CASTLEARK MANAGEMENT LLC

PrivateCIK: 1106832
Location

CHICAGO, IL

292
Positions
$3.02B
Total AUM (reported)
34.27M
Total Shares

Allocation by class

TOTAL AUM$3.02B292 positions
COM$1.77B58.7%
CL A$165.76M5.5%
STATE STREET SPD$147.67M4.9%
COM NEW$133.83M4.4%
CAP STK CL A$120.21M4.0%
COM CL A$119.54M4.0%
COM SHS$82.04M2.7%

Portfolio Concentration

Top 314.5%4–1017.7%11–2520.4%Rest47.4%TOP 1032.2%0%100%
Top 3$437.37M14.5%
4–10$535.59M17.7%
11–25$617.41M20.4%
Rest$1.43B47.4%

Top 3 weight

14.5%

Top 10 weight

32.2%

Voting Authority Distribution

Total shares with voting rights: 34.27M

Sole

Full voting authority

34.27M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole292
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings292
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares1.26M
TypeSH
Market value$219.40M
7.26%
Sole
1.26M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares418.02K
TypeSH
Market value$120.21M
3.98%
Sole
418.02K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares264.10K
TypeSH
Market value$97.76M
3.23%
Sole
264.10K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares2.69M
TypeSH
Market value$90.17M
2.98%
Sole
2.69M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares350.01K
TypeSH
Market value$88.83M
2.94%
Sole
350.01K
Shared
0.00
None
0.00

ISHARES TR

SOLE
US TREAS BD ETF
Shares3.33M
TypeSH
Market value$76.28M
2.52%
Sole
3.33M
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares336.74K
TypeSH
Market value$71.95M
2.38%
Sole
336.74K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares123.97K
TypeSH
Market value$70.92M
2.35%
Sole
123.97K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
MTG-BKD SECS ETF
Shares1.49M
TypeSH
Market value$69.85M
2.31%
Sole
1.49M
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares73.48K
TypeSH
Market value$67.58M
2.24%
Sole
73.48K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares202.70K
TypeSH
Market value$62.74M
2.08%
Sole
202.70K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares430.94K
TypeSH
Market value$52.91M
1.75%
Sole
430.94K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares245.86K
TypeSH
Market value$51.21M
1.69%
Sole
245.86K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
COM
Shares342.15K
TypeSH
Market value$47.69M
1.58%
Sole
342.15K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares504.05K
TypeSH
Market value$47.37M
1.57%
Sole
504.05K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares153.83K
TypeSH
Market value$46.49M
1.54%
Sole
153.83K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares92.01K
TypeSH
Market value$45.98M
1.52%
Sole
92.01K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares1.33M
TypeSH
Market value$38.93M
1.29%
Sole
1.33M
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares310.59K
TypeSH
Market value$36.84M
1.22%
Sole
310.59K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares41.49K
TypeSH
Market value$36.22M
1.20%
Sole
41.49K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
LG-TERM COR BD
Shares448.33K
TypeSH
Market value$33.50M
1.11%
Sole
448.33K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares303.76K
TypeSH
Market value$31.76M
1.05%
Sole
303.76K
Shared
0.00
None
0.00

TAPESTRY INC

SOLE
COM
Shares204.47K
TypeSH
Market value$28.85M
0.95%
Sole
204.47K
Shared
0.00
None
0.00

DIAMONDBACK ENERGY INC

SOLE
COM
Shares145.02K
TypeSH
Market value$28.68M
0.95%
Sole
145.02K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares136.55K
TypeSH
Market value$28.25M
0.93%
Sole
136.55K
Shared
0.00
None
0.00
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