StockDriftsStockDriftsTop 50 Karani Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.56% | 62.6K | $10.9M | +37.57%(+17.11K) | $80.21(+180.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.23% | 41.6K | $10.5M | +55.57%(+14.85K) | $164.69(+82.29%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.6% | 30.2K | $8.7M | +1.61%(+479) | $163.43(+142.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.85% | 21.2K | $7.8M | +56.58%(+7.64K) | $376.34(+12.11%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.68% | 4.1K | $5.4M | -49.09%(-3.91K) | $788.80(+90.39%) | 2026-03-31 | |
| RLI | RLI CORP | 3.95% | 79.1K | $4.5M | -19.68%(-19.38K) | $64.23(-20.88%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.8% | 8.7K | $4.3M | -23.88%(-2.73K) | $517.55(-4.51%) | 2026-03-31 | |
| STLD | STEEL DYNAMICS INC | 3.64% | 23.1K | $4.2M | -10.55%(-2.73K) | $116.23(+97.32%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 3.55% | 9.5K | $4.1M | -23.83%(-2.99K) | $506.29(-20.37%) | 2026-03-31 | |
| CMI | CUMMINS INC | 3.42% | 7.3K | $3.9M | -6.70%(-522) | $334.83(+108.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.89% | +15.41% |
| Top 20 Holdings Unweighted | +5.33% | +16.85% |
Sign up free to track Karani Asset Management Llc, compare funds side by side, and get alerts the moment positions change.