Karani Asset Management LLC

NEW YORK, NY · CIK 1792430 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$150.9m
Staff4 · 3 in investment roles
Main clients (by assets)Charities 54%, High net worth individuals 30%, Companies 10%
Form ADV · 2026-03-26SEC adviser record

Legal entityKARANI ASSET MANAGEMENT LLC (US)

Kindinstitutions
Others nearbyNew York, NY

$137.7m reported value +20.6% vs Q1 2026

56positions

54.1%in top 10

9 new 20 added 24 reduced 6 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($970.8k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	65,153	$13.0m9.46%	9.46%	Added +2.5k	+2,503 4.0%
2	APPLE INC COM AAPL	AAPL	43,229	$12.5m9.08%	9.08%	Added +1.7k	+1,669 4.0%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	31,100	$11.1m8.07%	8.07%	Added +922	+922 3.1%
4	MICROSOFT CORP COM MSFT	MSFT	21,877	$8.2m5.92%	5.92%	Added +723	+723 3.4%
5	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,214	$6.4m4.64%	4.64%	Reduced -837	-837 -20.7%
6	APPLIED MATLS INC COM AMAT	AMAT	7,451	$5.4m3.91%	3.91%	Reduced -2.0k	-1,971 -20.9%
7	CUMMINS INC COM CMI	CMI	6,747	$4.8m3.49%	3.49%	Reduced -522	-522 -7.2%
8	MASTERCARD INCORPORATED CL A MA	MA	8,839	$4.5m3.30%	3.30%	Added +147	+147 1.7%
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,755	$4.5m3.27%	3.27%	Added +634	+634 8.9%
10	STEEL DYNAMICS INC COM STLD	STLD	17,764	$4.1m2.96%	2.96%	Reduced -5.3k	-5,340 -23.1%
11	AMERICAN EXPRESS CO COM AXP	AXP	12,023	$4.1m2.95%	2.95%	Reduced -70	-70 -0.6%
12	LAM RESEARCH CORP COM NEW LRCX	LRCX	9,330	$4.0m2.94%	2.94%	Reduced -159	-159 -1.7%
13	RLI CORP COM RLI	RLI	68,106	$4.0m2.92%	2.92%	Reduced -11.0k	-10,952 -13.8%
14	DEERE & CO COM DE	DE	6,216	$3.9m2.86%	2.86%	Reduced -394	-394 -6.0%
15	JPMORGAN CHASE & CO COM JPM	JPM	11,048	$3.6m2.63%	2.63%	Added +944	+944 9.3%
16	S&P GLOBAL INC COM SPGI	SPGI	8,769	$3.6m2.59%	2.59%	Reduced -777	-777 -8.1%
17	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	15,470	$3.4m2.43%	2.43%	Reduced -3.9k	-3,891 -20.1%
18	ANALOG DEVICES INC COM ADI	ADI	5,839	$2.3m1.68%	1.68%	Added +1.0k	+1,007 20.8%
19	KLA CORP COM NEW KLAC	KLAC	7,560	$2.3m1.66%	1.66%	Reduced -3.0k	-3,040 -28.7%
20	TEXAS INSTRS INC COM TXN	TXN	7,360	$2.2m1.59%	1.59%	Reduced -1.5k	-1,536 -17.3%
21	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	5,703	$2.1m1.55%	1.55%	Added +1.2k	+1,190 26.4%
22	CATERPILLAR INC COM CAT	CAT	1,986	$2.1m1.54%	1.54%	Added +254	+254 14.7%
23	INTUIT COM INTU	INTU	7,490	$2.0m1.42%	1.42%	Added +637	+637 9.3%
24	GE AEROSPACE COM NEW GE	GE	4,306	$1.6m1.17%	1.17%	Unchanged
25	SYNOPSYS INC COM SNPS	SNPS	3,213	$1.4m1.04%	1.04%	Added +144	+144 4.7%
26	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	3,219	$1.3m0.97%	0.97%	Added +2.3k	+2,291 246.9%
