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Burkehill Global Management, LP 13F holdings

Filed 2026-08-14 · Burkehill Global Management, LP · 173 positions · $2.8B

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TickerCompanySharesValue% of portfolio
SPCXSPACE EXPLORATION TECHN CORP3.8M$640.7M23.1%
GOOGLALPHABET INC500.0K$178.7M6.5%
GOOGALPHABET INC500.0K$176.7M6.4%
DLRDIGITAL RLTY TR INC750.0K$134.7M4.9%
FORGENTFORGENT POWER SOLUTIONS INC1.5M$83.8M3.0%
AAPLAPPLE INC270.0K$78.1M2.8%
OREALTY INCOME CORP1.2M$77.5M2.8%
CRWVCOREWEAVE INC700.0K$69.7M2.5%
AEPAMERICAN ELEC PWR CO INC500.0K$68.4M2.5%
MEDLMEDLINE INC1.5M$59.2M2.1%
SNPSSYNOPSYS INC130.0K$58.0M2.1%
CBRSCEREBRAS SYSTEMS INC200.0K$44.2M1.6%
MACMACERICH CO1.8M$44.1M1.6%
AHRAMERICAN HEALTHCARE REIT INC800.0K$41.7M1.5%
NVDANVIDIA CORPORATION200.0K$40.0M1.4%
—INNIO NV800.0K$31.6M1.1%
SAROSTANDARDAERO INC1.0M$29.9M1.1%
MAIRMADISON AIR SOLUTIONS CORP725.0K$28.3M1.0%
NBISNEBIUS GROUP N.V.100.0K$27.6M1.0%
—WEC ENERGY GROUP INC20.0M$24.2M0.9%
DLTRDOLLAR TREE INC200.0K$24.2M0.9%
EVRG 4.5 12-15-27EVERGY INC15.0M$21.4M0.8%
—VIKING HOLDINGS LTD200.0K$20.9M0.8%
QNTQUANTINUUM INC230.0K$18.8M0.7%
JANJANUS LIVING INC650.0K$18.7M0.7%
ARXSARXIS INC375.0K$17.3M0.6%
LGNLEGENCE CORP200.0K$17.0M0.6%
YSSYORK SPACE SYSTEMS INC668.7K$16.5M0.6%
GOOGL 6.25 05-15-29 AALPHABET INC300.0K$15.3M0.6%
SO 3.25 06-15-28SOUTHERN CO15.0M$15.2M0.5%
GOOGL 6.25 05-15-29 BALPHABET INC300.0K$15.1M0.5%
GDSGDS HLDGS LTD500.0K$15.0M0.5%
KRMNKARMAN HLDGS INC300.0K$15.0M0.5%
—DPC HOLDINGS PLC300.0K$14.7M0.5%
FRVOFERVO ENERGY CO470.0K$13.7M0.5%
MWHSOLV ENERGY INC400.0K$13.6M0.5%
TRVITREVI THERAPEUTICS INC725.0K$13.5M0.5%
COGTCOGENT BIOSCIENCES INC325.0K$12.6M0.5%
ALHALLIANCE LAUNDRY HLDGS INC450.0K$11.9M0.4%
PRAXPRAXIS PRECISION MEDICINES I35.0K$11.7M0.4%
TBBBBBB FOODS INC275.0K$11.5M0.4%
ORCL 6.5 01-15-29 DORACLE CORP250.0K$11.2M0.4%
INGMINGRAM MICRO HLDG CORP400.0K$11.0M0.4%
MIAXMIAMI INTL HLDGS INC290.0K$10.8M0.4%
VSHVISHAY INTERTECHNOLOGY INC200.0K$10.8M0.4%
EPRTESSENTIAL PPTYS RLTY TR INC350.0K$10.4M0.4%
RAPPRAPPORT THERAPEUTICS INC250.0K$10.4M0.4%
ETSY 0.125 09-01-27ETSY INC10.0M$9.5M0.3%
RVMDREVOLUTION MEDICINES INC50.0K$9.4M0.3%
HPPHUDSON PACIFIC PROPERTIES IN571.4K$8.7M0.3%
CTRNCITI TRENDS INC150.0K$8.7M0.3%
KYMRKYMERA THERAPEUTICS INC75.0K$8.6M0.3%
CYTKCYTOKINETICS INC100.0K$8.5M0.3%
ALHCALIGNMENT HEALTHCARE INC350.0K$8.3M0.3%
MGEEMGE ENERGY INC100.0K$8.2M0.3%
AADXAPPLIED AEROSPACE & DEFENSE350.0K$8.0M0.3%
SLDESLIDE INS HLDGS INC400.0K$7.7M0.3%
IDYAIDEAYA BIOSCIENCES INC200.0K$7.5M0.3%
—BIOHAVEN LTD500.0K$7.4M0.3%
LEGNLEGEND BIOTECH CORP250.0K$7.2M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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