
MongoDB
MDB
$25.7B
| $207K | 0.21% |
503
-1,986
| -80% | -$816K |
|
|
FRC
32
DELISTED
First Republic Bank
FRC
| $1.51K | ﹤0.01% |
2,748
-40,610
| -94% | -$22.3K |
|
33
Blackrock
BLK
$175B
| – | – |
-349
| Closed | -$234K |
|
34
Box
BOX
$4.73B
| – | – |
-13,779
| Closed | -$369K |
|
35
Salesforce
CRM
$245B
| – | – |
-1,869
| Closed | -$373K |
|
36
GitLab
GTLB
$7.93B
| – | – |
-5,291
| Closed | -$181K |
|
37
Snowflake
SNOW
$79.6B
| – | – |
-3,421
| Closed | -$528K |
|
38
Zscaler
ZS
$43.1B
| – | – |
-904
| Closed | -$106K |
|