$129 Million is the total value of Karani Asset Management LLC's 58 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $3,953,000 | – | 26,690 | +100.0% | 3.06% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC DESIGN SYSTEMS | $768,000 | – | 8,008 | +100.0% | 0.60% | – |
| COUP | New | COUPA SOFTWARE INC | $174,000 | – | 628 | +100.0% | 0.14% | – |
| DOMO | New | DOMO INC | $167,000 | – | 5,179 | +100.0% | 0.13% | – |
| MDB | New | MONGODB INCcl a | $167,000 | – | 740 | +100.0% | 0.13% | – |
| SAIL | New | SAILPOINT TECHNOLOGIES HLDGS | $163,000 | – | 6,174 | +100.0% | 0.13% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $159,000 | – | 628 | +100.0% | 0.12% | – |
| YEXT | New | YEXT INC | $155,000 | – | 9,315 | +100.0% | 0.12% | – |
| HCAT | New | HEALTH CATALYST INC | $151,000 | – | 5,181 | +100.0% | 0.12% | – |
| WORK | New | SLACK TECHNOLOGIES INC | $148,000 | – | 4,748 | +100.0% | 0.12% | – |
| BFB | New | BROWN FORMAN CORPcl b | $144,000 | – | 2,264 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-11-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HUBSPOT INC | 16 | Q3 2023 | 9.0% |
| REGENERON PHARMACEUTICALS | 16 | Q3 2023 | 6.9% |
| DEERE & CO | 16 | Q3 2023 | 5.9% |
| ADOBE SYSTEMS INCORPORATED | 16 | Q3 2023 | 5.6% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 8.0% |
| INTUIT | 16 | Q3 2023 | 5.2% |
| NOVO-NORDISK A S | 16 | Q3 2023 | 4.8% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.0% |
| ALPHABET INC | 16 | Q3 2023 | 2.6% |
| COSTCO WHSL CORP NEW | 15 | Q3 2023 | 6.4% |
View Karani Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR/A | 2022-11-23 |
| 13F-HR/A | 2022-11-23 |
| 13F-HR/A | 2022-11-23 |
| 13F-HR/A | 2022-11-23 |
| 13F-HR/A | 2022-11-23 |
| 13F-HR/A | 2022-11-23 |
View Karani Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.