27	STRYKER CORPORATION COM SYK	SYK	4,235	$1.3m0.97%	0.97%	Added +3.0k	+2,988 239.6%
28	ELI LILLY & CO COM LLY	LLY	1,028	$1.2m0.90%	0.90%	Reduced -2	-2 -0.2%
29	SERVICENOW INC COM NOW	NOW	11,915	$1.2m0.86%	0.86%	Added +8.1k	+8,111 213.2%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	1,527	$1.1m0.83%	0.83%	Unchanged
31	GE VERNOVA INC COM GEV	GEV	960	$1.1m0.82%	0.82%	Added +236	+236 32.6%
32	MERCK & CO INC COM MRK	MRK	7,836	$1.0m0.73%	0.73%	Unchanged
33	PROCTER AND GAMBLE CO COM PG	PG	6,820	$1.0m0.73%	0.73%	Added +2.4k	+2,402 54.4%
34	TRAVELERS COMPANIES INC COM TRV	TRV	2,240	$739.5k0.54%	0.54%	Added +807	+807 56.3%
35	CISCO SYS INC COM CSCO	CSCO	6,208	$729.2k0.53%	0.53%	Reduced -2.3k	-2,292 -27.0%
36	BOSTON SCIENTIFIC CORP COM BSX	BSX	17,028	$726.8k0.53%	0.53%	Added +4.9k	+4,882 40.2%
37	SALESFORCE INC COM CRM	CRM	4,523	$708.6k0.51%	0.51%	Added +44	+44 1.0%
38	DELTA AIR LINES INC DEL COM NEW DAL	DAL	7,233	$677.4k0.49%	0.49%	Reduced -4.5k	-4,535 -38.5%
39	MORGAN STANLEY COM NEW MS	MS	2,888	$603.7k0.44%	0.44%	New
40	PROGRESSIVE CORP COM PGR	PGR	2,643	$577.4k0.42%	0.42%	New
41	MARRIOTT INTL INC NEW CL A MAR	MAR	1,452	$538.1k0.39%	0.39%	New
42	JOHNSON & JOHNSON COM JNJ	JNJ	2,115	$537.1k0.39%	0.39%	Reduced -4	-4 -0.2%
43	GRAINGER W W INC COM GWW	GWW	391	$531.9k0.39%	0.39%	New
44	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	1,606	$530.7k0.39%	0.39%	New
45	NOVO-NORDISK A S ADR NVO	NVO	9,709	$465.4k0.34%	0.34%	Reduced -1	-1 -0.0%
46	ROPER TECHNOLOGIES INC COM ROP	ROP	1,300	$439.9k0.32%	0.32%	Reduced -437	-437 -25.2%
47	EATON CORP PLC SHS ETN	ETN	987	$420.6k0.31%	0.31%	New
48	AUTODESK INC COM ADSK	ADSK	2,019	$392.5k0.28%	0.28%	Reduced -795	-795 -28.2%
49	BAKER HUGHES COMPANY CL A BKR	BKR	6,926	$384.4k0.28%	0.28%	Reduced -2.5k	-2,494 -26.5%
50	UNITED RENTALS INC COM URI	URI	326	$369.3k0.27%	0.27%	New
51	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,259	$353.8k0.26%	0.26%	New
52	COLGATE PALMOLIVE CO COM CL	CL	3,762	$344.9k0.25%	0.25%	Reduced -954	-954 -20.2%
53	SCHLUMBERGER LTD COM STK SLB	SLB	7,280	$338.4k0.25%	0.25%	Reduced -2.4k	-2,448 -25.2%
54	FACTSET RESH SYS INC COM FDS	FDS	1,237	$284.6k0.21%	0.21%	Reduced -530	-530 -30.0%
55	ADOBE INC COM ADBE	ADBE	1,296	$265.7k0.19%	0.19%	Reduced -437	-437 -25.2%
56	BOOKING HOLDINGS INC COM BKNG	BKNG	1,266	$225.7k0.16%	0.16%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HENRY JACK & ASSOC INC JKHY	JKHY	14,393	$2.3m14.4k shares
NIKE INC NKE	NKE	6,705	$354.2k6.7k shares
LULULEMON ATHLETICA INC LULU	LULU	2,294	$351.2k2.3k shares
TRANE TECHNOLOGIES PLC TT	TT	200	$83.3k200 shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	541	$38.5k541 shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	14	$6.7k14 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	1,300	$970.8k1.3k shares	Reduced