Stock Taper 
CASTLEARK MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Knight-Swift Transportation Holdings Inc. | KNX | 120.56K | $9.39M |
 Advanced Micro Devices, Inc. | AMD | 118.86K | $69.05M |
 Xometry, Inc. | XMTR | 117.52K | $11.34M |
 V.F. Corporation | VFC | 115.75K | $1.93M |
 Kinder Morgan, Inc. | KMI | 114.73K | $3.67M |
 Rush Enterprises, Inc. | RUSHA | 113.95K | $8.32M |
 Solstice Advanced Materials Inc. | SOLS | 108.98K | $9.66M |
 Nextdecade Corp | NEXT | 106.25K | $801.13K |
 Hexcel Corporation | HXL | 106.05K | $10.61M |
 Cardinal Infrastructure Group Inc. | CDNL | 103.02K | $9.7M |
 Casella Waste Systems, Inc. | CWST | 100.46K | $9.74M |
 Cogent Biosciences, Inc. | COGT | 99.87K | $3.86M |
 Stifel Financial Corp | SF | 98.21K | $6.85M |
 UL Solutions Inc. | ULS | 96.78K | $9.86M |
 Ultra Clean Holdings, Inc. | UCTT | 95.77K | $13.66M |
 Meta Platforms, Inc. | META | 93.74K | $52.81M |
 Twilio Inc. | TWLO | 92.39K | $19.06M |
 Walmart Inc. | WMT | 91.57K | $10.37M |
 Mastercard Incorporated | MA | 91.46K | $46.97M |
 Semtech Corporation | SMTC | 91.22K | $14.76M |