Arkolith/Funds/Castleark Management LLC

Castleark Management LLC

CIK 1106832
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Castleark Management LLC holds a diversified book of 309 reported positions worth $3.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Sharkninja Inc and trimmed Lam Research Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2013 would be +347% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
57
bought for the first time
+54 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
71
already held, bought more
+68 more · largest first
Sold out
42
exited the position entirely
+39 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+346.7%
+12.4%/yr · since Nov '13
Their reported book
+355.6%
held from quarter-end
S&P 500
+434.2%
same window
$10K$21K$32K$43K$53KNov '13Jun '16Jan '19Aug '21Mar '24Sep '26
Castleark Management LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +355.6%, a 9.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Castleark Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
50%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

88% mapped to company sectors

Information Technology
38%
Industrials
16%
ETFs / funds
12%
Health Care
10%
Consumer Discretionary
9%
Financials
8%
Materials
3%
Energy
2%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Castleark Management LLC

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP12 / 80$643.9M
Draper Asset Management, LLC9 / 80$175.4M
Ketron Financial16 / 80$276.6M
Hamilton Capital Partners, LLC9 / 80$282.1M
Hoey Investments, Inc33 / 80$625.2M
Howard Hughes Medical Institute13 / 80$359.0M
New World Advisors LLC24 / 80$462.1M
Integrated Financial Solutions, Inc.13 / 80$141.9M

Ranked by the share of each fund's own book sitting in the names it shares with Castleark Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

309 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$260.0M1.30M
7.0%
+3.3%
Added · +42K sh
2Alphabet Inc
CAP STK CL A
$181.2M507.1K
4.9%
+21%
Added · +89K sh
3Apple Inc
COM
$136.6M472.1K
3.7%
+35%
Added · +122K sh
4Lam Research Corp
COM NEW
$123.0M283.8K
3.3%
−16%
Reduced · −53K sh
5Microsoft Corp
COM
$109.2M292.8K
2.9%
+11%
Added · +29K sh
6Eli Lilly & Co
COM
$105.2M87.7K
2.8%
+19%
Added · +14K sh
7Broadcom Inc
COM
$92.1M243.9K
2.5%
+20%
Added · +41K sh
8SPDR Series Trust
ST INTER BD ETF
$90.0M2.69M
2.4%
Held
9Visa Inc
COM CL A
$81.0M236.2K
2.2%
+54%
Added · +82K sh
10Arista Networks Inc
COM SHS
$80.4M473.3K
2.2%
+9.8%
Added · +42K sh
11Ishares TR
US TREAS BD ETF
$75.8M3.33M
2.0%
Held
12Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$69.6M1.49M
1.9%
Held
13Advanced Micro Devices Inc
COM
$69.0M118.9K
1.9%
+34%
Added · +30K sh
14Gilead Sciences Inc
COM
$66.6M527.5K
1.8%
+54%
Added · +185K sh
15Amazon Com Inc
COM
$63.9M268.2K
1.7%
+9.1%
Added · +22K sh
16Ge Vernova Inc
COM
$54.2M46.1K
1.5%
+11%
Added · +5K sh
17Meta Platforms Inc
CL A
$52.8M93.7K
1.4%
−24%
Reduced · −30K sh
18Analog Devices Inc
COM
$48.0M120.9K
1.3%
+55%
Added · +43K sh
19Mastercard Incorporated
CL A
$47.0M91.5K
1.3%
−0.6%
Reduced · −551 sh
20Morgan Stanley
COM NEW
$43.6M208.5K
1.2%
+781%
Added · +185K sh
21Snowflake Inc
COM SHS
$42.5M166.8K
1.1%
+23%
Added · +31K sh
22Vertiv Holdings Co
COM CL A
$41.5M123.9K
1.1%
+10%
Added · +12K sh
23Tapestry Inc
COM
$38.9M265.7K
1.0%
+30%
Added · +61K sh
24SPDR Series Trust
ST SHO TREAS ETF
$38.7M1.33M
1.0%
Held
25Vanguard Scottsdale FDS
LG-TERM COR BD
$33.7M448.3K
0.9%
Held
26Servicenow Inc
COM
$31.9M321.6K
0.9%
+5.9%
Added · +18K sh
27Ishares TR
10-20 YR TRS ETF
$25.9M258.4K
0.7%
Held
28Booking Holdings Inc
COM
$24.4M136.8K
0.7%
28×
Added · +132K sh
29Moodys Corp
COM
$24.2M53.4K
0.7%
+216%
Added · +37K sh
30Tesla Inc
COM
$20.2M48.1K
0.5%
+23%
Added · +9K sh
31Caterpillar Inc
COM
$20.2M19.0K
0.5%
+36%
Added · +5K sh
32Ge Aerospace
COM NEW
$19.7M52.8K
0.5%
+72%
Added · +22K sh
33Taiwan Semiconductor Manufac
SPONSORED ADS
$19.7M41.2K
0.5%
Held
34Ligand Pharmaceuticals Inc
COM NEW
$19.6M62.0K
0.5%
+27%
Added · +13K sh
35Sharkninja Inc
COM SHS
$19.4M127.2K
0.5%
New
New position
36Ishares TR
MBS ETF
$19.3M204.2K
0.5%
Held
37Twilio Inc
CL A
$19.1M92.4K
0.5%
+245%
Added · +66K sh
38Baker Hughes Company
CL A
$18.3M330.0K
0.5%
−15%
Reduced · −57K sh
39Garrett Motion Inc
COM
$17.0M469.5K
0.5%
−3.8%
Reduced · −19K sh
40JPMorgan Chase & Co
COM
$16.5M50.5K
0.4%
Held
41Ascendis Pharma A/s
ORD SHS
$16.5M61.7K
0.4%
New
New position
42Hunt J B Trans Svcs Inc
COM
$16.4M56.5K
0.4%
+150%
Added · +34K sh
43Diamondback Energy Inc
COM
$15.9M90.7K
0.4%
−37%
Reduced · −54K sh
44General MTRS Co
COM
$15.4M199.4K
0.4%
+101%
Added · +100K sh
45Brightspring Health Svcs Inc
COM
$14.8M212.4K
0.4%
−14%
Reduced · −35K sh
46Semtech Corp
COM
$14.8M91.2K
0.4%
−15%
Reduced · −17K sh
47Firstcash Holdings Inc
COM
$14.8M68.2K
0.4%
−3.6%
Reduced · −3K sh
48Marriott Intl Inc New
CL A
$14.0M37.9K
0.4%
+353%
Added · +30K sh
49Ishares TR
ISHS 5-10YR INVT
$13.8M260.0K
0.4%
Held
50TJX Cos Inc New
COM
$13.7M90.6K
0.4%
Held
Showing 50 of 309 positions
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Filing history

