CASTLEARK MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1106832 · latest 13F-HR filed 2026-08-14

CASTLEARK MANAGEMENT LLC manages $3.71B in 13F-reported U.S. long-equity assets across 309 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.01%), GOOGL (4.89%), AAPL (3.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 59 new positions, exited 42, added to 134, and trimmed 75.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1 N WACKER DR
STE 3950
CHICAGO, IL 60606
Phone
(312) 456-9682
Filing Manager
CASTLEARK MANAGEMENT LLC
CHICAGO, IL
Signatory
James Castellini
Chief Legal Officer
Loading holdings…
AUM

$3.71B

Long-equity book

Holdings

309

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+59 / −42 / ↑134 / ↓75

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$61.0M +50.8%
  • LAM RESEARCH CORP$51.0M +70.9%
  • ADVANCED MICRO DEVICES INC$51.0M +281.6%
  • APPLE INC$47.8M +53.8%
  • NVIDIA CORPORATION$40.6M +18.5%
Show all 134

Top Trims

  • SCHWAB CHARLES CORP-$46.5M -98.2%
  • SHOPIFY INC-$26.9M -73.0%
  • CHEVRON CORPORATION-$26.3M -93.0%
  • META PLATFORMS INC-$18.1M -25.5%
  • DIAMONDBACK ENERGY INC-$12.7M -44.4%
Show all 75

New Positions

  • SHARKNINJA INC$19.4M
  • ASCENDIS PHARMA A/S$16.5M
  • HEXCEL CORP NEW$10.6M
  • CROCS INC$10.4M
  • SENSIENT TECHNOLOGIES CORP$10.2M
Show all 59

Exited Positions

  • ULTA BEAUTY INC$26.5M
  • ASCENDIS PHARMA A/S$15.5M
  • FIVE BELOW INC$9.2M
  • TUTOR PERINI CORP$9.0M
  • HASBRO INC$8.9M
Show all 42
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $260.0M 7.01% 1,299,605 SH
2 ALPHABET INC GOOGL 02079K305 $181.2M 4.89% 507,093 SH
3 APPLE INC AAPL 037833100 $136.6M 3.68% 472,108 SH
4 LAM RESEARCH CORP LRCX 512807306 $123.0M 3.32% 283,808 SH
5 MICROSOFT CORP MSFT 594918104 $109.2M 2.94% 292,770 SH
6 ELI LILLY & CO LLY 532457108 $105.2M 2.84% 87,697 SH
7 BROADCOM INC AVGO 11135F101 $92.1M 2.48% 243,896 SH
8 SPDR SERIES TRUST SPIB 78464A375 $90.0M 2.43% 2,688,380 SH
9 VISA INC V 92826C839 $81.0M 2.18% 236,166 SH
10 ARISTA NETWORKS INC ANET 040413205 $80.4M 2.17% 473,319 SH
11 ISHARES TR GOVT 46429B267 $75.8M 2.04% 3,329,569 SH
12 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $69.6M 1.88% 1,487,800 SH
13 ADVANCED MICRO DEVICES INC AMD 007903107 $69.0M 1.86% 118,865 SH
14 GILEAD SCIENCES INC GILD 375558103 $66.6M 1.80% 527,542 SH
15 AMAZON COM INC AMZN 023135106 $63.9M 1.72% 268,249 SH
16 GE VERNOVA INC GEV 36828A101 $54.2M 1.46% 46,101 SH
17 META PLATFORMS INC META 30303M102 $52.8M 1.42% 93,744 SH
18 ANALOG DEVICES INC ADI 032654105 $48.0M 1.29% 120,934 SH
19 MASTERCARD INCORPORATED MA 57636Q104 $47.0M 1.27% 91,462 SH
20 MORGAN STANLEY MS 617446448 $43.6M 1.18% 208,542 SH
21 SNOWFLAKE INC SNOW 833445109 $42.5M 1.14% 166,818 SH
22 VERTIV HOLDINGS CO VRT 92537N108 $41.5M 1.12% 123,901 SH
23 TAPESTRY INC TPR 876030107 $38.9M 1.05% 265,749 SH
24 SPDR SERIES TRUST SPTS 78468R101 $38.7M 1.04% 1,334,080 SH
25 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $33.7M 0.91% 448,330 SH
26 SERVICENOW INC NOW 81762P102 $31.9M 0.86% 321,623 SH
27 ISHARES TR TLH 464288653 $25.9M 0.70% 258,432 SH
28 BOOKING HOLDINGS INC BKNG 09857L108 $24.4M 0.66% 136,776 SH
29 MOODYS CORP MCO 615369105 $24.2M 0.65% 53,444 SH
30 TESLA INC TSLA 88160R101 $20.2M 0.55% 48,070 SH
31 CATERPILLAR INC CAT 149123101 $20.2M 0.54% 18,980 SH
32 GE AEROSPACE GE 369604301 $19.7M 0.53% 52,830 SH
33 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $19.7M 0.53% 41,210 SH
34 LIGAND PHARMACEUTICALS INC LGND 53220K504 $19.6M 0.53% 62,043 SH
35 SHARKNINJA INC SN G8068L108 $19.4M 0.52% 127,170 SH
36 ISHARES TR MBB 464288588 $19.3M 0.52% 204,235 SH
37 TWILIO INC TWLO 90138F102 $19.1M 0.51% 92,390 SH
38 BAKER HUGHES COMPANY BKR 05722G100 $18.3M 0.49% 330,020 SH
39 GARRETT MOTION INC GTX 366505105 $17.0M 0.46% 469,470 SH
40 JPMORGAN CHASE & CO JPM 46625H100 $16.5M 0.45% 50,525 SH
41 ASCENDIS PHARMA A/S ASND K08588103 $16.5M 0.44% 61,696 SH
42 HUNT J B TRANS SVCS INC JBHT 445658107 $16.4M 0.44% 56,520 SH
43 DIAMONDBACK ENERGY INC FANG 25278X109 $15.9M 0.43% 90,680 SH
44 GENERAL MTRS CO GM 37045V100 $15.4M 0.41% 199,440 SH
45 BRIGHTSPRING HEALTH SVCS INC BTSG 10950A106 $14.8M 0.40% 212,430 SH
46 SEMTECH CORP SMTC 816850101 $14.8M 0.40% 91,218 SH
47 FIRSTCASH HOLDINGS INC FCFS 33768G107 $14.8M 0.40% 68,190 SH
48 MARRIOTT INTL INC NEW MAR 571903202 $14.0M 0.38% 37,910 SH
49 ISHARES TR IGIB 464288638 $13.8M 0.37% 259,994 SH
50 TJX COS INC NEW TJX 872540109 $13.7M 0.37% 90,620 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $3.71B 309 0001106832-26-000004
2026-03-31 2026-05-15 $3.02B 292 0001106832-26-000003
2025-12-31 2026-02-13 $3.41B 294 0001106832-26-000001
2025-09-30 2025-11-17 $3.57B 284 0001106832-25-000008