Stock Taper

CASTLEARK MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UL Solutions Inc.ULS96.78K$9.86M
Stifel Financial CorpSF98.21K$6.85M
Cogent Biosciences, Inc.COGT99.87K$3.86M
Casella Waste Systems, Inc.CWST100.46K$9.74M
Cardinal Infrastructure Group Inc.CDNL103.02K$9.7M
Hexcel CorporationHXL106.05K$10.61M
Nextdecade CorpNEXT106.25K$801.13K
Solstice Advanced Materials Inc.SOLS108.98K$9.66M
Rush Enterprises, Inc.RUSHA113.95K$8.32M
Kinder Morgan, Inc.KMI114.73K$3.67M
V.F. CorporationVFC115.75K$1.93M
Xometry, Inc.XMTR117.52K$11.34M
Advanced Micro Devices, Inc.AMD118.86K$69.05M
Knight-Swift Transportation Holdings Inc.KNX120.56K$9.39M
Analog Devices, Inc.ADI120.93K$48.03M
Vertiv Holdings CoVRT123.9K$41.48M
Helios Technologies, Inc.HLIO125.41K$11.19M
Solaris Energy Infrastructure, Inc.SEI125.81K$10.12M
SharkNinja, Inc.SN127.17K$19.36M
HealthEquity, Inc.HQY127.77K$11.54M