account_balance
Investment manager · 13F filer · SEC CIK 1792430
Karani Asset Management LLC
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Reported value$138Mas of Jun 30, 2026
Positions56 9 new, 6 sold out
Top 10 weight54.1%NVDA alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.5%Added +4%
AAPLApple Inc.
9.1%Added +4%
GOOGLAlphabet Inc.
8.1%Added +3%
MSFTMicrosoft Corp
5.9%Added +3%
ASMLASML Holding NV
4.6%Trimmed −21%
AMATApplied Materials Inc
3.9%Trimmed −21%
CMICummins Inc
3.5%Trimmed −7%
MAMastercard Inc
3.3%
AMDAdvanced Micro Devices Inc
3.3%Added +9%
STLDSteel Dynamics Inc
3.0%−23%
AXPAmerican Express Co
3.0%
LRCXLam Research Corp
2.9%
NVDANVIDIA Corp
9.5%Added +4%
AAPLApple Inc.
9.1%Added +4%
GOOGLAlphabet Inc.
8.1%
MSFTMicrosoft Corp
5.9%
ASMLASML Holding NV
4.6%−21%
AMATApplied Materials Inc
3.9%
CMI3.5%MA3.3%AMD3.3%STLDAXP3.0%LRCX2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.5% Added +4%AAPL Apple Inc. 9.1% Added +4%GOOGL Alphabet Inc. 8.1% Added +3%MSFT Microsoft Corp 5.9% Added +3%ASML ASML Holding NV 4.6% Trimmed −21%AMAT Applied Materials Inc 3.9% Trimmed −21%CMI Cummins Inc 3.5% Trimmed −7%MA Mastercard Inc 3.3% HeldAMD Advanced Micro Devices Inc 3.3% Added +9%STLD Steel Dynamics Inc 3.0% Trimmed −23%AXP American Express Co 3.0% HeldLRCX Lam Research Corp 2.9% Held
What changed
Biggest moves since Mar 31, 2026
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