CASTLEARK MANAGEMENT LLC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$2.6T

Holdings

328

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (328 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
422,290$119.1B4.55%
2
AAPLAPPLE INC
698,760$98.9B3.78%
3
AMZNAMAZON COM INC
22,859$75.1B2.87%
4
MAMASTERCARD INCORPORATED
194,017$67.5B2.58%
5
METAFACEBOOK INC
196,565$66.7B2.55%
6
NVDANVIDIA CORPORATION
298,758$61.9B2.37%
7
ULTAULTA BEAUTY INC
163,985$59.2B2.26%
8
IWDISHARES TR
358,000$56.0B2.14%
9
LRCXEURLAM RESEARCH CORP
97,670$55.6B2.13%
10
NKENIKE INC
374,635$54.4B2.08%
11
VVISA INC
227,850$50.8B1.94%
12
MCHPMICROCHIP TECHNOLOGY INC.
315,065$48.4B1.85%
13
EWEDWARDS LIFESCIENCES CORP
387,335$43.9B1.68%
14
PYPLPAYPAL HLDGS INC
165,880$43.2B1.65%
15
EFAISHARES TR
530,500$41.4B1.58%
16
LLYLILLY ELI & CO
175,845$40.6B1.55%
17
XLFSELECT SECTOR SPDR TR
1,008,140$37.8B1.45%
18
TSLATESLA INC
47,198$36.6B1.40%
19
ADBEADOBE SYSTEMS INCORPORATED
60,745$35.0B1.34%
20
ASMLASML HOLDING N V
46,160$34.4B1.32%
21
SCHWSCHWAB CHARLES CORP
448,095$32.6B1.25%
22
DC4DEXCOM INC
59,045$32.3B1.23%
23
HCAHCA HEALTHCARE INC
130,885$31.8B1.21%
24
LVSLAS VEGAS SANDS CORP
751,759$27.5B1.05%
25
ZTSZOETIS INC
131,055$25.4B0.97%
26
HDHOME DEPOT INC
75,454$24.8B0.95%
27
LULULULULEMON ATHLETICA INC
53,378$21.6B0.83%
28
OLEDUNIVERSAL DISPLAY CORP
120,085$20.5B0.78%
29
SPTSPROUT SOCIAL INC
165,429$20.2B0.77%
30
FFORD MTR CO DEL
1,344,030$19.0B0.73%
31
MSCIMSCI INC
30,510$18.6B0.71%
32
DHRDANAHER CORPORATION
59,800$18.2B0.70%
33
UNPUNION PAC CORP
89,805$17.6B0.67%
34
JXC1J2 GLOBAL INC
122,030$16.7B0.64%
35
XLBSELECT SECTOR SPDR TR
204,000$16.1B0.62%
36
ASGNASGN INC
141,445$16.0B0.61%
37
WCCWESCO INTL INC
134,159$15.5B0.59%
38
PACKRANPAK HOLDINGS CORP
573,770$15.4B0.59%
39
WSCWILLSCOT MOBIL MINI HLDNG CO
469,684$14.9B0.57%
40
EZUISHARES INC
309,000$14.9B0.57%
41
NTNXNUTANIX INC
383,760$14.5B0.55%
42
KRNTKORNIT DIGITAL LTD
97,905$14.2B0.54%
43
PNCPNC FINL SVCS GROUP INC
72,365$14.2B0.54%
44
VRNSVARONIS SYS INC
225,354$13.7B0.52%
45
OPRXOPTIMIZERX CORP
158,722$13.6B0.52%
46
XHBSPDR SER TR
189,100$13.6B0.52%
47
RRXREGAL BELOIT CORP
89,015$13.4B0.51%
48
GTLSCHART INDS INC
69,830$13.3B0.51%
49
