13F-HR filed by Karani Asset Management LLC
Karani Asset Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 57 holding rows worth $138,715,666.
- Accession
- 0001493152-26-038313
- Filer
- CIK 1792430
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 57 entries on the cover page, a total value of $138,715,666 stated on the cover page (in dollars after the unit check, H1), rows summing to $138,715,666 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 65,153 | $13,036,464 | dollars as filed | |
| Apple Inc | 037833100 | COM | 43,229 | $12,508,743 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 31,100 | $11,114,207 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 21,877 | $8,160,559 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 3,214 | $6,394,060 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 7,451 | $5,387,073 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 6,747 | $4,812,028 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 8,839 | $4,539,710 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 7,755 | $4,504,957 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 17,764 | $4,076,127 | dollars as filed | |
| American Express Company | 025816109 | COM | 12,023 | $4,066,780 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 9,330 | $4,042,969 | dollars as filed | |
| RLI CORP COM | 749607107 | Stock | 68,106 | $4,023,021 | dollars as filed | |
| Deere & Company | 244199105 | COM | 6,216 | $3,942,995 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 11,048 | $3,616,342 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 8,769 | $3,571,263 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 15,470 | $3,350,802 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 5,839 | $2,319,076 | dollars as filed | |
| KLA CORP | 482480100 | COM | 7,560 | $2,280,928 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 7,360 | $2,193,795 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 5,703 | $2,140,450 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,986 | $2,114,891 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 7,490 | $1,954,890 | dollars as filed | |
| General Electric Company | 369604301 | COM | 4,306 | $1,609,281 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 3,213 | $1,433,223 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 3,219 | $1,336,819 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 4,235 | $1,333,347 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,028 | $1,233,014 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 11,915 | $1,182,921 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,527 | $1,143,555 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 960 | $1,127,866 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 7,836 | $1,006,926 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,820 | $1,000,085 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,300 | $970,801 | dollars as filed | put |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 2,240 | $739,469 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,208 | $729,192 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 17,028 | $726,755 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 4,523 | $708,573 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 7,233 | $677,443 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,888 | $603,708 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 2,643 | $577,363 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,452 | $538,097 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,115 | $537,147 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 391 | $531,916 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 1,606 | $530,719 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 9,709 | $465,449 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 1,300 | $439,907 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 987 | $420,580 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 2,019 | $392,534 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 6,926 | $384,393 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 326 | $369,322 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 1,259 | $353,817 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 3,762 | $344,900 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 7,280 | $338,447 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 1,237 | $284,609 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,296 | $265,706 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,266 | $225,652 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001493152-26-038313 | this filing | 2026-08-14 | acceptance time not in the bulk data set |