CASTLEARK MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.38M | $257.02M |
 | PLUG | 728K | $1.70M |
 | GENI | 705K | $8.72M |
 | SCHW | 612K | $58.40M |
 | LRCX | 504K | $67.50M |
 | MCHP | 472K | $30.33M |
 | ARLO | 428K | $7.26M |
 | SAN | 406K | $4.25M |
 | ANET | 402K | $58.65M |
 | GTES | 398K | $9.89M |
 | AMZN | 391K | $85.77M |
 | RKT | 384K | $7.43M |
 | PRCH | 381K | $6.39M |
 | AAPL | 380K | $96.76M |
 | GOOGL | 374K | $90.89M |
 | MSFT | 362K | $187.29M |
 | ZETA | 354K | $7.04M |
 | EYE | 352K | $10.28M |
 | SHOP | 338K | $50.27M |
 | PL | 305K | $3.96M |
NVIDIA Corporation
NVDA
Shares Held
1.38M
Value
$257.02M
Plug Power Inc.
PLUG
Shares Held
728K
Value
$1.70M
Genius Sports Limited
GENI
Shares Held
705K
Value
$8.72M
The Charles Schwab Corporation
SCHW
Shares Held
612K
Value
$58.40M
Lam Research Corporation
LRCX
Shares Held
504K
Value
$67.50M
Microchip Technology Incorporated
MCHP
Shares Held
472K
Value
$30.33M
Arlo Technologies, Inc.
ARLO
Shares Held
428K
Value
$7.26M
Banco Santander, S.A.
SAN
Shares Held
406K
Value
$4.25M
Arista Networks, Inc.
ANET
Shares Held
402K
Value
$58.65M
Gates Industrial Corporation plc
GTES
Shares Held
398K
Value
$9.89M
Amazon.com, Inc.
AMZN
Shares Held
391K
Value
$85.77M
Rocket Companies, Inc.
RKT
Shares Held
384K
Value
$7.43M
Porch Group, Inc.
PRCH
Shares Held
381K
Value
$6.39M
Apple Inc.
AAPL
Shares Held
380K
Value
$96.76M
Alphabet Inc.
GOOGL
Shares Held
374K
Value
$90.89M
Microsoft Corporation
MSFT
Shares Held
362K
Value
$187.29M
Zeta Global Holdings Corp.
ZETA
Shares Held
354K
Value
$7.04M
National Vision Holdings, Inc.
EYE
Shares Held
352K
Value
$10.28M
Shopify Inc.
SHOP
Shares Held
338K
Value
$50.27M
Planet Labs PBC
PL
Shares Held
305K
Value
$3.96M