CASTLEARK MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGCO | 56K | $6.04M |
 | SANM | 56K | $6.45M |
 | SMTC | 56K | $3.98M |
 | TSM | 56K | $15.53M |
 | NFLX | 55K | $65.88M |
 | SNV | 55K | $2.69M |
 | TOL | 54K | $7.49M |
 | JPM | 53K | $16.83M |
 | BKR | 53K | $2.59M |
 | NOW | 53K | $48.75M |
 | GE | 53K | $15.87M |
 | AM | 52K | $1.01M |
 | HOOD | 52K | $7.43M |
 | CRDO | 52K | $7.54M |
 | KNF | 52K | $3.96M |
 | ORCL | 51K | $14.40M |
 | VST | 51K | $9.97M |
 | AROC | 51K | $1.33M |
 | PODD | 50K | $15.59M |
 | PM | 50K | $8.09M |
AGCO Corporation
AGCO
Shares Held
56K
Value
$6.04M
Sanmina Corporation
SANM
Shares Held
56K
Value
$6.45M
Semtech Corporation
SMTC
Shares Held
56K
Value
$3.98M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
56K
Value
$15.53M
Netflix, Inc.
NFLX
Shares Held
55K
Value
$65.88M
Synovus Financial Corp.
SNV
Shares Held
55K
Value
$2.69M
Toll Brothers, Inc.
TOL
Shares Held
54K
Value
$7.49M
JPMorgan Chase & Co.
JPM
Shares Held
53K
Value
$16.83M
Baker Hughes Company
BKR
Shares Held
53K
Value
$2.59M
ServiceNow, Inc.
NOW
Shares Held
53K
Value
$48.75M
GE Aerospace
GE
Shares Held
53K
Value
$15.87M
Antero Midstream Corporation
AM
Shares Held
52K
Value
$1.01M
Robinhood Markets, Inc.
HOOD
Shares Held
52K
Value
$7.43M
Credo Technology Group Holding Ltd
CRDO
Shares Held
52K
Value
$7.54M
Knife River Corporation
KNF
Shares Held
52K
Value
$3.96M
Oracle Corporation
ORCL
Shares Held
51K
Value
$14.40M
Vistra Corp.
VST
Shares Held
51K
Value
$9.97M
Archrock, Inc.
AROC
Shares Held
51K
Value
$1.33M
Insulet Corporation
PODD
Shares Held
50K
Value
$15.59M
Philip Morris International Inc.
PM
Shares Held
50K
Value
$8.09M