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Castleark Management LLC

CIK:0001106832
Asset Manager
$4B AUM
275 holdings
Chicago, IL, United States
Founded:1999
35 employees
Latest filing:Jun 30, 2025

CastleArk Management LLC is an independent, employee-owned investment manager headquartered in Chicago, Illinois. Founded in 1999, the firm specializes in active equity and alternative investment strategies and serves a diverse institutional and high-net-worth client base. CastleArk employs a team-based approach and integrates detailed fundamental research with risk management to deliver performance across equity, growth, and alternative asset classes. The firm is registered with the SEC as an investment adviser.

Investment Strategy

CastleArk Management focuses on active management strategies across public equities and alternatives, leveraging fundamental research and disciplined risk management. The firm emphasizes a team-driven investment process to identify long-term, sustainable growth opportunities in U.S. and global markets. CastleArk serves institutional and high-net-worth clients, tailoring strategies to achieve risk-adjusted returns and client objectives, commonly employing both traditional and alternative investment mandates.

Top Buys
N
NVDANVIDIA CORPORATION
+$102.3M
M
MSFTMICROSOFT CORP
+$81.6M
P
PMPHILIP MORRIS INTL INC
+$47.1M
L
LRCXLAM RESEARCH CORP
+$34.4M
S
SNOWSNOWFLAKE INC
+$34.4M
Top Sells
A
AAPLAPPLE INC
-$53.4M
Q
QQQINVESCO QQQ TR
-$31.2M
L
LLYELI LILLY & CO
-$29.8M
B
BXBLACKSTONE INC
-$23.0M
T
TLTISHARES TR
-$22.8M

Top Holdings

N
NVDANVIDIA CORPORATION
+6.7%$224.1M
M
MSFTMICROSOFT CORP
+5.6%$185.0M
A
AMZNAMAZON COM INC
+3.9%$131.3M
M
METAMETA PLATFORMS INC
+3.4%$112.7M
N
NFLXNETFLIX INC
+2.6%$85.8M

Equity Positions (272)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION6.74%$224.1M1,418,598$48.96$157.99+$102.3M
M
MSFT
MICROSOFT CORP5.56%$185.0M371,994$275.96$497.41+$81.6M
A
AMZN
AMAZON COM INC3.95%$131.3M598,607$126.77$219.39+$22.8M
M
META
META PLATFORMS INC3.39%$112.7M152,735$360.87$738.09+$30.3M
N
NFLX
NETFLIX INC2.58%$85.8M64,063$771.35$1339.13+$14.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+10.9%
SEMICONDUCTORS & RELATED DEVICES
+8.6%
SERVICES-BUSINESS SERVICES, NEC
+6.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.9%