KAM

Karani Asset Management Portfolio holdings

AUM $103M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.94M
3
+$3.63M
4
COUP
Coupa Software Incorporated
COUP
+$1.8M
5
EOG icon
EOG Resources
EOG
+$1.6M

Top Sells

1
+$14M
2
+$3.92M
3
+$2.38M
4
TRUP icon
Trupanion
TRUP
+$1.38M
5
SHAK icon
Shake Shack
SHAK
+$1.13M

Sector Composition

1 Technology 54.2%
2 Consumer Discretionary 11.45%
3 Healthcare 10.38%
4 Financials 9.08%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 6.1%
26,010
-9,887
2
$8.51M 5.03%
203,978
+19,265
3
$8.21M 4.85%
16,412
-272
4
$7.53M 4.45%
62,900
-11,550
5
$7.19M 4.25%
30,585
-59,640
6
$5.78M 3.42%
442,400
+333,880
7
$5.77M 3.41%
98,250
-40,450
8
$5.6M 3.31%
14,737
-1,164
9
$5.49M 3.25%
126,210
-7,758
10
$5.46M 3.23%
39,989
+28,874
11
$5.42M 3.21%
20,150
-4,069
12
$5.41M 3.2%
40,764
-1,512
13
$5.27M 3.11%
62,125
-13,300
14
$5.24M 3.1%
49,181
-7,321
15
$5.23M 3.09%
40,661
-2,127
16
$4.72M 2.79%
9,774
-151
17
$4.65M 2.75%
12,343
-563
18
$4.1M 2.43%
31,575
+4,885
19
$4.1M 2.42%
29,202
-1,488
20
$4.02M 2.38%
26,169
-3,915
21
$4.01M 2.37%
19,864
-762
22
$3.83M 2.26%
10,730
-2,432
23
$3.63M 2.15%
+21,895
24
$3.56M 2.1%
71,375
+32,175
25
$3.24M 1.92%
92,730
-13,300
1
2 3