Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Karani Asset Management LLC (CIK 1792430) reported $122.1M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($10.9M, 8.95%), AAPL ($10.5M, 8.64%), GOOGL ($8.7M, 7.11%), SPY ($7.9M, 6.44%), MSFT ($7.8M, 6.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $10.9M | 8.95% | 62,650 | Added |
| 2 | AAPL | APPLE INC | $10.5M | 8.64% | 41,560 | Added |
| 3 | GOOGL | ALPHABET INC | $8.7M | 7.11% | 30,178 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 6.44% | 12,100 | Added |
| 5 | MSFT | MICROSOFT CORP | $7.8M | 6.41% | 21,154 | Added |
| 6 | ASML | ASML HLDG NV | $5.4M | 4.38% | 4,051 | Trimmed |
| 7 | RLI | RLI CORP | $4.5M | 3.69% | 79,058 | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $4.3M | 3.56% | 8,692 | Trimmed |
| 9 | STLD | STEEL DYNAMICS INC | $4.2M | 3.41% | 23,104 | Trimmed |
| 10 | SPGI | S&P GLOBAL INC | $4.1M | 3.33% | 9,546 | Trimmed |
| 11 | CMI | CUMMINS INC | $3.9M | 3.20% | 7,269 | Trimmed |
| 12 | ODFL | OLD DOMINION FREIGHT LINE IN | $3.8M | 3.10% | 19,361 | Trimmed |
| 13 | DE | DEERE & CO | $3.7M | 3.05% | 6,610 | Trimmed |
| 14 | AXP | AMERICAN EXPRESS CO | $3.7M | 3.00% | 12,093 | Added |
| 15 | AMAT | APPLIED MATLS INC | $3.2M | 2.64% | 9,422 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $3.0M | 2.43% | 10,104 | Added |
| 17 | INTU | INTUIT | $3.0M | 2.43% | 6,853 | Added |
| 18 | JKHY | HENRY JACK & ASSOC INC | $2.3M | 1.86% | 14,393 | Trimmed |
| 19 | LRCX | LAM RESEARCH CORP | $2.0M | 1.66% | 9,489 | Added |
| 20 | TXN | TEXAS INSTRS INC | $1.7M | 1.41% | 8,896 | Trimmed |
| 21 | KLAC | KLA CORP | $1.6M | 1.28% | 1,060 | Trimmed |
| 22 | ADI | ANALOG DEVICES INC | $1.5M | 1.26% | 4,832 | New |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $1.4M | 1.19% | 7,121 | New |
| 24 | CDNS | CADENCE DESIGN SYSTEM INC | $1.3M | 1.03% | 4,513 | Added |
| 25 | GE | GE AEROSPACE | $1.2M | 1.00% | 4,306 | Added |
Source: SEC Form 13F filings · as of 2026-03-31