CASTLEARK MANAGEMENT LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$2.4T

Holdings

271

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
201
WMBWILLIAMS COS INC
25,570$1.1B0.04%
202
APPAPPLOVIN CORP
12,380$1.0B0.04%
203
T7DTRANSDIGM GROUP INC
770$983.8M0.04%
204
ENQENTEGRIS INC
6,790$919.4M0.04%
205
PSTGPURE STORAGE INC
14,190$911.1M0.04%
206
JBHTHUNT J B TRANS SVCS INC
5,660$905.6M0.04%
207
AMANTERO MIDSTREAM CORP
61,260$903.0M0.04%
208
ICLRICON PLC
2,770$868.3M0.04%
209
MANHMANHATTAN ASSOCIATES INC
3,280$809.1M0.03%
210
RYTMRHYTHM PHARMACEUTICALS INC
19,010$780.6M0.03%
211
CQPCHENIERE ENERGY PARTNERS LP
15,784$775.2M0.03%
212
TSTENARIS S A
23,910$729.7M0.03%
213
SWN1EURSOUTHWESTERN ENERGY CO
107,160$721.2M0.03%
214
HDBHDFC BANK LTD
11,140$716.6M0.03%
215
KNTKKINETIK HOLDINGS INC
17,280$716.1M0.03%
216
SCHWSCHWAB CHARLES CORP
9,360$689.7M0.03%
217
CMECME GROUP INC
3,400$668.4M0.03%
218
PGPROCTER AND GAMBLE CO
3,800$626.7M0.03%
219
BABOEING CO
3,400$618.8M0.03%
220
PCARPACCAR INC
5,774$594.4M0.02%
221
SRPTSAREPTA THERAPEUTICS INC
3,740$590.9M0.02%
222
TSLATESLA INC
2,800$554.1M0.02%
223
WMSADVANCED DRAIN SYS INC DEL
3,370$540.5M0.02%
224
CITCINTAS CORP
740$518.2M0.02%
225
PSXPHILLIPS 66
3,420$482.8M0.02%
226
TECHBIO-TECHNE CORP
6,710$480.8M0.02%
227
CATCATERPILLAR INC
1,290$429.7M0.02%
228
VSTVISTRA CORP
4,270$367.1M0.01%
229
GILDGILEAD SCIENCES INC
5,332$365.8M0.01%
230
SBUXSTARBUCKS CORP
4,620$359.7M0.01%
231
CMICUMMINS INC
1,240$343.4M0.01%
232
KGSKODIAK GAS SVCS INC
12,430$338.8M0.01%
233
FDXFEDEX CORP
1,000$299.8M0.01%
234
FISVFISERV INC
2,000$298.1M0.01%
235
DTMDT MIDSTREAM INC
3,570$253.6M0.01%
236
FASTFASTENAL CO
3,460$217.4M0.01%
237
KOCOCA COLA CO
3,397$216.2M0.01%
238
TREXTREX CO INC
2,770$205.3M0.01%
239
BHPBHP GROUP LTD
3,240$185.0M0.01%
240
RIORIO TINTO PLC
2,780$183.3M0.01%
241
ITWILLINOIS TOOL WKS INC
770$182.5M0.01%
242
PFEPFIZER INC
6,500$181.9M0.01%
243
BWABORGWARNER INC
5,574$179.7M0.01%
244
FANFIRST TR EXCHANGE-TRADED FD
10,962$177.7M0.01%
245
ESTCELASTIC N V
1,490$169.7M0.01%
246
XIFRNEXTERA ENERGY PARTNERS LP
5,910$163.4M0.01%
247
NKENIKE INC
2,000$150.7M0.01%
248
MOG/AMOOG INC
860$143.9M0.01%
249
IMVTIMMUNOVANT INC
5,190$137.0M0.01%
250
IWOISHARES TR
500$131.3M0.01%
251
TRMBTRIMBLE INC
2,160$120.8M0.00%
252
NEENEXTERA ENERGY INC
1,560$110.5M0.00%
253
DARDARLING INGREDIENTS INC
2,170$79.7M0.00%
254
RUNSUNRUN INC
5,890$69.9M0.00%
255
INTCINTEL CORP
2,200$68.1M0.00%
256
RPMRPM INTL INC
580$62.5M0.00%
257
SRCLSTERICYCLE INC
770$44.8M0.00%
258
LUVSOUTHWEST AIRLS CO
1,560$44.6M0.00%
259
PHINPHINIA INC
1,114$43.8M0.00%
260
PAYXPAYCHEX INC
360$42.7M0.00%
261
MDTMEDTRONIC PLC
480$37.8M0.00%
262
BLDPBALLARD PWR SYS INC NEW
14,890$33.5M0.00%
263
NFENEW FORTRESS ENERGY INC
1,465$32.2M0.00%
264
SEESEALED AIR CORP NEW
720$25.0M0.00%
265
FFIVF5 INC
140$24.1M0.00%
266
PRAAPRA GROUP INC
1,150$22.6M0.00%
267
WOPWOODSIDE ENERGY GROUP LTD
1,171$22.0M0.00%
268
SHLSSHOALS TECHNOLOGIES GROUP IN
2,140$13.4M0.00%
269
UAAUNDER ARMOUR INC
1,340$8.9M0.00%
270
UAUNDER ARMOUR INC
1,349$8.8M0.00%
271
WKHSWORKHORSE GROUP INC
189$297K0.00%
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