CASTLEARK MANAGEMENT LLC Q2 2023 Filing

Filed August 16, 2023

Portfolio Value

$2.2T

Holdings

274

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (274 positions)

#StockSharesValue% PortfolioType
201
TSLATESLA INC
2,800$733.0M0.03%
202
HDHOME DEPOT INC
2,300$714.5M0.03%
203
0E41ENLINK MIDSTREAM LLC
65,900$698.5M0.03%
204
NSUSDNUSTAR ENERGY LP
40,650$696.7M0.03%
205
ICLRICON PLC
2,770$693.1M0.03%
206
BSYBENTLEY SYS INC
12,700$688.7M0.03%
207
T7DTRANSDIGM GROUP INC
770$688.5M0.03%
208
BIDUNBAIDU INC
4,960$679.1M0.03%
209
GELGENESIS ENERGY L P
68,690$656.0M0.03%
210
PBFPBF ENERGY INC
15,970$653.8M0.03%
211
WNSNWNS HLDGS LTD
8,730$643.6M0.03%
212
CMECME GROUP INC
3,400$630.0M0.03%
213
GLOBGLOBANT S A
3,430$616.4M0.03%
214
POOLPOOL CORP
1,590$595.7M0.03%
215
AMANTERO MIDSTREAM CORP
50,230$582.7M0.03%
216
PGPROCTER AND GAMBLE CO
3,800$576.6M0.03%
217
TERTERADYNE INC
4,790$533.3M0.02%
218
SCHWSCHWAB CHARLES CORP
9,360$530.5M0.02%
219
TSTENARIS S A
17,710$530.4M0.02%
220
OKEONEOK INC NEW
8,575$529.2M0.02%
221
PCARPACCAR INC
5,774$483.0M0.02%
222
AXPAMERICAN EXPRESS CO
2,675$466.0M0.02%
223
SBUXSTARBUCKS CORP
4,620$457.7M0.02%
224
GILDGILEAD SCIENCES INC
5,332$410.9M0.02%
225
CITCINTAS CORP
740$367.8M0.02%
226
WMBWILLIAMS COS INC
11,230$366.4M0.02%
227
FCXFREEPORT-MCMORAN INC
9,110$364.4M0.02%
228
AWMSKYWORKS SOLUTIONS INC
3,290$364.2M0.02%
229
XIFRNEXTERA ENERGY PARTNERS LP
5,910$346.6M0.02%
230
SPLKCHFSPLUNK INC
3,160$335.2M0.02%
231
SUNSUNOCO LP/SUNOCO FIN CORP
7,390$321.9M0.01%
232
CATCATERPILLAR INC
1,290$317.4M0.01%
233
ENPHENPHASE ENERGY INC
1,820$304.8M0.01%
234
CMICUMMINS INC
1,240$304.0M0.01%
235
SEDGSOLAREDGE TECHNOLOGIES INC
1,080$290.6M0.01%
236
BWABORGWARNER INC
5,574$272.6M0.01%
237
VRTXVERTEX PHARMACEUTICALS INC
730$256.9M0.01%
238
FISVFISERV INC
2,000$252.3M0.01%
239
GNTXGENTEX CORP
8,620$252.2M0.01%
240
FDXFEDEX CORP
1,000$247.9M0.01%
241
PFEPFIZER INC
6,500$238.4M0.01%
242
SMARGBPSMARTSHEET INC
6,230$238.4M0.01%
243
ENBENBRIDGE INC
5,970$221.8M0.01%
244
KOCOCA COLA CO
3,397$204.6M0.01%
245
FASTFASTENAL CO
3,460$204.1M0.01%
246
BHPBHP GROUP LTD
3,240$193.3M0.01%
247
ITWILLINOIS TOOL WKS INC
770$192.6M0.01%
248
FANFIRST TR EXCHANGE-TRADED FD
10,962$191.5M0.01%
249
TANINVESCO EXCH TRADED FD TR II
2,660$190.0M0.01%
250
RIORIO TINTO PLC
2,780$177.5M0.01%
251
TRVCCITIGROUP INC
3,844$177.0M0.01%
252
DTMDT MIDSTREAM INC
3,570$177.0M0.01%
253
DARDARLING INGREDIENTS INC
2,170$138.4M0.01%
254
IWOISHARES TR
500$121.3M0.01%
255
NEENEXTERA ENERGY INC
1,560$115.8M0.01%
256
TRMBTRIMBLE INC
2,160$114.3M0.01%
257
RUNSUNRUN INC
5,890$105.2M0.00%
258
MOG/AMOOG INC
860$93.3M0.00%
259
INTCINTEL CORP
2,200$73.6M0.00%
260
BLDPBALLARD PWR SYS INC NEW
14,890$64.9M0.00%
261
MCHPMICROCHIP TECHNOLOGY INC.
720$64.5M0.00%
262
LUVSOUTHWEST AIRLS CO
1,560$56.5M0.00%
263
RPMRPM INTL INC
580$52.0M0.00%
264
MDTMEDTRONIC PLC
480$42.3M0.00%
265
PAYXPAYCHEX INC
360$40.3M0.00%
266
NFENEW FORTRESS ENERGY INC
1,465$39.2M0.00%
267
SRCLSTERICYCLE INC
770$35.8M0.00%
268
SEESEALED AIR CORP NEW
720$28.8M0.00%
269
WOPWOODSIDE ENERGY GROUP LTD
1,171$27.2M0.00%
270
PRAAPRA GROUP INC
1,150$26.3M0.00%
271
FFIVF5 INC
140$20.5M0.00%
272
UAAUNDER ARMOUR INC
1,340$9.7M0.00%
273
UAUNDER ARMOUR INC
1,349$9.1M0.00%
274
WKHSEURWORKHORSE GROUP INC
3,770$3.3M0.00%
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