Karani Asset Management LLC: 13F holdings
CIK 17924302026Q2
| Positions | 57 |
|---|---|
| Reported value | $138.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 65,153 | $13.0m | 9.4% |
| AAPL APPLE INC | 43,229 | $12.5m | 9.0% |
| GOOGL ALPHABET INC | 31,100 | $11.1m | 8.0% |
| MSFT MICROSOFT CORP | 21,877 | $8.2m | 5.9% |
| ASML HLDG NV | 3,214 | $6.4m | 4.6% |
| AMAT APPLIED MATLS INC | 7,451 | $5.4m | 3.9% |
| CMI CUMMINS INC | 6,747 | $4.8m | 3.5% |
| MA MASTERCARD INCORPORATED | 8,839 | $4.5m | 3.3% |
| AMD ADVANCED MICRO DEVICES INC | 7,755 | $4.5m | 3.2% |
| STLD STEEL DYNAMICS INC | 17,764 | $4.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1792430")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.