Sign in

Karani Asset Management LLC

CIK:0001792430
Investment Adviser
$130M AUM
39 holdings
New York, NY, US
Founded:2019
4 employees
Latest filing:Jun 30, 2025

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.

Top Buys
N
NVDANVIDIA CORPORATION
+$3.7M
K
KKRKKR & CO INC
+$3.3M
M
MSFTMICROSOFT CORP
+$2.1M
P
PHMPULTE GROUP INC
+$1.8M
A
ASMLASML HOLDING N V
+$1.7M
Top Sells
E
EOGEOG RES INC
-$3.7M
P
PGPROCTER AND GAMBLE CO
-$2.4M
N
NVRNVR INC
-$2.0M
R
RLIRLI CORP
-$1.2M
D
DEDEERE & CO
-$1.1M

Top Holdings

N
NVDANVIDIA CORPORATION
+8.4%$8.7M
M
MAMASTERCARD INCORPORATED
+6.1%$6.3M
M
MSFTMICROSOFT CORP
+6.1%$6.3M
A
AXPAMERICAN EXPRESS CO
+5.7%$5.8M
G
GOOGLALPHABET INC
+5.5%$5.6M

Equity Positions (39)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION8.44%$8.7M55,120$138.21$157.99+$3.7M
M
MA
MASTERCARD INCORPORATED6.14%$6.3M11,282$530.94$561.94+$920.0K
M
MSFT
MICROSOFT CORP6.08%$6.3M12,617$431.02$497.41+$2.1M
A
AXP
AMERICAN EXPRESS CO5.66%$5.8M18,327$299.89$318.98+$1.6M
G
GOOGL
ALPHABET INC5.45%$5.6M31,942$189.30$176.23+$500.5K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+17.1%
SEMICONDUCTORS & RELATED DEVICES
+14.4%
SERVICES-BUSINESS SERVICES, NEC
+9.2%
FIRE, MARINE & CASUALTY INSURANCE
+6.0%
SPECIAL INDUSTRY MACHINERY, NEC
+5.8%