As-of date vs the date the SEC received each filing

$3.7B · Q2 2026Q3 2020 · $2.6BQ2 2026 · $3.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d309$3.7B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d292$3.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d294$3.4B13F-HR
Q3 2025Sep 30, 2025Nov 17, 202548d284$3.6B13F-HR
Q2 2025Jun 30, 2025Aug 18, 202549d275$3.3B13F-HR
Q1 2025Mar 31, 2025May 15, 202545d280$2.9B13F-HR
Q4 2024Dec 31, 2024Feb 18, 202549d283$2.9B13F-HR
Q3 2024Sep 30, 2024Nov 15, 202446d272$2.5B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d271$2.4B13F-HR
Q1 2024Mar 31, 2024May 16, 202446d278$2.4B13F-HR
Q4 2023Dec 31, 2023Feb 15, 202446d281$2.3B13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d274$2.0B13F-HR
Q2 2023Jun 30, 2023Aug 16, 202347d274$2.2B13F-HR
Q1 2023Mar 31, 2023May 16, 202346d272$2.0B13F-HR
Q4 2022Dec 31, 2022Feb 10, 202341d282$1.9B13F-HR
Q3 2022Sep 30, 2022Nov 15, 202246d284$1.8B13F-HR
Q2 2022Jun 30, 2022Aug 16, 202247d306$1.9B13F-HR
Q1 2022Mar 31, 2022May 16, 202246d321$2.3B13F-HR
Q4 2021Dec 31, 2021Feb 16, 202247d326$2.7B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202143d328$2.6B13F-HR
Q2 2021Jun 30, 2021Aug 17, 202148d335$3.0B13F-HR
Q1 2021Mar 31, 2021May 14, 202144d330$2.8B13F-HR
Q4 2020Dec 31, 2020Feb 17, 202148d328$2.7B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202047d343$2.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.