CASTLEARK MANAGEMENT LLC Q3 2025 Filing

Filed November 17, 2025

Portfolio Value

$3.6T

Holdings

284

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (284 positions)

#StockSharesValue% PortfolioType
201
AXSMAXSOME THERAPEUTICS INC
15,143$1.8B0.05%
202
MGYMAGNOLIA OIL & GAS CORP
74,790$1.8B0.05%
203
GOOGALPHABET INC
7,000$1.7B0.05%
204
PLUNPLUG POWER INC
728,110$1.7B0.05%
205
FANGDIAMONDBACK ENERGY INC
11,855$1.7B0.05%
206
CORZCORE SCIENTIFIC INC NEW
94,131$1.7B0.05%
207
ENVXENOVIX CORPORATION
168,590$1.7B0.05%
208
LECOLINCOLN ELEC HLDGS INC
6,700$1.6B0.04%
209
HESMHESS MIDSTREAM LP
45,065$1.6B0.04%
210
HDBHDFC BANK LTD
41,260$1.4B0.04%
211
DTMDT MIDSTREAM INC
12,370$1.4B0.04%
212
SUNSUNOCO LP/SUNOCO FIN CORP
27,840$1.4B0.04%
213
TRPTC ENERGY CORP
25,550$1.4B0.04%
214
AROCARCHROCK INC
50,690$1.3B0.04%
215
PANWPALO ALTO NETWORKS INC
6,145$1.3B0.04%
216
TSLATESLA INC
2,800$1.2B0.03%
217
PAAPLAINS ALL AMERN PIPELINE L
70,459$1.2B0.03%
218
QCOMQUALCOMM INC
6,950$1.2B0.03%
219
OXYOCCIDENTAL PETE CORP
23,105$1.1B0.03%
220
GWREGUIDEWIRE SOFTWARE INC
4,600$1.1B0.03%
221
T7DTRANSDIGM GROUP INC
770$1.0B0.03%
222
AMANTERO MIDSTREAM CORP
52,160$1.0B0.03%
223
SOFISOFI TECHNOLOGIES INC
37,000$977.5M0.03%
224
ENBENBRIDGE INC
19,310$974.4M0.03%
225
GLNGGOLAR LNG LTD
23,450$947.6M0.03%
226
FTAIFTAI AVIATION LTD
5,666$945.4M0.03%
227
CMECME GROUP INC
3,400$918.6M0.03%
228
AXPAMERICAN EXPRESS CO
2,675$888.5M0.02%
229
IM8NINSMED INC
5,730$825.2M0.02%
230
NDSNNORDSON CORP
3,540$803.4M0.02%
231
JBHTHUNT J B TRANS SVCS INC
5,660$759.4M0.02%
232
MTZMASTEC INC
3,540$753.3M0.02%
233
GELGENESIS ENERGY L P
43,940$734.2M0.02%
234
BABOEING CO
3,400$733.8M0.02%
235
NEXTNEXTDECADE CORP
106,250$721.4M0.02%
236
SNPSSYNOPSYS INC
1,372$676.9M0.02%
237
KNTKKINETIK HOLDINGS INC
14,710$628.7M0.02%
238
CITCINTAS CORP
2,960$607.6M0.02%
239
HOLXHOLOGIC INC
8,790$593.2M0.02%
240
PGPROCTER AND GAMBLE CO
3,800$583.9M0.02%
241
PCARPACCAR INC
5,774$567.7M0.02%
242
ISRGINTUITIVE SURGICAL INC
1,200$536.7M0.02%
243
CVXCHEVRON CORP NEW
3,170$492.3M0.01%
244
MANHMANHATTAN ASSOCIATES INC
2,350$481.7M0.01%
245
PENPENUMBRA INC
1,726$437.2M0.01%
246
VNOMVIPER ENERGY INC
10,995$420.2M0.01%
247
KGSKODIAK GAS SVCS INC
10,580$391.1M0.01%
248
SBUXSTARBUCKS CORP
4,620$390.9M0.01%
249
MTDRMATADOR RES CO
8,350$375.2M0.01%
250
CRSCARPENTER TECHNOLOGY CORP
1,380$338.8M0.01%
251
EOGEOG RES INC
3,000$336.4M0.01%
252
FSLRFIRST SOLAR INC
1,490$328.6M0.01%
253
CLSCELESTICA INC
1,230$303.0M0.01%
254
WHDCACTUS INC
7,290$287.7M0.01%
255
VRTXVERTEX PHARMACEUTICALS INC
730$285.9M0.01%
256
FISVFISERV INC
2,000$257.9M0.01%
257
GNTXGENTEX CORP
8,620$243.9M0.01%
258
FDXFEDEX CORP
1,000$235.8M0.01%
259
BSXBOSTON SCIENTIFIC CORP
2,350$229.4M0.01%
260
HTDCORCEPT THERAPEUTICS INC
2,740$227.7M0.01%
261
KOCOCA COLA CO
3,397$225.3M0.01%
262
FANFIRST TR EXCHANGE-TRADED FD
10,992$211.2M0.01%
263
ITWILLINOIS TOOL WKS INC
770$200.8M0.01%
264
NFGNATIONAL FUEL GAS CO
2,120$195.8M0.01%
265
CRKCOMSTOCK RES INC
9,150$181.4M0.01%
266
MOG/AMOOG INC
860$178.6M0.01%
267
TRMBTRIMBLE INC
2,160$176.4M0.00%
268
IWOISHARES TR
500$160.0M0.00%
269
FLEXFLEX LTD
2,710$157.1M0.00%
270
ETRENTERGY CORP NEW
1,630$151.9M0.00%
271
NEENEXTERA ENERGY INC
1,890$142.7M0.00%
272
NKENIKE INC
2,000$139.5M0.00%
273
BKVBKV CORP
5,540$128.1M0.00%
274
CMICUMMINS INC
300$126.7M0.00%
275
SYKSTRYKER CORPORATION
340$125.7M0.00%
276
NRANRG ENERGY INC
720$116.6M0.00%
277
EEMISHARES TR
2,000$106.8M0.00%
278
PFEPFIZER INC
2,971$75.7M0.00%
279
RPMRPM INTL INC
580$68.4M0.00%
280
LUVSOUTHWEST AIRLS CO
1,560$49.8M0.00%
281
PAYXPAYCHEX INC
360$45.6M0.00%
282
FFIVF5 INC
140$45.2M0.00%
283
FCXFREEPORT-MCMORAN INC
1,070$42.0M0.00%
284
SEESEALED AIR CORP NEW
720$25.5M0.00%
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