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
+13.42%
1 Year Est. Return
+30.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
+$8.78M
Cap. Flow
-$1.4M
Cap. Flow %
-1.36%
Top 10 Hldgs %
56.46%
Holding
48
New
7
Increased
15
Reduced
17
Closed
9

Top Buys

Rank Stock Value
1
KKR icon
KKR & Co
KKR
+$2.56M
2
PHM icon
Pultegroup
PHM
+$1.62M
3
AMAT icon
Applied Materials
AMAT
+$1.21M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$986K

Top Sells

Rank Stock Value
1
EOG icon
EOG Resources
EOG
+$3.66M
2
PG icon
Procter & Gamble
PG
+$2.41M
3
NVR icon
NVR
NVR
+$1.95M
4
DE icon
Deere & Co
DE
+$1.56M
5
COST icon
Costco
COST
+$997K

Sector Composition

Rank Sector Weight
1 Technology 44.69%
2 Financials 28.18%
3 Industrials 9.27%
4 Communication Services 5.78%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.06T
$8.71M 8.44%
55,120
+9,115
+20% +$1.15M
MA icon
2
Mastercard
MA
$469B
$6.34M 6.14%
11,282
+1,394
+14% +$771K
MSFT icon
3
Microsoft
MSFT
$2.83T
$6.28M 6.08%
12,617
+1,582
+14% +$687K
AXP icon
4
American Express
AXP
$233B
$5.85M 5.66%
18,327
+2,563
+16% +$721K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.88T
$5.63M 5.45%
31,942
-1,223
-4% -$200K
KKR icon
6
KKR & Co
KKR
$86.2B
$5.62M 5.45%
42,277
+21,901
+107% +$2.56M
RLI icon
7
RLI Corp
RLI
$5.62B
$5.24M 5.08%
72,618
-7,809
-10% -$585K
ASML icon
8
ASML
ASML
$693B
$5M 4.85%
6,242
+1,299
+26% +$932K
AAPL icon
9
Apple
AAPL
$4.72T
$4.93M 4.78%
24,042
-1,561
-6% -$315K
DE icon
10
Deere & Co
DE
$165B
$4.68M 4.54%
9,212
-3,194
-26% -$1.56M
INTU icon
11
Intuit
INTU
$77B
$4.27M 4.14%
5,425
-192
-3% -$130K
TXN icon
12
Texas Instruments
TXN
$259B
$4.23M 4.1%
20,382
-859
-4% -$152K
PHM icon
13
Pultegroup
PHM
$23.7B
$4.2M 4.07%
39,796
+16,122
+68% +$1.62M
CMI icon
14
Cummins
CMI
$91.8B
$3.46M 3.35%
10,551
+931
+10% +$288K
ADBE icon
15
Adobe
ADBE
$84.3B
$3.29M 3.19%
8,506
-2,102
-20% -$810K
CDNS icon
16
Cadence Design Systems
CDNS
$91.1B
$3.13M 3.03%
10,160
-458
-4% -$133K
STLD icon
17
Steel Dynamics
STLD
$34.7B
$2.84M 2.75%
22,199
-1,276
-5% -$163K
V icon
18
Visa
V
$669B
$2.42M 2.35%
6,826
+15
+0.2% +$5.23K
NVO
19
Novo Nordisk
NVO
$213B
$2.15M 2.08%
31,125
+493
+2% +$33.5K
SPGI icon
20
S&P Global
SPGI
$124B
$2.08M 2.02%
3,950
+1,552
+65% +$775K
AMAT icon
21
Applied Materials
AMAT
$447B
$1.92M 1.86%
10,461
+7,651
+272% +$1.21M
LRCX icon
22
Lam Research
LRCX
$400B
$1.03M 1%
10,614
+5,048
+91% +$400K
LLY icon
23
Eli Lilly
LLY
$1.06T
$1.03M 1%
1,325
+600
+83% +$466K
KLAC icon
24
KLA
KLAC
$286B
$1.02M 0.99%
11,400
+5,300
+87% +$399K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$875B
$946K 0.92%
1,524
-400
-21% -$230K
1
2

Similar funds

KGC
Kennon-Green & Company New Albany, Ohio $122M AUM 8.39% 1-Year Est. Return
PWP
PrairieView Wealth Partners Orland Park, Illinois $122M AUM 11.76% 1-Year Est. Return
MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return
GAFA
Garton & Associates Financial Advisors Louisville, Kentucky $122M AUM
DFG
Dynamic Financial Group Cedar Falls, Iowa $122M AUM 9.18% 1-Year Est. Return
VAM
Valliance Asset Management Central, Hong Kong $122M AUM 362.1% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
SB
Semitam Bonam Goshen, New York $122M AUM 10.87% 1-Year Est. Return

Karani Asset Management's Q2 2025 Portfolio in Review

As of Q2 2025, Karani Asset Management held 48 positions worth $103M, up 9.3% from $94.5M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Karani Asset Management's Q2 2025 filing shows 7 new, 15 increased, 17 reduced and 9 closed positions. Its largest new stake was Berkshire Hathaway Class B: 1,941 shares worth $943K. The largest sale was EOG Resources, an estimated $3.66M.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 37% a quarter earlier, followed by Financials and Industrials.

  • Karani Asset Management's largest Q2 2025 buy was Berkshire Hathaway Class B: 1,941 shares worth $943K.
  • Karani Asset Management added most to KKR & Co in Q2 2025, an estimated $2.56M increase.
  • Karani Asset Management's biggest Q2 2025 reduction was NVR, cutting an estimated $1.95M.
  • Karani Asset Management fully exited EOG Resources in Q2 2025, selling an estimated $3.66M.
  • Karani Asset Management's ten largest holdings make up 56% of its $103M portfolio in Q2 2025.
  • Karani Asset Management opened 7 new positions and closed 9 in Q2 2025.
  • Karani Asset Management's portfolio value rose 9.3% quarter-over-quarter to $103M.

Based on Karani Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.