CASTLEARK MANAGEMENT LLC Q3 2024 Filing

Filed November 15, 2024

Portfolio Value

$2.5B

Holdings

272

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
387,604$166.8T6798828.33%
2
NVDANVIDIA CORPORATION
1,300,398$157.9T6437430.16%
3
AAPLAPPLE INC
579,699$135.1T5505958.73%
4
AMZNAMAZON COM INC
550,255$102.5T4179470.46%
5
GOOGLALPHABET INC
480,009$79.6T3245184.09%
6
METAMETA PLATFORMS INC
122,608$70.2T2861035.61%
7
BXBLACKSTONE INC
440,620$67.5T2750419.70%
8
MAMASTERCARD INCORPORATED
130,769$64.6T2632269.59%
9
LLYELI LILLY & CO
65,326$57.9T2359200.51%
10
NOWSERVICENOW INC
63,396$56.7T2311336.98%
11
VVISA INC
176,105$48.4T1973785.22%
12
AMATAPPLIED MATLS INC
237,939$48.1T1959742.30%
13
LRCXEURLAM RESEARCH CORP
55,979$45.7T1862225.83%
14
UNPUNION PAC CORP
184,554$45.5T1854298.42%
15
ISRGINTUITIVE SURGICAL INC
87,479$43.0T1751856.50%
16
VRTXVERTEX PHARMACEUTICALS INC
82,725$38.5T1568335.30%
17
CLCOLGATE PALMOLIVE CO
325,133$33.8T1375861.52%
18
NFLXNETFLIX INC
44,648$31.7T1290886.56%
19
HDHOME DEPOT INC
69,890$28.3T1154407.01%
20
TOLTOLL BROTHERS INC
152,950$23.6T963217.45%
21
UBERUBER TECHNOLOGIES INC
304,270$22.9T932224.22%
22
SBUXSTARBUCKS CORP
224,100$21.8T890587.11%
23
ASMLASML HOLDING N V
24,627$20.5T836491.09%
24
MSCIMSCI INC
29,120$17.0T691962.03%
25
EEMISHARES TR
354,240$16.2T662225.83%
26
EWJISHARES INC
222,650$15.9T649301.06%
27
SNPSSYNOPSYS INC
31,447$15.9T649140.66%
28
IWNISHARES TR
92,380$15.4T628203.81%
29
FTAIFTAI AVIATION LTD
115,000$15.3T623013.28%
30
XHBSPDR SER TR
121,590$15.1T617377.68%
31
ADMAADMA BIOLOGICS INC
692,966$13.9T564675.82%
32
GQ9SPDR GOLD TR
51,775$12.6T512989.05%
33
FTITECHNIPFMC PLC
469,280$12.3T501770.13%
34
XLFSELECT SECTOR SPDR TR
271,290$12.3T501185.13%
35
ADBEADOBE INC
23,130$12.0T488197.30%
36
CRSCARPENTER TECHNOLOGY CORP
74,720$11.9T486059.93%
37
XBISPDR SER TR
115,580$11.4T465494.03%
38
EVREVERCORE INC
44,880$11.4T463480.09%
39
XLRESELECT SECTOR SPDR TR
250,070$11.2T455357.01%
40
XLVSELECT SECTOR SPDR TR
71,120$11.0T446522.48%
41
BCOBRINKS CO
92,770$10.7T437310.72%
42
TJXTJX COS INC NEW
87,660$10.3T420011.92%
43
DHRDANAHER CORPORATION
36,430$10.1T412866.56%
44
KWEBKRANESHARES TRUST
295,170$10.0T409336.99%
45
RDNTRADNET INC
143,213$9.9T405092.13%
46
GKOSGLAUKOS CORP
73,830$9.6T392089.38%
47
JLLJONES LANG LASALLE INC
35,610$9.6T391655.74%
48
CYBRCYBERARK SOFTWARE LTD
32,930$9.6T391443.07%
49
DYHTARGET CORP
