Q2 2026 13F · SEC CIK 1792430

Karani Asset Management LLC

Institutional asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $137.7M
Reported positions: 56
Top holdings a year, 3 yrs: +24.6%
Assets under management: $150.9M

Karani Asset Management LLC is an institutional asset manager that reported 56 positions worth $137.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation (NVDA, 9.5%), Apple Inc (AAPL, 9.1%), Alphabet Inc (GOOGL, 8.1%). A portfolio copying its top holdings returned 24.6% a year over the last 3 years, against 20.0% for the S&P 500.

Karani Asset Management LLC holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Karani Asset Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.5%	9.6%	65,153	+4.0%	$13.0M
AAPLApple Inc	9.1%	9.2%	43,229	+4.0%	$12.5M
GOOGLAlphabet Inc	8.1%	7.6%	31,100	+3.1%	$11.1M
MSFTMicrosoft Corp	5.9%	6.9%	21,877	+3.4%	$8.2M
ASMLAsml Hldg NV	4.6%	4.7%	3,214	-20.7%	$6.4M
AMATApplied Matls Inc	3.9%	2.8%	7,451	-20.9%	$5.4M
CMICummins Inc	3.5%	3.4%	6,747	-7.2%	$4.8M
MAMastercard Incorporated	3.3%	3.8%	8,839	+1.7%	$4.5M
AMDAdvanced Micro Devices Inc	3.3%	1.3%	7,755	+8.9%	$4.5M
STLDSteel Dynamics Inc	3.0%	3.6%	17,764	-23.1%	$4.1M
AXPAmerican Express Co	3.0%	3.2%	12,023	-0.6%	$4.1M
LRCXLam Research Corp	2.9%	1.8%	9,330	-1.7%	$4.0M
RLIRli Corp	2.9%	3.9%	68,106	-13.9%	$4.0M
DEDeere & Co	2.9%	3.3%	6,216	-6.0%	$3.9M
JPMJpmorgan Chase & Co	2.6%	2.6%	11,048	+9.3%	$3.6M
SPGIS&p Global Inc	2.6%	3.6%	8,769	-8.1%	$3.6M
ODFLOld Dominion Freight Line in	2.4%	3.3%	15,470	-20.1%	$3.4M
ADIAnalog Devices Inc	1.7%	1.3%	5,839	+20.8%	$2.3M
KLACKla Corp	1.7%	1.4%	7,560	+613.2%	$2.3M
TXNTexas Instrs Inc	1.6%	1.5%	7,360	-17.3%	$2.2M
CDNSCadence Design System Inc	1.6%	1.1%	5,703	+26.4%	$2.1M
CATCaterpillar Inc	1.5%	1.1%	1,986	+14.7%	$2.1M
INTUIntuit	1.4%	2.6%	7,490	+9.3%	$2.0M
GEGe Aerospace	1.2%	1.1%	4,306	+0.0%	$1.6M
SNPSSynopsys Inc	1.0%	1.1%	3,213	+4.7%	$1.4M
MSIMotorola Solutions Inc	1.0%	0.4%	3,219	+246.9%	$1.3M
SYKStryker Corporation	1.0%	0.4%	4,235	+239.6%	$1.3M
LLYEli Lilly & Co	0.9%	0.8%	1,028	-0.2%	$1.2M
NOWServicenow Inc	0.9%	0.3%	11,915	+213.2%	$1.2M
IVVIshares Tr	0.8%	0.9%	1,527	+0.0%	$1.1M
GEVGe Vernova Inc	0.8%	0.6%	960	+32.6%	$1.1M
MRKMerck & Co Inc	0.7%	0.8%	7,836	+0.0%	$1.0M
PGProcter & Gamble Co	0.7%	0.6%	6,820	+54.4%	$1.0M
TRVTravelers Companies Inc	0.5%	0.4%	2,240	+56.3%	$739K
CSCOCisco Sys Inc	0.5%	0.6%	6,208	-27.0%	$729K
BSXBoston Scientific Corp	0.5%	0.7%	17,028	+40.2%	$727K
CRMSalesforce Inc	0.5%	0.7%	4,523	+1.0%	$709K
DALDelta Air Lines Inc	0.5%	0.7%	7,233	-38.5%	$677K
MSMorgan Stanley	0.4%	—	2,888	—	$604K
PGRProgressive Corp	0.4%	—	2,643	—	$577K
MARMarriott Intl Inc New	0.4%	—	1,452	—	$538K
JNJJohnson & Johnson	0.4%	0.5%	2,115	-0.2%	$537K
GWWWw Grainger Inc	0.4%	—	391	—	$532K
HLTHilton Worldwide Hldgs Inc	0.4%	—	1,606	—	$531K
NVONovo-Nordisk A S	0.3%	0.3%	9,709	-0.0%	$465K
ROPRoper Technologies Inc	0.3%	0.5%	1,300	-25.2%	$440K
ETNEaton Corp PLC	0.3%	—	987	—	$421K
ADSKAutodesk Inc	0.3%	0.6%	2,019	-28.3%	$393K
BKRBaker Hughes Company Cl A	0.3%	0.5%	6,926	-26.5%	$384K
URIUnited Rentals Inc	0.3%	—	326	—	$369K

