CASTLEARK MANAGEMENT LLC Q3 2024 Filing

Filed November 15, 2024

Portfolio Value

$2453.2T

Holdings

272

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
387,604$166.8T6.80%
2
NVDANVIDIA CORPORATION
1,300,398$157.9T6.44%
3
AAPLAPPLE INC
579,699$135.1T5.51%
4
AMZNAMAZON COM INC
550,255$102.5T4.18%
5
GOOGLALPHABET INC
480,009$79.6T3.25%
6
METAMETA PLATFORMS INC
122,608$70.2T2.86%
7
BXBLACKSTONE INC
440,620$67.5T2.75%
8
MAMASTERCARD INCORPORATED
130,769$64.6T2.63%
9
LLYELI LILLY & CO
65,326$57.9T2.36%
10
NOWSERVICENOW INC
63,396$56.7T2.31%
11
VVISA INC
176,105$48.4T1.97%
12
AMATAPPLIED MATLS INC
237,939$48.1T1.96%
13
LRCXEURLAM RESEARCH CORP
55,979$45.7T1.86%
14
UNPUNION PAC CORP
184,554$45.5T1.85%
15
ISRGINTUITIVE SURGICAL INC
87,479$43.0T1.75%
16
VRTXVERTEX PHARMACEUTICALS INC
82,725$38.5T1.57%
17
CLCOLGATE PALMOLIVE CO
325,133$33.8T1.38%
18
NFLXNETFLIX INC
44,648$31.7T1.29%
19
HDHOME DEPOT INC
69,890$28.3T1.15%
20
TOLTOLL BROTHERS INC
152,950$23.6T0.96%
21
UBERUBER TECHNOLOGIES INC
304,270$22.9T0.93%
22
SBUXSTARBUCKS CORP
224,100$21.8T0.89%
23
ASMLASML HOLDING N V
24,627$20.5T0.84%
24
MSCIMSCI INC
29,120$17.0T0.69%
25
EEMISHARES TR
354,240$16.2T0.66%
26
EWJISHARES INC
222,650$15.9T0.65%
27
SNPSSYNOPSYS INC
31,447$15.9T0.65%
28
IWNISHARES TR
92,380$15.4T0.63%
29
FTAIFTAI AVIATION LTD
115,000$15.3T0.62%
30
XHBSPDR SER TR
121,590$15.1T0.62%
31
ADMAADMA BIOLOGICS INC
692,966$13.9T0.56%
32
GQ9SPDR GOLD TR
51,775$12.6T0.51%
33
FTITECHNIPFMC PLC
469,280$12.3T0.50%
34
XLFSELECT SECTOR SPDR TR
271,290$12.3T0.50%
35
ADBEADOBE INC
23,130$12.0T0.49%
36
CRSCARPENTER TECHNOLOGY CORP
74,720$11.9T0.49%
37
XBISPDR SER TR
115,580$11.4T0.47%
38
EVREVERCORE INC
44,880$11.4T0.46%
39
XLRESELECT SECTOR SPDR TR
250,070$11.2T0.46%
40
XLVSELECT SECTOR SPDR TR
71,120$11.0T0.45%
41
BCOBRINKS CO
92,770$10.7T0.44%
42
TJXTJX COS INC NEW
87,660$10.3T0.42%
43
DHRDANAHER CORPORATION
36,430$10.1T0.41%
44
KWEBKRANESHARES TRUST
295,170$10.0T0.41%
45
RDNTRADNET INC
143,213$9.9T0.41%
46
GKOSGLAUKOS CORP
73,830$9.6T0.39%
47
JLLJONES LANG LASALLE INC
35,610$9.6T0.39%
48
CYBRCYBERARK SOFTWARE LTD
32,930$9.6T0.39%
49
DYHTARGET CORP
