CASTLEARK MANAGEMENT LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$3.4T

Holdings

294

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (294 positions)

#StockSharesValue% PortfolioType
201
CRNXCRINETICS PHARMACEUTICALS IN
62,790$2.0B0.06%
202
HDBHDFC BANK LTD
41,260$1.0B0.03%
203
MODMODINE MFG CO
11,960$1.0B0.03%
204
MGYMAGNOLIA OIL & GAS CORP
74,790$1.0B0.03%
205
IM8NINSMED INC
7,790$1.0B0.03%
206
QCOMQUALCOMM INC
6,950$1.0B0.03%
207
ARLOARLO TECHNOLOGIES INC
118,031$1.0B0.03%
208
JBHTHUNT J B TRANS SVCS INC
5,660$1.0B0.03%
209
VSTVISTRA CORP
12,030$1.0B0.03%
210
LECOLINCOLN ELEC HLDGS INC
6,700$1.0B0.03%
211
SOFISOFI TECHNOLOGIES INC
39,350$1.0B0.03%
212
GWREGUIDEWIRE SOFTWARE INC
5,100$1.0B0.03%
213
DTMDT MIDSTREAM INC
9,830$1.0B0.03%
214
MTZMASTEC INC
8,470$1.0B0.03%
215
GENIGENIUS SPORTS LIMITED
119,226$1.0B0.03%
216
OKEONEOK INC NEW
25,738$1.0B0.03%
217
HESMHESS MIDSTREAM LP
37,775$1.0B0.03%
218
PAAPLAINS ALL AMERN PIPELINE L
70,459$1.0B0.03%
219
IWFISHARES TR
3,770$1.0B0.03%
220
FTAIFTAI AVIATION LTD
7,826$1.0B0.03%
221
T7DTRANSDIGM GROUP INC
770$1.0B0.03%
222
MLMMARTIN MARIETTA MATLS INC
1,760$1.0B0.03%
223
DKSDICKS SPORTING GOODS INC
8,440$1.0B0.03%
224
LQDISHARES TR
10,840$1.0B0.03%
225
COCOVITA COCO CO INC
36,560$1.0B0.03%
226
WESWESTERN MIDSTREAM PARTNERS L
36,200$1.0B0.03%
227
AROCARCHROCK INC
50,690$1.0B0.03%
228
CHRWC H ROBINSON WORLDWIDE INC
6,600$1.0B0.03%
229
IEVISHARES TR
14,480$00.00%
230
FFIVF5 INC
140$00.00%
231
EWTISHARES INC
3,130$00.00%
232
SNPSSYNOPSYS INC
1,372$00.00%
233
PAYXPAYCHEX INC
360$00.00%
234
USACUSA COMPRESSION PARTNERS LP
19,990$00.00%
235
PCARPACCAR INC
5,774$00.00%
236
BKVBKV CORP
10,510$00.00%
237
NRANRG ENERGY INC
2,060$00.00%
238
PENPENUMBRA INC
2,686$00.00%
239
NDSNNORDSON CORP
3,920$00.00%
240
FCXFREEPORT-MCMORAN INC
1,950$00.00%
241
CRSCARPENTER TECHNOLOGY CORP
2,580$00.00%
242
GNTXGENTEX CORP
8,620$00.00%
243
PGPROCTER AND GAMBLE CO
3,800$00.00%
244
CMECME GROUP INC
3,400$00.00%
245
OXYOCCIDENTAL PETE CORP
23,105$00.00%
246
KNTKKINETIK HOLDINGS INC
10,370$00.00%
247
NKENIKE INC
2,000$00.00%
248
TERTERADYNE INC
4,470$00.00%
249
GLNGGOLAR LNG LTD
12,210$00.00%
250
CLSCELESTICA INC
1,850$00.00%
251
EOGEOG RES INC
3,000$00.00%
252
NFGNATIONAL FUEL GAS CO
4,130$00.00%
253
MTDRMATADOR RES CO
8,350$00.00%
254
FASTFASTENAL CO
6,920$00.00%
255
6RJ0ROCKET LAB CORP
10,460$00.00%
256
FANFIRST TR EXCHANGE-TRADED FD
21,262$00.00%
257
MOG/AMOOG INC
860$00.00%
258
FLEXFLEX LTD
5,710$00.00%
259
SUNSUNOCO LP/SUNOCO FIN CORP
14,450$00.00%
260
ISRGINTUITIVE SURGICAL INC
1,200$00.00%
261
FDXFEDEX CORP
1,000$00.00%
262
IWOISHARES TR
1,720$00.00%
263
KGSKODIAK GAS SVCS INC
10,580$00.00%
264
CMICUMMINS INC
300$00.00%
265
ELANELANCO ANIMAL HEALTH INC
34,510$00.00%
266
TRMBTRIMBLE INC
2,160$00.00%
267
SEESEALED AIR CORP NEW
720$00.00%
268
EWJISHARES INC
4,930$00.00%
269
SBUXSTARBUCKS CORP
4,620$00.00%
270
ETRENTERGY CORP NEW
3,220$00.00%
271
VRTXVERTEX PHARMACEUTICALS INC
730$00.00%
272
FSLRFIRST SOLAR INC
2,900$00.00%
273
POWLPOWELL INDS INC
830$00.00%
274
KOCOCA COLA CO
3,397$00.00%
275
LUVSOUTHWEST AIRLS CO
1,560$00.00%
276
IWNISHARES TR
1,290$00.00%
277
PRIMPRIMORIS SVCS CORP
1,120$00.00%
278
GELGENESIS ENERGY L P
29,980$00.00%
279
VNOMVIPER ENERGY INC
10,995$00.00%
280
PFEPFIZER INC
2,971$00.00%
281
CRKCOMSTOCK RES INC
18,000$00.00%
282
EEMISHARES TR
2,000$00.00%
283
EWAISHARES INC
3,770$00.00%
284
FISVFISERV INC
2,000$00.00%
285
EWYISHARES INC
1,010$00.00%
286
NEENEXTERA ENERGY INC
3,590$00.00%
287
SYKSTRYKER CORPORATION
340$00.00%
288
AXPAMERICAN EXPRESS CO
2,675$00.00%
289
NEXTNEXTDECADE CORP
106,250$00.00%
290
CITCINTAS CORP
2,960$00.00%
291
RPMRPM INTL INC
580$00.00%
292
EWCISHARES INC
3,670$00.00%
293
ITWILLINOIS TOOL WKS INC
770$00.00%
294
AMANTERO MIDSTREAM CORP
52,160$00.00%
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