Karani Asset Management LLC - Q1 2023 holdings

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$94.4 Million is the total value of Karani Asset Management LLC's 36 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
NVR  NVR INC$3,031,271
+20.8%
5440.0%3.21%
+9.7%
NOW  SERVICENOW INC$586,941
+19.7%
1,2630.0%0.62%
+8.7%
GOOGL  ALPHABET INCcap stk cl a$582,444
+17.6%
5,6150.0%0.62%
+6.7%
MDB  MONGODB INCcl a$580,236
+18.4%
2,4890.0%0.62%
+7.7%
SPT  SPROUT SOCIAL INC$535,683
+7.8%
8,7990.0%0.57%
-2.1%
SNOW  SNOWFLAKE INCcl a$527,826
+7.5%
3,4210.0%0.56%
-2.3%
ABNB  AIRBNB INC$449,706
+45.5%
3,6150.0%0.48%
+32.2%
BOX  BOX INCcl a$369,139
-13.9%
13,7790.0%0.39%
-21.8%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
HUBSPOT INC16Q3 20239.0%
REGENERON PHARMACEUTICALS16Q3 20236.9%
DEERE & CO16Q3 20235.9%
ADOBE SYSTEMS INCORPORATED16Q3 20235.6%
NVIDIA CORPORATION16Q3 20238.0%
INTUIT16Q3 20235.2%
NOVO-NORDISK A S16Q3 20234.8%
MICROSOFT CORP16Q3 20234.0%
ALPHABET INC16Q3 20232.6%
COSTCO WHSL CORP NEW15Q3 20236.4%

View Karani Asset Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR/A2022-11-23
13F-HR/A2022-11-23
13F-HR/A2022-11-23
13F-HR/A2022-11-23
13F-HR/A2022-11-23
13F-HR/A2022-11-23

View Karani Asset Management LLC's complete filings history.

All filings

View complete filings history.

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