KAM
Karani Asset Management Portfolio holdings
AUM
$103M
This Quarter Return
+6.29%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+0.41%)
Cap. Flow
-$2.68M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
44.81%
Holding
52
New
2
Increased
27
Reduced
12
Closed
9
Top Buys
| 1 |
DocuSign
DOCU
|
$4.8M |
| 2 |
Zoom
ZM
|
$4.68M |
| 3 |
COUP
Coupa Software Incorporated
COUP
|
$3.38M |
| 4 |
Costco
COST
|
$2.6M |
| 5 |
Cadence Design Systems
CDNS
|
$2M |
Top Sells
| 1 |
Stitch Fix
SFIX
|
$5.77M |
| 2 |
VMW
VMware, Inc
VMW
|
$4.1M |
| 3 |
Bandwidth Inc
BAND
|
$4.02M |
| 4 |
RenaissanceRe
RNR
|
$3.63M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$1.76M |
Sector Composition
| 1 | Technology | 53.94% |
| 2 | Healthcare | 11.06% |
| 3 | Consumer Discretionary | 8.81% |
| 4 | Energy | 7.08% |
| 5 | Consumer Staples | 6.76% |