CASTLEARK MANAGEMENT LLC Q2 2017 Filing

Filed August 15, 2017

Portfolio Value

$3.1T

Holdings

389

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (389 positions)

#StockSharesValue% PortfolioType
1
EEMISHARES TR
1,780,000$73.7B2.41%
2
UNHUNITEDHEALTH GROUP INC
306,486$56.8B1.86%
3
AMZNAMAZON COM INC
55,557$53.8B1.76%
4
TRVCCITIGROUP INC
796,292$53.3B1.74%
5
HDHOME DEPOT INC
316,479$48.5B1.59%
6
CMECME GROUP INC
375,769$47.1B1.54%
7
ABMDEURABIOMED INC
302,345$43.3B1.42%
8
SCHWSCHWAB CHARLES CORP NEW
900,964$38.7B1.26%
9
COACH INC
809,425$38.3B1.25%
10
VEEVVEEVA SYS INC
603,116$37.0B1.21%
11
PHPARKER HANNIFIN CORP
226,982$36.3B1.19%
12
FDXFEDEX CORP
166,822$36.3B1.18%
13
MCHPMICROCHIP TECHNOLOGY INC
468,460$36.2B1.18%
14
GOOGALPHABET INC
39,582$36.0B1.18%
15
DWDMORGAN STANLEY
780,950$34.8B1.14%
16
AMATAPPLIED MATLS INC
788,740$32.6B1.06%
17
MSFTMICROSOFT CORP
470,669$32.4B1.06%
18
ULTAULTA BEAUTY INC
107,173$30.8B1.01%
19
NFLXNETFLIX INC
206,005$30.8B1.01%
20
XPOXPO LOGISTICS INC
472,706$30.6B1.00%
21
CELGCELGENE CORP
233,169$30.3B0.99%
22
MNSTMONSTER BEVERAGE CORP NEW
598,595$29.7B0.97%
23
METAFACEBOOK INC
193,282$29.2B0.95%
24
VVISA INC
309,587$29.0B0.95%
25
DKSDICKS SPORTING GOODS INC
724,257$28.8B0.94%
26
EOGEOG RES INC
309,631$28.0B0.92%
27
ADBEADOBE SYS INC
193,366$27.4B0.89%
28
PANWPALO ALTO NETWORKS INC
203,705$27.3B0.89%
29
EAELECTRONIC ARTS INC
256,651$27.1B0.89%
30
AVGOBROADCOM LTD
112,625$26.2B0.86%
31
INTCINTEL CORP
731,929$24.7B0.81%
32
AAPLAPPLE INC
171,377$24.7B0.81%
33
CBRECBRE GROUP INC
640,074$23.3B0.76%
34
JBHTHUNT J B TRANS SVCS INC
249,957$22.8B0.75%
35
URIUNITED RENTALS INC
199,253$22.5B0.73%
36
BIIBBIOGEN INC
82,026$22.3B0.73%
37
MIDDMIDDLEBY CORP
177,345$21.5B0.70%
38
RHT1EURRED HAT INC
225,020$21.5B0.70%
39
RNGRINGCENTRAL INC
578,513$21.1B0.69%
40
DEDEERE & CO
156,099$19.3B0.63%
41
GDOTGREEN DOT CORP
494,144$19.0B0.62%
42
CLRUSDCONTINENTAL RESOURCES INC
587,594$19.0B0.62%
43
PRAHPRA HEALTH SCIENCES INC
241,316$18.1B0.59%
44
GKDGRAND CANYON ED INC
226,970$17.8B0.58%
45
EPDENTERPRISE PRODS PARTNERS L
648,420$17.6B0.57%
46
PXDEURPIONEER NAT RES CO
104,994$16.8B0.55%
47
SYU1SYNOVUS FINL CORP
372,169$16.5B0.54%
48
ATGEADTALEM GLOBAL ED INC
430,440$16.3B0.53%
49
PLAYDAVE & BUSTERS ENTMT INC
233,503$15.5B0.51%
