CASTLEARK MANAGEMENT LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$2.9T

Holdings

280

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (280 positions)

#StockSharesValue% PortfolioType
201
GELGENESIS ENERGY L P
93,770$1.5B0.05%
202
RNAAVIDITY BIOSCIENCES INC
47,620$1.4B0.05%
203
RDNTRADNET INC
28,153$1.4B0.05%
204
CLBTCELLEBRITE DI LTD
71,920$1.4B0.05%
205
MTDRMATADOR RES CO
27,350$1.4B0.05%
206
AROCARCHROCK INC
50,690$1.3B0.05%
207
AKXANSYS INC
4,040$1.3B0.04%
208
LECOLINCOLN ELEC HLDGS INC
6,700$1.3B0.04%
209
VLOVALERO ENERGY CORP
9,410$1.2B0.04%
210
TRPTC ENERGY CORP
25,550$1.2B0.04%
211
IWDISHARES TR
6,400$1.2B0.04%
212
OXYOCCIDENTAL PETE CORP
23,105$1.1B0.04%
213
GOOGALPHABET INC
7,000$1.1B0.04%
214
QCOMQUALCOMM INC
6,950$1.1B0.04%
215
T7DTRANSDIGM GROUP INC
770$1.1B0.04%
216
VNOMUSDVIPER ENERGY INC
22,555$1.0B0.04%
217
CAMTCAMTEK LTD
16,280$954.5M0.03%
218
AMANTERO MIDSTREAM CORP
52,160$938.9M0.03%
219
MTZMASTEC INC
7,840$915.0M0.03%
220
CMECME GROUP INC
3,400$902.0M0.03%
221
GLNGGOLAR LNG LTD
23,450$890.9M0.03%
222
CQPCHENIERE ENERGY PARTNERS LP
13,444$887.8M0.03%
223
HDHOME DEPOT INC
2,300$842.9M0.03%
224
JBHTHUNT J B TRANS SVCS INC
5,660$837.4M0.03%
225
KNTKKINETIK HOLDINGS INC
14,710$764.0M0.03%
226
CASYCASEYS GEN STORES INC
1,760$763.9M0.03%
227
ESTCELASTIC N V
8,380$746.7M0.03%
228
SCHWSCHWAB CHARLES CORP
9,360$732.7M0.03%
229
TSLATESLA INC
2,800$725.6M0.03%
230
AXPAMERICAN EXPRESS CO
2,675$719.7M0.02%
231
HOODROBINHOOD MKTS INC
16,660$693.4M0.02%
232
PGPROCTER AND GAMBLE CO
3,800$647.6M0.02%
233
CITCINTAS CORP
2,960$608.4M0.02%
234
GILDGILEAD SCIENCES INC
5,332$597.5M0.02%
235
BABOEING CO
3,400$579.9M0.02%
236
PCARPACCAR INC
5,774$562.2M0.02%
237
GWREGUIDEWIRE SOFTWARE INC
2,820$528.4M0.02%
238
TOSTTOAST INC
13,480$447.1M0.02%
239
FISVFISERV INC
2,000$441.7M0.02%
240
DTMDT MIDSTREAM INC
4,520$436.1M0.02%
241
NEXTNEXTDECADE CORP
53,440$415.8M0.01%
242
KGSKODIAK GAS SVCS INC
10,580$394.6M0.01%
243
CMICUMMINS INC
1,240$388.7M0.01%
244
CFLTCONFLUENT INC
16,020$375.5M0.01%
245
AXONAXON ENTERPRISE INC
690$362.9M0.01%
246
MPCMARATHON PETE CORP
2,338$340.6M0.01%
247
NTNXNUTANIX INC
4,840$337.9M0.01%
248
WHDCACTUS INC
7,290$334.1M0.01%
249
SSNCSS&C TECHNOLOGIES HLDGS INC
3,830$319.9M0.01%
250
PSTGPURE STORAGE INC
6,620$293.1M0.01%
251
FASTFASTENAL CO
3,460$268.3M0.01%
252
ETNEATON CORP PLC
900$244.6M0.01%
253
FDXFEDEX CORP
1,000$243.8M0.01%
254
KOCOCA COLA CO
3,397$243.3M0.01%
255
PRMBPRIMO BRANDS CORPORATION
6,220$220.7M0.01%
256
GNTXGENTEX CORP
8,620$200.8M0.01%
257
ITWILLINOIS TOOL WKS INC
770$191.0M0.01%
258
FCXFREEPORT-MCMORAN INC
4,550$172.3M0.01%
259
RIORIO TINTO PLC
2,780$167.0M0.01%
260
FANFIRST TR EXCHANGE-TRADED FD
10,962$164.5M0.01%
261
BHPBHP GROUP LTD
3,240$157.3M0.01%
262
MOG/AMOOG INC
860$149.1M0.01%
263
TRMBTRIMBLE INC
2,160$141.8M0.00%
264
IWOISHARES TR
500$127.8M0.00%
265
NKENIKE INC
2,000$127.0M0.00%
266
SYKSTRYKER CORPORATION
340$126.6M0.00%
267
NEENEXTERA ENERGY INC
1,560$110.6M0.00%
268
PFEPFIZER INC
2,971$75.3M0.00%
269
DARDARLING INGREDIENTS INC
2,170$67.8M0.00%
270
RPMRPM INTL INC
580$67.1M0.00%
271
PAYXPAYCHEX INC
360$55.5M0.00%
272
LUVSOUTHWEST AIRLS CO
1,560$52.4M0.00%
273
FFIVF5 INC
140$37.3M0.00%
274
MCHPMICROCHIP TECHNOLOGY INC.
720$34.9M0.00%
275
RUNSUNRUN INC
5,890$34.5M0.00%
276
SEESEALED AIR CORP NEW
720$20.8M0.00%
277
WOPWOODSIDE ENERGY GROUP LTD
1,171$17.0M0.00%
278
BLDPBALLARD PWR SYS INC NEW
14,890$16.4M0.00%
279
NFENEW FORTRESS ENERGY INC
1,465$12.2M0.00%
280
SHLSSHOALS TECHNOLOGIES GROUP IN
2,140$7.1M0.00%
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