KAM
Karani Asset Management Portfolio holdings
AUM
$103M
This Quarter Return
+8.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(-1.9%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-7.21%
Top 10 Holdings %
Top 10 Hldgs %
54.36%
Holding
51
New
6
Increased
13
Reduced
15
Closed
13
Top Buys
| 1 |
Asana
ASAN
|
$7.78M |
| 2 |
Twilio
TWLO
|
$5.09M |
| 3 |
Sprout Social
SPT
|
$3.48M |
| 4 |
RLI Corp
RLI
|
$3.45M |
| 5 |
DocuSign
DOCU
|
$2.54M |
Top Sells
| 1 |
EOG Resources
EOG
|
$5.99M |
| 2 |
Dayforce
DAY
|
$5.84M |
| 3 |
Texas Pacific Land
TPL
|
$4.85M |
| 4 |
Health Catalyst
HCAT
|
$4.37M |
| 5 |
Mastercard
MA
|
$3.67M |
Sector Composition
| 1 | Technology | 65.36% |
| 2 | Healthcare | 10.59% |
| 3 | Financials | 8.2% |
| 4 | Consumer Discretionary | 6.35% |
| 5 | Consumer Staples | 5.57% |