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
$108M
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.61M
3
+$680K
4
BLK icon
Blackrock
BLK
+$432K
5
GTLB icon
GitLab
GTLB
+$362K

Top Sells

1
+$4.02M
2
+$3.72M
3
+$3.35M
4
ZS icon
Zscaler
ZS
+$2.69M
5
NVDA icon
NVIDIA
NVDA
+$2.55M

Sector Composition

1 Technology 49.58%
2 Financials 18.84%
3 Healthcare 14.93%
4 Consumer Staples 5.36%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.3M 6.75%
24,276
-7,252
2
$7.1M 6.56%
12,010
-3,365
3
$7M 6.48%
120,120
-32,336
4
$5.88M 5.44%
39,194
-22,341
5
$5.8M 5.36%
12,097
-8,384
6
$5.68M 5.25%
374,570
-168,100
7
$5.03M 4.65%
83,415
-18,075
8
$4.91M 4.54%
16,399
-4,070
9
$4.69M 4.34%
34,333
-3,213
10
$4.67M 4.32%
83,814
-28,116
11
$4.54M 4.19%
11,766
-2,719
12
$4.37M 4.04%
29,985
-6,975
13
$4.13M 3.81%
11,268
-2,434
14
$4.03M 3.73%
26,236
-5,955
15
$4.02M 3.72%
+86,798
16
$3.9M 3.61%
17,382
-4,368
17
$3.89M 3.6%
3,011
-334
18
$3.34M 3.09%
73,540
-4,451
19
$2.62M 2.42%
148,994
-103,946
20
$2.61M 2.41%
+18,069
21
$2.35M 2.17%
28,015
-4,966
22
$1.8M 1.66%
30,950
-15,406
23
$1.77M 1.63%
10,701
+4,122
24
$1.22M 1.12%
4,730
+1,256
25
$869K 0.8%
8,046
-4,072
1
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