50
WBC1EURWABCO HLDGS INC
119,228$15.2B0.50%
51
BYDBOYD GAMING CORP
605,200$15.0B0.49%
52
GTT COMMUNICATIONS INC
472,769$15.0B0.49%
53
INTERXION HOLDING N.V
326,486$14.9B0.49%
54
ODFLOLD DOMINION FGHT LINES INC
153,883$14.7B0.48%
55
PWRQUANTA SVCS INC
444,500$14.6B0.48%
56
EVHEVOLENT HEALTH INC
564,057$14.3B0.47%
57
BLACKHAWK NETWORK HLDGS INC
327,760$14.3B0.47%
58
INC RESH HLDGS INC
244,045$14.3B0.47%
59
RPREALPAGE INC
396,604$14.3B0.47%
60
BERYEURBERRY GLOBAL GROUP INC
248,377$14.2B0.46%
61
SLGNSILGAN HOLDINGS INC
445,188$14.1B0.46%
62
WENWENDYS CO
908,150$14.1B0.46%
63
NUVAGBPNUVASIVE INC
181,491$14.0B0.46%
64
BWXTBWX TECHNOLOGIES INC
286,060$13.9B0.46%
65
POWERSHARES QQQ TRUST
100,000$13.8B0.45%
66
FINANCIAL ENGINES INC
370,910$13.6B0.44%
67
SPLKCHFSPLUNK INC
232,593$13.2B0.43%
68
TIVITY HEALTH INC
331,437$13.2B0.43%
69
UNVREURUNIVAR INC
452,087$13.2B0.43%
70
MRVLMARVELL TECHNOLOGY GROUP LTD
788,718$13.0B0.43%
71
TERTERADYNE INC
421,325$12.7B0.41%
72
CYRUSONE INC
220,224$12.3B0.40%
73
SKAASKECHERS U S A INC
413,064$12.2B0.40%
74
NXSTNEXSTAR MEDIA GROUP INC
200,579$12.0B0.39%
75
SPECTRANETICS CORP
310,756$11.9B0.39%
76
ITRIITRON INC
175,452$11.9B0.39%
77
BIOTELEMETRY INC
352,947$11.8B0.39%
78
EX9EXELIXIS INC
478,756$11.8B0.39%
79
BACBANK AMER CORP
485,800$11.8B0.39%
80
CYPRESS SEMICONDUCTOR CORP
863,292$11.8B0.39%
81
LGFEURLIONS GATE ENTMNT CORP
416,520$11.8B0.38%
82
VMIVALMONT INDS INC
78,485$11.7B0.38%
83
MDTMEDTRONIC PLC
131,471$11.7B0.38%
84
ALMOST FAMILY INC
188,425$11.6B0.38%
85
EWEDWARDS LIFESCIENCES CORP
97,600$11.5B0.38%
86
SBUXSTARBUCKS CORP
197,756$11.5B0.38%
87
DBDEURDIEBOLD NXDF INC
404,823$11.3B0.37%
88
VONAGE HLDGS CORP
1,727,132$11.3B0.37%
89
JPMJPMORGAN CHASE & CO
122,100$11.2B0.36%
90
XHBSPDR SERIES TRUST
286,600$11.0B0.36%
91
DYDYCOM INDS INC
122,695$11.0B0.36%
92
SLCAU S SILICA HLDGS INC
308,919$11.0B0.36%
93
7SUSUMMIT MATLS INC
379,570$11.0B0.36%
94
DELPHI AUTOMOTIVE PLC
123,429$10.8B0.35%
95
MRCYMERCURY SYS INC
256,146$10.8B0.35%
96
LITELUMENTUM HLDGS INC
186,650$10.6B0.35%
97
TWNKEURHOSTESS BRANDS INC
659,495$10.6B0.35%
98
BCOBRINKS CO
157,813$10.6B0.35%
99
VTYVERINT SYS INC
254,309$10.3B0.34%
100
WEAWESTERN ALLIANCE BANCORP
208,124$10.2B0.33%
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