Institutions / Castleark Management LLC

Castleark Management LLC

CIK 1106832 · Institution · as of Mar 31, 2026
Portfolio value
$3.02B
Positions
292
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$3.02B-11.3%
$3.41B$3.21B$3.02BQ4 '25Q1 '26

Positions

292-0.7%
294293292Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 292 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$219.40M1,258,0127.3%
Alphabet Inc.$120.21M418,0194.0%
Microsoft Corp$97.76M264,1023.2%
SPDR Series Trust$90.17M2,688,3803.0%
Apple Inc.$88.83M350,0112.9%
iShares MSCI UAE ETF$76.28M3,329,5692.5%
Lam Research Corp$71.95M336,7402.4%
Meta Platforms Inc$70.92M123,9652.3%
Vanguard Scottsdale Fds$69.85M1,487,8002.3%
ELI LILLY & Co$67.58M73,4782.2%
Broadcom Inc.$62.74M202,7042.1%
Arista Networks, Inc.ANETCommon Stock$52.91M430,9351.8%
Amazon.com Inc$51.21M245,8611.7%
Gilead Sciences, Inc.$47.69M342,1501.6%
Schwab Charles Corp$47.37M504,0531.6%
Visa Inc$46.49M153,8261.5%
Mastercard Inc$45.98M92,0131.5%
SPDR Series Trust$38.93M1,334,0801.3%
Shopify Inc$36.84M310,5901.2%
GE Vernova Inc.$36.22M41,4891.2%
Vanguard Scottsdale Fds$33.50M448,3301.1%
ServiceNow Inc$31.76M303,7561.1%
Tapestry Inc$28.85M204,4701.0%
Diamondback Energy, Inc.$28.68M145,0200.9%
Chevron Corp$28.25M136,5500.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimAmazon.com Inc$-47.13M-226K
-47.93%
245,861
1.69% of portfolio
medium
Q1 2026
as of
TrimMicrosoft Corp$-39.00M-105K
-28.52%
264,102
3.23% of portfolio
medium
Q1 2026
as of
ExitBlackstone Inc$-37.65M-244K
-100.00%
medium
Q1 2026
as of
Exit464287465$-33.38M-348K
-100.00%
medium
Q1 2026
as of
NewDiamondback Energy, Inc.$28.68M+145K
145,020
0.95% of portfolio
medium
Q1 2026
as of
NewChevron Corp$28.25M+137K
136,550
0.93% of portfolio
medium
Q1 2026
as of
TrimNVIDIA Corp$-26.18M-150K
-10.66%
1,258,012
7.26% of portfolio
medium
Q1 2026
as of
ExitInsulet Corp$-23.01M-81K
-100.00%
medium
Q1 2026
as of
TrimLumentum Hldgs Inc$-21.35M-30K
-97.53%
770
0.02% of portfolio
medium
Q1 2026
as of
AddBaker Hughes Co$20.40M+334K
+629.45%
387,190
0.78% of portfolio
medium