CASTLEARK MANAGEMENT LLC Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$2.9T

Holdings

283

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
677,429$169.6B5.92%
2
NVDANVIDIA CORPORATION
1,074,038$144.2B5.03%
3
MSFTMICROSOFT CORP
339,924$143.3B5.00%
4
SPIBSPDR SER TR
3,757,660$123.1B4.29%
5
AMZNAMAZON COM INC
560,195$122.9B4.29%
6
METAMETA PLATFORMS INC
126,828$74.3B2.59%
7
VMBSVANGUARD SCOTTSDALE FDS
1,609,080$73.0B2.54%
8
BXBLACKSTONE INC
417,020$71.9B2.51%
9
MAMASTERCARD INCORPORATED
135,269$71.2B2.48%
10
GOOGLALPHABET INC
361,699$68.5B2.39%
11
ANETARISTA NETWORKS INC
607,360$67.1B2.34%
12
NFLXNETFLIX INC
73,878$65.8B2.30%
13
VVISA INC
206,615$65.3B2.28%
14
NOWSERVICENOW INC
59,946$63.5B2.22%
15
AVGOBROADCOM INC
260,820$60.5B2.11%
16
ISRGINTUITIVE SURGICAL INC
90,469$47.2B1.65%
17
TTDTHE TRADE DESK INC
384,850$45.2B1.58%
18
APOAPOLLO GLOBAL MGMT INC
226,890$37.5B1.31%
19
AQLTISHARES TR
1,621,369$37.3B1.30%
20
LLYELI LILLY & CO
42,766$33.0B1.15%
21
SHOPSHOPIFY INC
271,270$28.8B1.01%
22
TTTRANE TECHNOLOGIES PLC
73,090$27.0B0.94%
23
FICOFAIR ISAAC CORP
13,110$26.1B0.91%
24
TLHISHARES TR
215,592$21.5B0.75%
25
SBUXSTARBUCKS CORP
231,760$21.1B0.74%
26
VRTXVERTEX PHARMACEUTICALS INC
46,485$18.7B0.65%
27
MBBISHARES TR
196,905$18.1B0.63%
28
DOCUDOCUSIGN INC
196,450$17.7B0.62%
29
SPTSSPDR SER TR
607,790$17.6B0.61%
30
TLTISHARES TR
190,360$16.6B0.58%
31
UBERUBER TECHNOLOGIES INC
263,780$15.9B0.55%
32
EQTEQT CORP
333,050$15.4B0.54%
33
MPCMARATHON PETE CORP
98,389$13.7B0.48%
34
CRMSALESFORCE INC
38,880$13.0B0.45%
35
CRDOCREDO TECHNOLOGY GROUP HOLDI
181,360$12.2B0.43%
36
FTAIFTAI AVIATION LTD
84,170$12.1B0.42%
37
DECKDECKERS OUTDOOR CORP
56,710$11.5B0.40%
38
FTITECHNIPFMC PLC
385,780$11.2B0.39%
39
EVREVERCORE INC
39,120$10.8B0.38%
40
GQ9SPDR GOLD TR
44,765$10.8B0.38%
41
IGIBISHARES TR
209,704$10.8B0.38%
42
TJXTJX COS INC NEW
87,660$10.6B0.37%
43
CYBRCYBERARK SOFTWARE LTD
31,560$10.5B0.37%
44
4I1PHILIP MORRIS INTL INC
87,160$10.5B0.37%
45
TSMTAIWAN SEMICONDUCTOR MFG LTD
50,780$10.0B0.35%
46
CATCATERPILLAR INC
27,470$10.0B0.35%
47
HQYHEALTHEQUITY INC
102,930$9.9B0.34%
48
XLVSELECT SECTOR SPDR TR
71,120$9.8B0.34%
49
IWNISHARES TR
58,880$9.7B0.34%
50
XPOXPO INC
72,734$9.5B0.33%
51
CLSCELESTICA INC
101,600$9.4B0.33%
52
PEGAPEGASYSTEMS INC
95,630$8.9B0.31%
53
XBISPDR SER TR
98,850$8.9B0.31%
54
LRCXLAM RESEARCH CORP
121,280$8.8B0.31%
55
JLLJONES LANG LASALLE INC
34,590$8.8B0.31%
56
VRNAVERONA PHARMA PLC
185,860$8.6B0.30%
57
BACBANK AMERICA CORP
193,290$8.5B0.30%
58
DDOMINION ENERGY INC
157,550$8.5B0.30%
59
MODMODINE MFG CO
72,550$8.4B0.29%
60
VSTVISTRA CORP
60,660$8.4B0.29%
61
KNFKNIFE RIVER CORP
82,190$8.4B0.29%
62
JT5MUELLER WTR PRODS INC
369,400$8.3B0.29%
63
SITMSITIME CORP
38,442$8.2B0.29%
64
GTESGATES INDL CORP PLC
400,860$8.2B0.29%
65
FOURSHIFT4 PMTS INC
78,940$8.2B0.29%
66
LVLNSPDR SER TR
135,000$8.1B0.28%
67
PARPAR TECHNOLOGY CORP
111,580$8.1B0.28%
68
RACEFERRARI N V
19,018$8.1B0.28%
69
AMATAPPLIED MATLS INC
49,629$8.1B0.28%
70
RRCRANGE RES CORP
223,910$8.1B0.28%
71
LITELUMENTUM HLDGS INC
93,940$7.9B0.28%
72
SFSTIFEL FINL CORP
73,660$7.8B0.27%
73
CRSCARPENTER TECHNOLOGY CORP
45,880$7.8B0.27%
74
GKOSGLAUKOS CORP
51,340$7.7B0.27%
75
LQDISHARES TR
71,170$7.6B0.27%
76
SMTCSEMTECH CORP
122,150$7.6B0.26%
77
ALKTALKAMI TECHNOLOGY INC
205,800$7.5B0.26%
78
WIXWIX COM LTD
35,130$7.5B0.26%
79
EWJISHARES INC
112,080$7.5B0.26%
80
WCCWESCO INTL INC
41,130$7.4B0.26%
81
RMBS*RAMBUS INC DEL
139,890$7.4B0.26%
82
DELLDELL TECHNOLOGIES INC
63,610$7.3B0.26%
83
RDNTRADNET INC
104,453$7.3B0.25%
84
VSECVSE CORP
76,180$7.2B0.25%
85
BCOBRINKS CO
76,930$7.1B0.25%
86
ETENERGY TRANSFER L P
360,310$7.1B0.25%
87
KDKYNDRYL HLDGS INC
202,550$7.0B0.24%
88
LGNDLIGAND PHARMACEUTICALS INC
65,113$7.0B0.24%
89
GTLSCHART INDS INC
36,220$6.9B0.24%
90
AXONAXON ENTERPRISE INC
11,570$6.9B0.24%
91
LAZLAZARD INC
133,080$6.9B0.24%
92
IAKISHARES TR
54,070$6.8B0.24%
93
WKWORKIVA INC
62,100$6.8B0.24%
94
EXLSEXLSERVICE HOLDINGS INC
152,050$6.7B0.24%
95
GMEDGLOBUS MED INC
81,330$6.7B0.23%
96
VCYTVERACYTE INC
169,430$6.7B0.23%
97
PGRPROGRESSIVE CORP
27,870$6.7B0.23%
98
VMIVALMONT INDS INC
21,710$6.7B0.23%
99
NTRANATERA INC
42,030$6.7B0.23%
100
ADMAADMA BIOLOGICS INC
386,366$6.6B0.23%
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