Toni Martucci
Karani Asset Management Llc
Assets Managed
$122.105M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-0.02%(2Q avg: -1.24%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Karani Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.
Assets under management
The assets under management (AUM) of Karani Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.105M in assets, with a quarterly growth rate of -0.02% and a 2-quarter average growth rate of -1.24%. The portfolio is managed by Toni Martucci, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 8.95% | $10.926M 62,650 shares@ $174.4 avg price | Increased 37.58% |
AAPL Apple Inc
| 8.64% | $10.548M 41,560 shares@ $253.79 avg price | Increased 55.57% |
GOOGL Alphabet Inc-cl A
| 7.11% | $8.678M 30,178 shares@ $287.57 avg price | Increased 1.62% |
SPY Spdr S&p 500 Etf Trust
| 6.45% | $7.869M↓ Put 12,100 shares@ $650.34 avg price | Increased 1.69% |
MSFT Microsoft Corp
| 6.42% | $7.831M 21,154 shares@ $370.17 avg price | Increased 56.59% |
ASML Asml Holding Nv-ny Reg Shs
| 4.39% | $5.351M 4,051 shares@ $1320.83 avg price | Decreased -49.08% |
RLI Rli Corp
| 3.7% | $4.509M 79,058 shares@ $57.04 avg price | Decreased -19.68% |
MA Mastercard Inc - A
| 3.56% | $4.343M 8,692 shares@ $499.67 avg price | Decreased -23.88% |
STLD Steel Dynamics Inc
| 3.41% | $4.159M 23,104 shares@ $180.0 avg price | Decreased -10.55% |
SPGI S&p Global Inc
| 3.33% | $4.06M 9,546 shares@ $425.35 avg price | Decreased -23.83% |
1-10 of 54