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Disclosery

13F-HR filed by Karani Asset Management LLC

Karani Asset Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 39 holding rows worth $103,239,266.

Accession
0001493152-25-011980
Filer
CIK 1792430
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 39 entries on the cover page, a total value of $103,239,266 stated on the cover page (in dollars after the unit check, H1), rows summing to $103,239,266 with VALUE read as dollars as filed, 13F file number 028-19692. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM55,120$8,708,409dollars as filed
MasterCard, Inc57636Q104COM11,282$6,339,807dollars as filed
Microsoft Corp594918104COM12,617$6,275,822dollars as filed
American Express Company025816109COM18,327$5,845,946dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM31,942$5,629,139dollars as filed
KKR & CO INC48251W104COM42,277$5,624,109dollars as filed
RLI CORP COM749607107Stock72,618$5,244,472dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK6,242$5,002,276dollars as filed
Apple Inc037833100COM24,042$4,932,697dollars as filed
Deere & Company244199105COM9,212$4,684,210dollars as filed
Intuit Inc.461202103COM5,425$4,272,893dollars as filed
Texas Instruments Incorporated882508104COM20,382$4,231,711dollars as filed
PULTE GROUP INC COM745867101Stock39,796$4,196,886dollars as filed
CUMMINS INC COM231021106Stock10,551$3,455,453dollars as filed
Adobe Inc00724F101COM8,506$3,290,801dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock10,160$3,130,804dollars as filed
STEEL DYNAMICS INC COM858119100Stock22,199$2,841,694dollars as filed
Visa Inc92826C839COM6,826$2,423,571dollars as filed
NOVO-NORDISK A S ADR670100205ADR31,125$2,148,248dollars as filed
S&P Global,Inc.78409V104COM3,950$2,082,796dollars as filed
Applied Materials,Inc.038222105COM10,461$1,915,095dollars as filed
Lam Research Corporation512807306COM10,614$1,033,167dollars as filed
Eli Lilly and Company532457108COM1,325$1,032,877dollars as filed
KLA CORP482480100COM1,140$1,021,144dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,524$946,252dollars as filed
Berkshire Hathaway Inc084670702COM1,941$942,880dollars as filed
Merck & Co.,Inc.58933Y105COM11,441$905,670dollars as filed
FAIR ISAAC CORP COM303250104Stock386$705,593dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock4,179$678,252dollars as filed
Salesforce.com, Inc79466L302COM2,484$677,362dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock1,185$671,705dollars as filed
JPMorgan Chase & Co46625H100COM2,016$584,459dollars as filed
Costco Wholesale Corporation22160K105COM370$366,278dollars as filed
General Electric Company369604301COM1,336$343,873dollars as filed
Netflix, Inc64110L106COM252$337,461dollars as filed
WW GRAINGER INC COM384802104Stock311$323,515dollars as filed
Cisco Systems,Inc.17275R102COM3,856$267,529dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock200$87,482dollars as filed
NVR INC COM62944T105Stock5$36,928dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001493152-25-011980this filing2025-08-14acceptance time not in the bulk data set