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Karani Asset Management LLC
Karani Asset Management LLC is an independent investment adviser firm headquartered in New York, NY. Founded in Delaware, the firm manages assets for a range of clients including high net worth individuals and charitable organizations. As of early 2025, it employs four people, with a majority of investment-facing professionals, and oversees more than $130 million in assets under management.
Investment Strategy
The firm manages primarily discretionary portfolios for individuals and institutions, with a significant allocation to U.S. equities. Their 13F filings show holdings in top technology, financial, and industrial companies such as Nvidia, Mastercard, Microsoft, American Express, and Alphabet, indicating a focus on large-cap, growth-oriented, and diversified sector exposures. Clients served include high net worth individuals, charitable organizations, and select corporate entities.
Latest 13F Filing Activity
Karani Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 39 equity positions with a total 13F market value of $103M. The fund increased holdings in Nvidia Corporation, KKR & Co. Inc., Microsoft Corp. among other positions. Karani Asset Management LLC reduced exposure to Eog Res Inc., Procter and Gamble Co., NVR Inc. among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.44% | $8.7M | 55,120 | $138.21 | $157.99 | +$3.7M |
M MA | MASTERCARD INCORPORATED | 6.14% | $6.3M | 11,282 | $530.94 | $561.94 | +$920.0K |
M MSFT | MICROSOFT CORP | 6.08% | $6.3M | 12,617 | $431.02 | $497.41 | +$2.1M |
A AXP | AMERICAN EXPRESS CO | 5.66% | $5.8M | 18,327 | $299.89 | $318.98 | +$1.6M |
| ALPHABET INC | 5.45% | $5.6M | 31,942 | $189.30 | $176.23 | +$500.5K |
Industry Allocation
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