Karani Asset Management LLC
Karani Asset Management LLC reported 57 positions worth $138.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $13.0M | 9.40% | 65,153 | — | — | |
| ▸ 2 | AAPL | SH | $12.5M | 9.02% | 43,229 | — | — | |
| ▸ 3 | GOOGL | SH | $11.1M | 8.01% | 31,100 | — | — | |
| ▸ 4 | MSFT | SH | $8.2M | 5.88% | 21,877 | — | — | |
| ▸ 5 | ASML | SH | $6.4M | 4.61% | 3,214 | — | — | |
| ▸ 6 | AMAT | SH | $5.4M | 3.88% | 7,451 | — | — | |
| ▸ 7 | CMI | SH | $4.8M | 3.47% | 6,747 | — | — | |
| ▸ 8 | MA | SH | $4.5M | 3.27% | 8,839 | — | — | |
| ▸ 9 | AMD | SH | $4.5M | 3.25% | 7,755 | — | — | |
| ▸ 10 | STLD | SH | $4.1M | 2.94% | 17,764 | — | — |
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Frequently Asked Questions
What stocks does Karani Asset Management LLC hold as of Q2 2026?
Karani Asset Management LLC reported 57 positions worth $138.7M in its Q2 2026 13F filing. Largest positions: NVDA (9.4%), AAPL (9.0%), GOOGL (8.0%), MSFT (5.9%) and ASML (4.6%).
What did Karani Asset Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Karani Asset Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.