Burkehill Global Management, LP
Q2 2026 13F filing
Updated 27 days ago173 disclosed positions worth $2.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPCX SPACE EXPLORATION TECHN CORP | $640.7M | 3.75M | 23.13% | — |
| 2 | G GOOGN ALPHABET INC | $178.7M | 500.0K | 6.45% | — |
| 3 | G GOOGN ALPHABET INC | $176.7M | 500.0K | 6.38% | — |
| 4 | D DLR-PJ DIGITAL RLTY TR INC | $134.7M | 750.0K | 4.86% | — |
| 5 | F FPS FORGENT POWER SOLUTIONS INC | $83.8M | 1.50M | 3.03% | — |
| 6 | A AAPL APPLE INC | $78.1M | 270.0K | 2.82% | — |
| 7 | O O REALTY INCOME CORP | $77.5M | 1.25M | 2.80% | — |
| 8 | C CRWV COREWEAVE INC | $69.7M | 700.0K | 2.52% | — |
| 9 | A AEP AMERICAN ELEC PWR CO INC | $68.4M | 500.0K | 2.47% | — |
| 10 | M MDLN MEDLINE INC | $59.2M | 1.50M | 2.14% | — |
| 11 | S SNPS SYNOPSYS INC | $58M | 130.0K | 2.09% | — |
| 12 | C CBRS CEREBRAS SYSTEMS INC | $44.2M | 200.0K | 1.60% | — |
| 13 | M MAC MACERICH CO | $44.1M | 1.75M | 1.59% | — |
| 14 | A AHR AMERICAN HEALTHCARE REIT INC | $41.7M | 800.0K | 1.51% | — |
| 15 | N NVDA NVIDIA CORPORATION | $40M | 200.0K | 1.44% | — |
| 16 | I INIO INNIO NV | $31.6M | 800.0K | 1.14% | — |
| 17 | S SARO STANDARDAERO INC | $29.9M | 1.00M | 1.08% | — |
| 18 | M MAIR MADISON AIR SOLUTIONS CORP | $28.3M | 725.0K | 1.02% | — |
| 19 | N NBIS NEBIUS GROUP N.V. | $27.6M | 100.0K | 1.00% | — |
| 20 | W WEC WEC ENERGY GROUP INC | $24.2M | 20.00M | 0.87% | — |
| 21 | D DLTR DOLLAR TREE INC | $24.2M | 200.0K | 0.87% | — |
| 22 | E EVRG EVERGY INC | $21.4M | 15.00M | 0.77% | — |
| 23 | V VIK VIKING HOLDINGS LTD | $20.9M | 200.0K | 0.76% | — |
| 24 | Q QNT QUANTINUUM INC | $18.8M | 230.0K | 0.68% | — |
| 25 | J JAN JANUS LIVING INC | $18.7M | 650.0K | 0.67% | — |
| 26 | A ARXS ARXIS INC | $17.3M | 375.0K | 0.62% | — |
| 27 | L LGN LEGENCE CORP | $17M | 200.0K | 0.62% | — |
| 28 | Y YSS YORK SPACE SYSTEMS INC | $16.5M | 668.7K | 0.59% | — |
| 29 | G GOOGN ALPHABET INC | $15.3M | 300.0K | 0.55% | — |
| 30 | S SOMN SOUTHERN CO | $15.2M | 15.00M | 0.55% | — |
| 31 | G GOOGN ALPHABET INC | $15.1M | 300.0K | 0.54% | — |
| 32 | G GDHLF GDS HLDGS LTD | $15M | 500.0K | 0.54% | — |
| 33 | K KRMN KARMAN HLDGS INC | $15M | 300.0K | 0.54% | — |
| 34 | D DPC DPC HOLDINGS PLC | $14.7M | 300.0K | 0.53% | — |
| 35 | F FRVO FERVO ENERGY CO | $13.7M | 470.0K | 0.50% | — |
| 36 | ? N/A SOLV ENERGY INC | $13.6M | 400.0K | 0.49% | — |
| 37 | T TRVI TREVI THERAPEUTICS INC | $13.5M | 725.0K | 0.49% | — |
| 38 | C COGT COGENT BIOSCIENCES INC | $12.6M | 325.0K | 0.45% | — |
| 39 | A ALH ALLIANCE LAUNDRY HLDGS INC | $11.9M | 450.0K | 0.43% | — |
| 40 | P PRAX PRAXIS PRECISION MEDICINES I | $11.7M | 35.0K | 0.42% | — |
| 41 | T TBBB BBB FOODS INC | $11.5M | 275.0K | 0.41% | — |
| 42 | O ORCL-PD ORACLE CORP | $11.2M | 250.0K | 0.41% | — |
| 43 | I INGM INGRAM MICRO HLDG CORP | $11M | 400.0K | 0.40% | — |
| 44 | M MIAX MIAMI INTL HLDGS INC | $10.8M | 290.0K | 0.39% | — |
| 45 | V VSH VISHAY INTERTECHNOLOGY INC | $10.8M | 200.0K | 0.39% | — |
| 46 | E EPRT ESSENTIAL PPTYS RLTY TR INC | $10.4M | 350.0K | 0.38% | — |
| 47 | R RAPP RAPPORT THERAPEUTICS INC | $10.4M | 250.0K | 0.38% | — |
| 48 | E ETSY ETSY INC | $9.5M | 10.00M | 0.34% | — |
| 49 | R RVMDW REVOLUTION MEDICINES INC | $9.4M | 50.0K | 0.34% | — |
| 50 | H HPP-PC HUDSON PACIFIC PROPERTIES IN | $8.7M | 571.4K | 0.31% | — |