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KAM

Karani Asset Management Portfolio holdings

AUM $122M
1-Year Est. Return 30.61%
This Fund
S&P 500
This Quarter Est. Return
+0.8%
1 Year Est. Return
+30.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow %
102.23%
Top 10 Hldgs %
58.8%
Holding
28
New
28
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$7.4M
2
RLI icon
RLI Corp
RLI
+$7.25M
3
DE icon
Deere & Co
DE
+$6.73M
4
AAPL icon
Apple
AAPL
+$6.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.49M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 38.54%
2 Financials 24.63%
3 Industrials 10.15%
4 Communication Services 6.55%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$935B
$719K 0.67%
+3,000
New +$699K
AMAT icon
27
Applied Materials
AMAT
$403B
$622K 0.58%
+3,824
New +$693K
TT icon
28
Trane Technologies
TT
$100B
$163K 0.15%
+440
New +$175K
1
2

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MFC
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GAFA
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VAM
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SG
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Karani Asset Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Karani Asset Management, which disclosed 28 positions worth $107M. Its ten largest holdings account for 59% of the portfolio.

Its largest position is NVIDIA: 53,681 shares worth $7.21M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, followed by Financials and Industrials.

  • Karani Asset Management's largest Q4 2024 buy was NVIDIA: 53,681 shares worth $7.21M.
  • Karani Asset Management's ten largest holdings make up 59% of its $107M portfolio in Q4 2024.
  • Karani Asset Management disclosed 28 positions in Q4 2024, its first 13F filing on record.

Based on Karani Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.