60,590$9.4T384955.11%
50
LNTHLANTHEUS HLDGS INC
83,640$9.2T374190.74%
51
NTRANATERA INC
71,400$9.1T369492.30%
52
TSMTAIWAN SEMICONDUCTOR MFG LTD
51,180$8.9T362326.07%
53
MODMODINE MFG CO
66,540$8.8T360182.55%
54
DWDMORGAN STANLEY
81,820$8.5T347670.92%
55
RACEFERRARI N V
17,938$8.4T343754.17%
56
JT5MUELLER WTR PRODS INC
384,980$8.4T340543.33%
57
TTEKTETRA TECH INC NEW
173,550$8.2T333635.99%
58
APGAPI GROUP CORP
246,863$8.2T332282.55%
59
PGRPROGRESSIVE CORP
32,060$8.1T331635.63%
60
XPOXPO INC
75,554$8.1T331116.50%
61
THCTENET HEALTHCARE CORP
48,870$8.1T331091.35%
62
AXPAMERICAN EXPRESS CO
29,905$8.1T330603.90%
63
PAHUSDELEMENT SOLUTIONS INC
297,520$8.1T329397.58%
64
IAKISHARES TR
62,070$8.0T326523.36%
65
ZETAZETA GLOBAL HOLDINGS CORP
267,380$8.0T325129.69%
66
GDXVANECK ETF TRUST
198,580$7.9T322337.82%
67
KDKYNDRYL HLDGS INC
337,970$7.8T316594.00%
68
TMDXTRANSMEDICS GROUP INC
49,170$7.7T314683.77%
69
KNFKNIFE RIVER CORP
85,690$7.7T312243.61%
70
WIXWIX COM LTD
45,300$7.6T308696.02%
71
PIIMPINJ INC
34,196$7.4T301819.86%
72
HASHASBRO INC
100,840$7.3T297280.04%
73
DYDYCOM INDS INC
36,880$7.3T296313.89%
74
SFSTIFEL FINL CORP
76,830$7.2T294083.67%
75
APPFAPPFOLIO INC
30,490$7.2T292575.77%
76
VRNSVARONIS SYS INC
125,620$7.1T289322.17%
77
IBPINSTALLED BLDG PRODS INC
28,450$7.0T285606.63%
78
WDWALKER & DUNLOP INC
61,160$6.9T283192.68%
79
FLRFLUOR CORP NEW
144,470$6.9T280971.06%
80
LGNDLIGAND PHARMACEUTICALS INC
67,923$6.8T277129.03%
81
JPMJPMORGAN CHASE & CO.
32,085$6.8T275785.05%
82
CHRCHURCHILL DOWNS INC
49,870$6.7T274867.05%
83
GWREGUIDEWIRE SOFTWARE INC
36,840$6.7T274727.92%
84
KKRKKR & CO INC
49,570$6.5T263857.89%
85
FXIISHARES TR
203,180$6.5T263214.19%
86
EFAISHARES TR
76,840$6.4T261953.33%
87
CRCRANE COMPANY
40,520$6.4T261438.77%
88
K6BKBR INC
98,210$6.4T260742.15%
89
XLISELECT SECTOR SPDR TR
47,150$6.4T260317.35%
90
OLLIOLLIES BARGAIN OUTLET HLDGS
65,070$6.3T257822.94%
91
PCVXVAXCYTE INC
54,620$6.2T254424.17%
92
LITELUMENTUM HLDGS INC
97,900$6.2T252935.28%
93
CWSTCASELLA WASTE SYS INC
61,960$6.2T251284.26%
94
PEGAPEGASYSTEMS INC
83,410$6.1T248513.83%
95
LENLENNAR CORP
32,435$6.1T247881.06%
96
FOURSHIFT4 PMTS INC
68,500$6.1T247399.47%
97
GMEDGLOBUS MED INC
84,780$6.1T247238.91%
98
PARPAR TECHNOLOGY CORP
116,370$6.1T247050.94%
99
VMIVALMONT INDS INC
20,890$6.1T246908.52%
100
ALKTALKAMI TECHNOLOGY INC
191,820$6.1T246621.01%
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