What Karani Asset Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+613.2% shares
MSI Motorola Solutions Inc+246.9% shares
SYK Stryker Corporation+239.6% shares
NOW Servicenow Inc+213.2% shares
TRV Travelers Companies Inc+56.3% shares
PG Procter & Gamble Co+54.4% shares
BSX Boston Scientific Corp+40.2% shares
GEV Ge Vernova Inc+32.6% shares

Reduced

DAL Delta Air Lines Inc-38.5% shares
ADSK Autodesk Inc-28.3% shares
CSCO Cisco Sys Inc-27.0% shares
BKR Baker Hughes Company Cl A-26.5% shares
ROP Roper Technologies Inc-25.2% shares
STLD Steel Dynamics Inc-23.1% shares
AMAT Applied Matls Inc-20.9% shares
ASML Asml Hldg NV-20.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.0% /yr; S&P 500 +20.1%
3 years: +24.6% /yr; S&P 500 +20.0%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$137.7M	56
Q1 2026	$114.2M	53
Q4 2025	$114.0M	35
Q3 2025	$117.1M	36
Q2 2025	$103.2M	39
Q1 2025	$94.5M	41
Q4 2024	$107.2M	28
Q3 2023	$69.4M	35
Q2 2023	$99.1M	32
Q1 2023	$94.4M	36
Q4 2022	$85.8M	37
Q3 2022	$98.6M	41

Questions about Karani Asset Management LLC's portfolio

What stocks does Karani Asset Management LLC own?

Karani Asset Management LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 56 positions worth $137.7M. The largest are Nvidia Corporation (NVDA) at 9.5%, Apple Inc (AAPL) at 9.1%, Alphabet Inc (GOOGL) at 8.1%, Microsoft Corp (MSFT) at 5.9% and Asml Hldg NV (ASML) at 4.6%.

What did Karani Asset Management LLC buy last quarter?

In Q2 2026, Karani Asset Management LLC added Kla Corp (KLAC) (+613.2% shares), Motorola Solutions Inc (MSI) (+246.9% shares) and Stryker Corporation (SYK) (+239.6% shares), compared with its Q1 2026 filing.

What did Karani Asset Management LLC sell last quarter?

In Q2 2026, Karani Asset Management LLC cut from its top 50 Henry Jack & Assoc Inc Com (JKHY), cut from its top 50 Slb Limited (SLB), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Colgate Palmolive Co (CL), cut from its top 50 Factset Resh Sys Inc (FDS), Delta Air Lines Inc (DAL) (-38.5% shares), Autodesk Inc (ADSK) (-28.3% shares) and Cisco Sys Inc (CSCO) (-27.0% shares), compared with its Q1 2026 filing.

How has Karani Asset Management LLC's portfolio performed?

A portfolio copying Karani Asset Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.6% a year over the last 3 years, against +20.0% for the S&P 500. Over 1 year: +26.0% against +20.1%.

When is Karani Asset Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Karani Asset Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Karani Asset Management LLC manage?

Karani Asset Management LLC reported $150.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $137.7M.