CASTLE HOOK PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 813K | $361.69M |
 | FSLR | 679K | $149.69M |
 | DKS | 620K | $137.82M |
 | APP | 605K | $434.73M |
 | DXCM | 604K | $40.66M |
 | BTU | 415K | $11.00M |
 | LLY | 399K | $304.48M |
 | ANET | 383K | $55.75M |
 | METC | 331K | $10.99M |
 | CBRE | 299K | $47.14M |
 | FIX | 279K | $230.17M |
 | TSCO | 225K | $12.80M |
 | OWL | 155K | $2.62M |
 | META | 151K | $110.80M |
 | CNR | 129K | $10.78M |
 | ALK | 89K | $4.44M |
 | COF | 79K | $16.82M |
 | SCCO | 69K | $8.34M |
 | SNDK | 34K | $3.79M |
 | SE | 33K | $5.93M |
Tesla, Inc.
TSLA
Shares Held
813K
Value
$361.69M
First Solar, Inc.
FSLR
Shares Held
679K
Value
$149.69M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
620K
Value
$137.82M
AppLovin Corporation
APP
Shares Held
605K
Value
$434.73M
DexCom, Inc.
DXCM
Shares Held
604K
Value
$40.66M
Peabody Energy Corporation
BTU
Shares Held
415K
Value
$11.00M
Eli Lilly and Company
LLY
Shares Held
399K
Value
$304.48M
Arista Networks, Inc.
ANET
Shares Held
383K
Value
$55.75M
Ramaco Resources, Inc.
METC
Shares Held
331K
Value
$10.99M
CBRE Group, Inc.
CBRE
Shares Held
299K
Value
$47.14M
Comfort Systems USA, Inc.
FIX
Shares Held
279K
Value
$230.17M
Tractor Supply Company
TSCO
Shares Held
225K
Value
$12.80M
Blue Owl Capital Inc.
OWL
Shares Held
155K
Value
$2.62M
Meta Platforms, Inc.
META
Shares Held
151K
Value
$110.80M
Core Natural Resources, Inc.
CNR
Shares Held
129K
Value
$10.78M
Alaska Air Group, Inc.
ALK
Shares Held
89K
Value
$4.44M
Capital One Financial Corporation
COF
Shares Held
79K
Value
$16.82M
Southern Copper Corporation
SCCO
Shares Held
69K
Value
$8.34M
Sandisk Corporation
SNDK
Shares Held
34K
Value
$3.79M
Sea Limited
SE
Shares Held
33K
Value
$5.93M