TRVCCITIGROUP INC
188,810$13.3B0.51%
50
NTRANATERA INC
116,479$13.0B0.50%
51
SWAVUSDSHOCKWAVE MED INC
62,309$12.8B0.49%
52
CZRCAESARS ENTERTAINMENT INC NE
113,130$12.7B0.49%
53
XOPSPDR SER TR
129,000$12.5B0.48%
54
DOMODOMO INC
144,235$12.2B0.47%
55
RPDRAPID7 INC
107,415$12.1B0.46%
56
MTSIMACOM TECH SOLUTIONS HLDGS I
186,721$12.1B0.46%
57
MXLMAXLINEAR INC
245,947$12.1B0.46%
58
VICRVICOR CORP
89,655$12.0B0.46%
59
PAHUSDELEMENT SOLUTIONS INC
541,764$11.7B0.45%
60
SKYSKYLINE CHAMPION CORPORATION
191,786$11.5B0.44%
61
ACHCACADIA HEALTHCARE COMPANY IN
176,320$11.2B0.43%
62
GQ9SPDR GOLD TR
68,475$11.2B0.43%
63
7SUSUMMIT MATLS INC
349,770$11.2B0.43%
64
CLHCLEAN HARBORS INC
106,890$11.1B0.42%
65
CWSTCASELLA WASTE SYS INC
140,620$10.7B0.41%
66
OMCLOMNICELL COM
69,535$10.3B0.39%
67
G2CEVERI HLDGS INC
424,198$10.3B0.39%
68
SYNASYNAPTICS INC
56,586$10.2B0.39%
69
ATRCATRICURE INC
145,966$10.2B0.39%
70
LNWOSCIENTIFIC GAMES CORP
121,600$10.1B0.39%
71
CVLTCOMMVAULT SYS INC
133,375$10.0B0.38%
72
LPLALPL FINL HLDGS INC
64,060$10.0B0.38%
73
AXNX*AXONICS INC
154,223$10.0B0.38%
74
SSTKSHUTTERSTOCK INC
87,672$9.9B0.38%
75
CRNCCERENCE INC
103,046$9.9B0.38%
76
CSTLCASTLE BIOSCIENCES INC
147,867$9.8B0.38%
77
WMSADVANCED DRAIN SYS INC DEL
90,810$9.8B0.38%
78
CPRICAPRI HOLDINGS LIMITED
198,608$9.6B0.37%
79
MYGNMYRIAD GENETICS INC
292,850$9.5B0.36%
80
GMGENERAL MTRS CO
179,195$9.4B0.36%
81
PARPAR TECHNOLOGY CORP
150,484$9.3B0.35%
82
HALOHALOZYME THERAPEUTICS INC
219,787$8.9B0.34%
83
OPCHOPTION CARE HEALTH INC
361,980$8.8B0.34%
84
QA4AGENTHERM INC
107,639$8.7B0.33%
85
NVEEUSDNV5 GLOBAL INC
87,727$8.6B0.33%
86
SHYFSHYFT GROUP INC
227,346$8.6B0.33%
87
RG6ROGERS CORP
45,015$8.4B0.32%
88
MASMASCO CORP
143,800$8.0B0.31%
89
G3VGREEN PLAINS INC
244,130$8.0B0.30%
90
LFUSLITTELFUSE INC
28,922$7.9B0.30%
91
SKAASKECHERS U S A INC
182,290$7.7B0.29%
92
THCTENET HEALTHCARE CORP
115,470$7.7B0.29%
93
CROXCROCS INC
53,055$7.6B0.29%
94
VCELVERICEL CORP
153,160$7.5B0.29%
95
ELLAUDER ESTEE COS INC
24,110$7.2B0.28%
96
SONOSONOS INC
222,200$7.2B0.27%
97
TFIITFI INTL INC
70,257$7.2B0.27%
98
LIVNLIVANOVA PLC
90,560$7.2B0.27%
99
MPLXMPLX LP
250,162$7.1B0.27%
100
SGRYSURGERY PARTNERS INC
167,793$7.1B0.27%
Page 1 of 4Next