60,590$9.4T0.38%
50
LNTHLANTHEUS HLDGS INC
83,640$9.2T0.37%
51
NTRANATERA INC
71,400$9.1T0.37%
52
TSMTAIWAN SEMICONDUCTOR MFG LTD
51,180$8.9T0.36%
53
MODMODINE MFG CO
66,540$8.8T0.36%
54
DWDMORGAN STANLEY
81,820$8.5T0.35%
55
RACEFERRARI N V
17,938$8.4T0.34%
56
JT5MUELLER WTR PRODS INC
384,980$8.4T0.34%
57
TTEKTETRA TECH INC NEW
173,550$8.2T0.33%
58
APGAPI GROUP CORP
246,863$8.2T0.33%
59
PGRPROGRESSIVE CORP
32,060$8.1T0.33%
60
XPOXPO INC
75,554$8.1T0.33%
61
THCTENET HEALTHCARE CORP
48,870$8.1T0.33%
62
AXPAMERICAN EXPRESS CO
29,905$8.1T0.33%
63
PAHUSDELEMENT SOLUTIONS INC
297,520$8.1T0.33%
64
IAKISHARES TR
62,070$8.0T0.33%
65
ZETAZETA GLOBAL HOLDINGS CORP
267,380$8.0T0.33%
66
GDXVANECK ETF TRUST
198,580$7.9T0.32%
67
KDKYNDRYL HLDGS INC
337,970$7.8T0.32%
68
TMDXTRANSMEDICS GROUP INC
49,170$7.7T0.31%
69
KNFKNIFE RIVER CORP
85,690$7.7T0.31%
70
WIXWIX COM LTD
45,300$7.6T0.31%
71
PIIMPINJ INC
34,196$7.4T0.30%
72
HASHASBRO INC
100,840$7.3T0.30%
73
DYDYCOM INDS INC
36,880$7.3T0.30%
74
SFSTIFEL FINL CORP
76,830$7.2T0.29%
75
APPFAPPFOLIO INC
30,490$7.2T0.29%
76
VRNSVARONIS SYS INC
125,620$7.1T0.29%
77
IBPINSTALLED BLDG PRODS INC
28,450$7.0T0.29%
78
WDWALKER & DUNLOP INC
61,160$6.9T0.28%
79
FLRFLUOR CORP NEW
144,470$6.9T0.28%
80
LGNDLIGAND PHARMACEUTICALS INC
67,923$6.8T0.28%
81
JPMJPMORGAN CHASE & CO.
32,085$6.8T0.28%
82
CHRCHURCHILL DOWNS INC
49,870$6.7T0.27%
83
GWREGUIDEWIRE SOFTWARE INC
36,840$6.7T0.27%
84
KKRKKR & CO INC
49,570$6.5T0.26%
85
FXIISHARES TR
203,180$6.5T0.26%
86
EFAISHARES TR
76,840$6.4T0.26%
87
CRCRANE COMPANY
40,520$6.4T0.26%
88
K6BKBR INC
98,210$6.4T0.26%
89
XLISELECT SECTOR SPDR TR
47,150$6.4T0.26%
90
OLLIOLLIES BARGAIN OUTLET HLDGS
65,070$6.3T0.26%
91
PCVXVAXCYTE INC
54,620$6.2T0.25%
92
LITELUMENTUM HLDGS INC
97,900$6.2T0.25%
93
CWSTCASELLA WASTE SYS INC
61,960$6.2T0.25%
94
PEGAPEGASYSTEMS INC
83,410$6.1T0.25%
95
LENLENNAR CORP
32,435$6.1T0.25%
96
FOURSHIFT4 PMTS INC
68,500$6.1T0.25%
97
GMEDGLOBUS MED INC
84,780$6.1T0.25%
98
PARPAR TECHNOLOGY CORP
116,370$6.1T0.25%
99
VMIVALMONT INDS INC
20,890$6.1T0.25%
100
ALKTALKAMI TECHNOLOGY INC
191,820$6.1T0.25%
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