CASTLEARK MANAGEMENT LLC Q1 2023 Filing

Filed May 16, 2023

Portfolio Value

$2.0T

Holdings

272

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
201
GOOGALPHABET INC
7,000$728.0M0.04%
202
BABOEING CO
3,400$722.3M0.04%
203
OKEONEOK INC NEW
11,365$722.1M0.04%
204
HDHOME DEPOT INC
2,300$678.8M0.03%
205
SEDGSOLAREDGE TECHNOLOGIES INC
2,170$659.6M0.03%
206
CMECME GROUP INC
3,400$651.2M0.03%
207
BEKEKE HLDGS INC
34,460$649.2M0.03%
208
GLOBGLOBANT S A
3,840$629.8M0.03%
209
DTDYNATRACE INC
14,500$613.4M0.03%
210
CATCATERPILLAR INC
2,590$592.7M0.03%
211
SPLKCHFSPLUNK INC
6,100$584.9M0.03%
212
PDDPDD HOLDINGS INC
7,590$576.1M0.03%
213
T7DTRANSDIGM GROUP INC
770$567.5M0.03%
214
PGPROCTER AND GAMBLE CO
3,800$565.0M0.03%
215
LPLALPL FINL HLDGS INC
2,645$535.3M0.03%
216
ALBALBEMARLE CORP
2,410$532.7M0.03%
217
CMICUMMINS INC
2,180$520.8M0.03%
218
TERTERADYNE INC
4,790$515.0M0.03%
219
ICLRICON PLC
2,410$514.8M0.03%
220
OKTAOKTA INC
5,960$514.0M0.03%
221
TSTENARIS S A
17,710$503.3M0.02%
222
SCHWSCHWAB CHARLES CORP
9,360$490.3M0.02%
223
SBUXSTARBUCKS CORP
4,620$481.1M0.02%
224
WMBWILLIAMS COS INC
14,890$444.6M0.02%
225
GILDGILEAD SCIENCES INC
5,332$442.4M0.02%
226
AXPAMERICAN EXPRESS CO
2,675$441.2M0.02%
227
DTMDT MIDSTREAM INC
8,720$430.5M0.02%
228
SUNSUNOCO LP/SUNOCO FIN CORP
9,790$429.7M0.02%
229
PCARPACCAR INC
5,774$422.7M0.02%
230
TANINVESCO EXCH TRADED FD TR II
5,320$413.0M0.02%
231
BHPBHP GROUP LTD
6,480$410.9M0.02%
232
FANFIRST TR EXCHANGE-TRADED FD
21,932$391.7M0.02%
233
RIORIO TINTO PLC
5,570$382.1M0.02%
234
LBRTLIBERTY ENERGY INC
29,590$379.0M0.02%
235
HESMHESS MIDSTREAM LP
12,595$364.5M0.02%
236
CITCINTAS CORP
740$342.4M0.02%
237
ENBENBRIDGE INC
7,910$301.8M0.01%
238
BWABORGWARNER INC
5,574$273.7M0.01%
239
PFEPFIZER INC
6,500$265.2M0.01%
240
DARDARLING INGREDIENTS INC
4,350$254.0M0.01%
241
GNTXGENTEX CORP
8,620$241.6M0.01%
242
NEENEXTERA ENERGY INC
3,130$241.3M0.01%
243
RUNSUNRUN INC
11,790$237.6M0.01%
244
VRTXVERTEX PHARMACEUTICALS INC
730$230.0M0.01%
245
FDXFEDEX CORP
1,000$228.5M0.01%
246
FISVFISERV INC
2,000$226.1M0.01%
247
KOCOCA COLA CO
3,397$210.7M0.01%
248
AYATLANTICA SUSTAINABLE INFR P
6,820$201.6M0.01%
249
ITWILLINOIS TOOL WKS INC
770$187.5M0.01%
250
FASTFASTENAL CO
3,460$186.6M0.01%
251
TRVCCITIGROUP INC
3,844$180.2M0.01%
252
BLDPBALLARD PWR SYS INC NEW
29,790$165.9M0.01%
253
METAMETA PLATFORMS INC
609$129.1M0.01%
254
IWOISHARES TR
500$113.4M0.01%
255
TRMBTRIMBLE INC
2,160$113.2M0.01%
256
SHLSSHOALS TECHNOLOGIES GROUP IN
4,280$97.5M0.00%
257
MOG/AMOOG INC
860$86.6M0.00%
258
NFENEW FORTRESS ENERGY INC
2,925$86.1M0.00%
259
INTCINTEL CORP
2,200$71.9M0.00%
260
MCHPMICROCHIP TECHNOLOGY INC.
720$60.3M0.00%
261
WOPWOODSIDE ENERGY GROUP LTD
2,341$52.5M0.00%
262
LUVSOUTHWEST AIRLS CO
1,560$50.8M0.00%
263
RPMRPM INTL INC
580$50.6M0.00%
264
PRAAPRA GROUP INC
1,150$44.8M0.00%
265
PAYXPAYCHEX INC
360$41.3M0.00%
266
MDTMEDTRONIC PLC
480$38.7M0.00%
267
SRCLSTERICYCLE INC
770$33.6M0.00%
268
SEESEALED AIR CORP NEW
720$33.1M0.00%
269
FFIVF5 INC
140$20.4M0.00%
270
UAAUNDER ARMOUR INC
1,340$12.7M0.00%
271
UAUNDER ARMOUR INC
1,349$11.5M0.00%
272
WKHSEURWORKHORSE GROUP INC
7,540$10.0M0.00%
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