We are live on
!
Find out more
KAM
Karani Asset Management Portfolio holdings
AUM
$122M
1-Year Est. Return
30.61%
This Fund
S&P 500
This Quarter
Est. Return
+19.63%
1 Year Est. Return
+30.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$99.7M
Cap. Flow
% of AUM
92.46%
Top 10 Holdings %
Top 10 Hldgs %
58.57%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$9M |
| 2 |
AL
Air Lease Corp
AL
|
+$8.22M |
| 3 |
HubSpot
HUBS
|
+$5.57M |
| 4 |
Adobe
ADBE
|
+$5.15M |
| 5 |
Intuit
INTU
|
+$5.01M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30% |
| 2 | Consumer Discretionary | 19.38% |
| 3 | Industrials | 14.88% |
| 4 | Financials | 10.05% |
| 5 | Healthcare | 7.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.26T
| $11.6M | 10.73% |
+414,705
| New | +$9M |
|
|
AL
2
DELISTED
Air Lease Corp
AL
| $8.7M | 8.07% |
+183,000
| New | +$8.22M |
|
3
Trupanion
TRUP
$1.03B
| $6.07M | 5.63% |
+162,037
| New | +$4.76M |
|
|
4
Adobe
ADBE
$84.3B
| $5.78M | 5.36% |
+17,518
| New | +$5.15M |
|
|
5
HubSpot
HUBS
$9.73B
| $5.76M | 5.35% |
+36,375
| New | +$5.57M |
|
6
Regeneron Pharmaceuticals
REGN
$68.3B
| $5.18M | 4.8% |
+13,792
| New | +$4.64M |
|
|
SFIX
7
Stitch Fix
SFIX
$471M
| $5.07M | 4.7% |
+197,507
| New | +$4.59M |
|
|
8
Intuit
INTU
$77B
| $5.01M | 4.65% |
+19,142
| New | +$5.01M |
|
9
Clorox
CLX
$11.3B
| $5.01M | 4.64% |
+32,606
| New | +$4.87M |
|
10
Deere & Co
DE
$165B
| $5M | 4.64% |
+28,881
| New | +$4.97M |
|
11
Texas Pacific Land
TPL
$29.4B
| $4.41M | 4.09% |
+50,751
| New | +$3.71M |
|
12
Berkshire Hathaway Class B
BRK.B
$1.06T
| $3.89M | 3.61% |
+17,175
| New | +$3.73M |
|
13
EOG Resources
EOG
$77.5B
| $3.25M | 3.01% |
+38,750
| New | +$2.84M |
|
14
Shake Shack
SHAK
$2.26B
| $2.87M | 2.66% |
+48,200
| New | +$3.46M |
|
15
WD-40
WDFC
$3.12B
| $2.53M | 2.35% |
+13,035
| New | +$2.46M |
|
|
NVO
16
Novo Nordisk
NVO
$213B
| $2.4M | 2.22% |
+82,800
| New | +$2.29M |
|
|
VMW
17
DELISTED
VMware, Inc
VMW
| $1.24M | 1.15% |
+8,137
| New | +$1.28M |
|
18
Atlassian
TEAM
$20.3B
| $1.23M | 1.14% |
+10,225
| New | +$1.25M |
|
19
Zscaler
ZS
$22.6B
| $1.2M | 1.11% |
+25,726
| New | +$1.19M |
|
20
Equity Residential
EQR
$25.6B
| $1.17M | 1.09% |
+14,460
| New | +$1.23M |
|
21
Southwest Airlines
LUV
$21.9B
| $1.09M | 1.01% |
+20,110
| New | +$1.12M |
|
22
Paycom
PAYC
$6.47B
| $1.06M | 0.99% |
+4,022
| New | +$952K |
|
23
Dynatrace
DT
$11.8B
| $1.04M | 0.97% |
+41,300
| New | +$907K |
|
|
ZEN
24
DELISTED
ZENDESK INC
ZEN
| $1.03M | 0.96% |
+13,512
| New | +$989K |
|
25
Extra Space Storage
EXR
$30.7B
| $1.01M | 0.93% |
+9,528
| New | +$1.04M |
|
Similar funds
KGC
PWP
MFC
GAFA
DFG
VAM
PLC
SB
Karani Asset Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Karani Asset Management, which disclosed 57 positions worth $108M. Its ten largest holdings account for 59% of the portfolio.
Its largest position is Tesla: 414,705 shares worth $11.6M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, followed by Consumer Discretionary and Industrials.
- Karani Asset Management's largest Q4 2019 buy was Tesla: 414,705 shares worth $11.6M.
- Karani Asset Management's ten largest holdings make up 59% of its $108M portfolio in Q4 2019.
- Karani Asset Management disclosed 57 positions in Q4 2019, its first 13F filing on record.
Based on Karani Asset Management's 13F filing for Q4 2019, filed 27 Jan 2020.