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| Happy Holidays!! thanks for using AUM13F!! |
| Karani Asset Management LLC
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| CRD # | 297922 |
| SEC # | 801-113904 |
| CIK # | 0001792430 |
| AUM | $130.3 M (2025-02-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 646-593-7450 |
| Address | 250 West 55th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001792430 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.7 | ||
| Mastercard Inc | 6.3 | ||
| Microsoft Corp | 6.3 | ||
| American Express Co | 5.8 | ||
| Alphabet Inc | 5.6 | ||
| KKR & Co LP | 5.6 | ||
| RLI Corp | 5.2 | ||
| ASML Holding NV | 5.0 | ||
| Apple Inc | 4.9 | ||
| Deere & Co | 4.7 | ||
| Intuit Inc | 4.3 | ||
| Texas Instruments Inc | 4.2 | ||
| PulteGroup Inc/MI/ | 4.2 | ||
| Cummins Inc | 3.5 | ||
| Adobe Systems Inc | 3.3 | ||
| Cadence Design Systems Inc | 3.1 | ||
| Steel Dynamics Inc | 2.8 | ||
| VISA Inc | 2.4 | ||
| Novo Nordisk A S | 2.1 | ||
| McGraw-hill Companies Inc | 2.1 | ||
| Applied Materials Inc /DE | 1.9 | ||
| Lam Research Corp | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| KLA Tencor Corp | 1.0 | ||
| Merck & Co Inc | 0.9 | ||
| Fair Isaac Corp | 0.7 | ||
| Old Dominion Freight Line Inc/VA | 0.7 | ||
| Salesforce Com Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 2.3 |
| (b) Individuals (high net worth individuals) | 20 | 43.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 64.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 13.9 |
| (n) Other | 1 | 6.3 |
| Total | 39 | 130.3 |
| By Discretionary | ||
| Discretionary | 39 | 130.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 130.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.3 | |
| Total | 39 | 130.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001792430] |
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|---|---|---|
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Indfin LLC
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0.1 | |
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Polaris Financial Planning LLC
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0.1 | |
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Veritas Independent Partners LLC
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AR | 0.1 |
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Retirable Inc
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NY | 0.1 |
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Integrity RIA LLC
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LA | 0.1 |
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Jack V Butterfield Investment Company
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MI | 0.1 |
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Lewinter Wealth Advisors LLC
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0.1 | |
|
Medicus Wealth Planning Inc
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UT | 0.1 |
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Monson Wealth Management Inc
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WA | 0.1 |
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Concord Atlantic Inc
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0.1 |