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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
+8.99%
1 Year Est. Return
+30.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$125M
AUM Growth
+$22M
(+21%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
11.47%
Top 10 Holdings %
Top 10 Hldgs %
58.62%
Holding
43
New
4
Increased
23
Reduced
7
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Old Dominion Freight Line
ODFL
|
+$2.83M |
| 2 |
S&P Global
SPGI
|
+$1.92M |
| 3 |
ASML
ASML
|
+$1.58M |
| 4 |
RLI Corp
RLI
|
+$1.3M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.06M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$3.29M |
| 2 |
Visa
V
|
+$2.42M |
| 3 |
American Express
AXP
|
+$1.88M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$943K |
| 5 |
KKR & Co
KKR
|
+$790K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 41.16% |
| 2 | Financials | 20.68% |
| 3 | Industrials | 11.55% |
| 4 | Communication Services | 7.7% |
| 5 | Consumer Discretionary | 4.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
GE Aerospace
GE
$374B
| $846K | 0.68% |
2,811
+1,475
| +110% | +$403K |
|
27
United Rentals
URI
$67.2B
| $832K | 0.66% |
+872
| New | +$777K |
|
28
Lam Research
LRCX
$367B
| $696K | 0.56% |
5,198
-5,416
| -51% | -$573K |
|
29
Costco
COST
$422B
| $667K | 0.53% |
721
+351
| +95% | +$336K |
|
30
Netflix
NFLX
$299B
| $653K | 0.52% |
5,450
+2,930
| +116% | +$358K |
|
31
Roper Technologies
ROP
$38.8B
| $646K | 0.52% |
1,295
+110
| +9% | +$58.7K |
|
32
Fair Isaac
FICO
$24.3B
| $639K | 0.51% |
427
+41
| +11% | +$61.7K |
|
33
Salesforce
CRM
$151B
| $636K | 0.51% |
2,685
+201
| +8% | +$50.7K |
|
34
JPMorgan Chase
JPM
$935B
| $636K | 0.51% |
2,016
| – | – |
|
35
Intuitive Surgical
ISRG
$127B
| $589K | 0.47% |
+1,318
| New | +$632K |
|
36
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $265K | 0.21% |
+1,398
| New | +$261K |
|
37
Trane Technologies
TT
$100B
| $84.4K | 0.07% |
200
| – | – |
|
|
38
Adobe
ADBE
$99.5B
| – | – |
-8,506
| Closed | -$3.29M |
|
|
39
Berkshire Hathaway Class B
BRK.B
$1.1T
| – | – |
-1,941
| Closed | -$943K |
|
40
Cisco
CSCO
$457B
| – | – |
-3,856
| Closed | -$268K |
|
41
W.W. Grainger
GWW
$65.3B
| – | – |
-311
| Closed | -$324K |
|
42
NVR
NVR
$16.5B
| – | – |
-5
| Closed | -$36.9K |
|
|
43
Visa
V
$684B
| – | – |
-6,826
| Closed | -$2.42M |
|
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Karani Asset Management's Q3 2025 Portfolio in Review
As of Q3 2025, Karani Asset Management held 43 positions worth $125M, up 21% from $103M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Karani Asset Management deployed $14.4M of net new capital in Q3 2025, opening 4 new positions and adding to 23 existing holdings. Its largest new stake was United Rentals: 872 shares worth $832K.
By sector, the portfolio is most concentrated in Technology at 41% of assets, down from 45% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was American Express, an estimated $1.88M trimmed.
- Karani Asset Management's largest Q3 2025 buy was United Rentals: 872 shares worth $832K.
- Karani Asset Management added most to Old Dominion Freight Line in Q3 2025, an estimated $2.83M increase.
- Karani Asset Management's biggest Q3 2025 reduction was American Express, cutting an estimated $1.88M.
- Karani Asset Management fully exited Adobe in Q3 2025, selling an estimated $3.29M.
- Karani Asset Management's ten largest holdings make up 59% of its $125M portfolio in Q3 2025.
- Karani Asset Management opened 4 new positions and closed 6 in Q3 2025.
- Karani Asset Management's portfolio value rose 21% quarter-over-quarter to $125M.
Based on Karani Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.