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
$206M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.13M
3
+$4.36M
4
TEAM icon
Atlassian
TEAM
+$1.99M
5
CDNS icon
Cadence Design Systems
CDNS
+$1.55M

Top Sells

1
+$7.2M
2
+$2.17M
3
+$2.16M
4
AMZN icon
Amazon
AMZN
+$929K
5
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
+$853K

Sector Composition

1 Technology 59.53%
2 Healthcare 11.6%
3 Consumer Discretionary 6.7%
4 Financials 6.41%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 8.67%
26,431
+2,199
2
$11.5M 5.59%
555,860
+14,780
3
$9.88M 4.8%
65,266
+10,255
4
$9.35M 4.54%
36,305
+2,760
5
$9.17M 4.45%
17,001
+1,632
6
$8.6M 4.17%
14,934
+401
7
$8.02M 3.89%
31,029
+306
8
$7.78M 3.77%
17,303
-4,818
9
$6.83M 3.32%
48,305
+3,005
10
$6.8M 3.3%
11,243
+289
11
$6.72M 3.26%
+75,266
12
$6.64M 3.22%
19,808
-228
13
$6.35M 3.08%
153,233
-52,496
14
$6.27M 3.04%
125,313
-2,445
15
$6.25M 3.03%
23,912
+4,407
16
$6.13M 2.98%
+32,489
17
$5.99M 2.91%
74,654
+929
18
$5.84M 2.84%
51,888
-1,358
19
$5.59M 2.71%
71,273
-3,071
20
$5.06M 2.46%
19,302
+3,098
21
$4.86M 2.36%
62,508
+1,550
22
$4.84M 2.35%
12,018
+147
23
$4.7M 2.28%
97,884
+1,460
24
$4.55M 2.21%
23,655
+923
25
$4.36M 2.11%
+86,932
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