Burkehill Global Management, LP
Net buyer this quarter
$2.77B
168
+$257M
56.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $641M | 23.13% | Not reported | New | Q2 2026 |
 GOOGL | $179M | 6.45% | 0.00% | New | Q2 2026 |
| GOOG | $177M | 6.38% | Not reported | New | Q2 2026 |
 DLR | $135M | 4.86% | 0.20% | Not reported | Q1 2026 |
 FPS | $83.8M | 3.03% | Not reported | -11.8% | Q1 2026 |
 AAPL | $78.1M | 2.82% | 0.00% | New | Q2 2026 |
 O | $77.5M | 2.80% | 0.13% | Not reported | Q4 2025 |
 CRWV | $69.7M | 2.52% | Not reported | Not reported | Q1 2025 |
 AEP | $68.4M | 2.47% | 0.09% | Not reported | Q1 2025 |
 MDLN | $59.2M | 2.14% | Not reported | -23.1% | Q4 2025 |
 SNPS | $58M | 2.09% | 0.07% | Not reported | Q1 2026 |
 CBRS | $44.2M | 1.60% | Not reported | New | Q2 2026 |
 MAC | $44.1M | 1.59% | 0.62% | Not reported | Q4 2024 |
 AHR | $41.7M | 1.51% | 0.41% | New | Q2 2026 |
 NVDA | $40M | 1.44% | 0.00% | New | Q2 2026 |
 INIO | $31.6M | 1.14% | 0.11% | New | Q2 2026 |
 SARO | $29.9M | 1.08% | 0.30% | -47.4% | Q4 2024 |
 MAIR | $28.3M | 1.02% | 72500.00% | New | Q2 2026 |
 NBIS | $27.6M | 1.00% | 0.04% | Not reported | Q4 2024 |
 DLTR | $24.2M | 0.87% | 0.10% | New | Q2 2026 |
 VIK | $20.9M | 0.76% | Not reported | -38.5% | Q4 2024 |
 QNT | $18.8M | 0.68% | Not reported | New | Q2 2026 |
 JAN | $18.7M | 0.67% | Not reported | Not reported | Q1 2026 |
 ARXS | $17.3M | 0.62% | Not reported | New | Q2 2026 |
 LGN | $17M | 0.62% | Not reported | -52.9% | Q3 2025 |
 YSS | $16.5M | 0.59% | 0.52% | Not reported | Q1 2026 |
| GOOGM | $15.3M | 0.55% | Not reported | New | Q2 2026 |
| GOOGN | $15.1M | 0.54% | Not reported | New | Q2 2026 |
 GDS | $15M | 0.54% | 0.05% | -28.6% | Q2 2025 |
 KRMN | $15M | 0.54% | 0.23% | +71.4% | Q1 2025 |
 DPC | $14.7M | 0.53% | 0.20% | New | Q2 2026 |
 FRVO | $13.7M | 0.50% | Not reported | New | Q2 2026 |
 MWH | $13.6M | 0.49% | Not reported | +185.7% | Q1 2026 |
 TRVI | $13.5M | 0.49% | 0.51% | +38.1% | Q2 2025 |
 COGT | $12.6M | 0.45% | 0.19% | -51.9% | Q3 2025 |
 ALH | $11.9M | 0.43% | 0.23% | Not reported | Q4 2025 |
 PRAX | $11.7M | 0.42% | 0.13% | Not reported | Q4 2025 |
 TBBB | $11.5M | 0.41% | Not reported | Not reported | Q1 2025 |
 INGM | $11M | 0.40% | 0.17% | +40.4% | Q4 2024 |
 MIAX | $10.8M | 0.39% | 0.29% | Not reported | Q3 2025 |
 VSH | $10.8M | 0.39% | 0.15% | New | Q2 2026 |
 EPRT | $10.4M | 0.38% | 0.16% | Not reported | Q1 2026 |
 RAPP | $10.4M | 0.38% | 0.52% | Not reported | Q3 2025 |
 RVMD | $9.36M | 0.34% | 0.02% | New | Q2 2026 |
 HPP | $8.68M | 0.31% | 1.05% | Not reported | Q2 2025 |
 CTRN | $8.68M | 0.31% | 1.80% | New | Q2 2026 |
 KYMR | $8.6M | 0.31% | 0.09% | Not reported | Q2 2025 |
 CYTK | $8.52M | 0.31% | 0.08% | New | Q2 2026 |
 ALHC | $8.33M | 0.30% | 0.17% | Not reported | Q4 2025 |
 MGEE | $8.15M | 0.29% | 0.27% | New | Q2 2026 |
| Q1 2026 | |||||
| DLR | $135M | 6.70% | 0.21% | New | Q1 2026 |
 LLY | $133M | 6.61% | 0.02% | New | Q1 2026 |
 FANG | $132M | 6.57% | 0.24% | New | Q1 2026 |
| MDLN | $86.8M | 4.30% | Not reported | +101.6% | Q4 2025 |
 SNDK | $79.4M | 3.94% | 0.08% | Not reported | Q2 2025 |
 NRG | $65.8M | 3.26% | 0.21% | New | Q1 2026 |
 GFS | $57.2M | 2.84% | 0.23% | New | Q1 2026 |
| CRWV | $54.2M | 2.69% | Not reported | +10.3% | Q1 2025 |
| SNPS | $51.5M | 2.56% | 0.07% | New | Q1 2026 |
| FPS | $49.8M | 2.47% | Not reported | New | Q1 2026 |
| SARO | $49.1M | 2.43% | 0.57% | +26.6% | Q4 2024 |
 HON | $44.1M | 2.19% | 0.03% | New | Q1 2026 |
 FIGR | $40.7M | 2.02% | Not reported | +71.4% | Q3 2025 |
 AMKR | $36M | 1.79% | 0.32% | New | Q1 2026 |
 DOCN | $32.6M | 1.62% | 0.36% | New | Q1 2026 |
| GDS | $28.2M | 1.40% | 0.07% | Not reported | Q2 2025 |
 LTM | $27.2M | 1.35% | 0.00% | Not reported | Q3 2025 |
| COGT | $26M | 1.29% | 0.40% | +107.7% | Q3 2025 |
 GLXY | $25.8M | 1.28% | 1400000.00% | Not reported | Q2 2025 |
 ULS | $25.7M | 1.28% | 0.15% | Not reported | Q4 2024 |
 SYM | $25.3M | 1.25% | 0.08% | Not reported | Q4 2025 |
| LGN | $24M | 1.19% | Not reported | Not reported | Q3 2025 |
| VIK | $23.9M | 1.18% | Not reported | -18.8% | Q4 2024 |
 LOAR | $22.9M | 1.14% | 0.43% | Not reported | Q2 2025 |
 VSEC | $16.6M | 0.82% | 0.32% | +200.0% | Q4 2025 |
 CHWY | $16.2M | 0.80% | 600000.00% | -20.0% | Q1 2025 |
| JAN | $15.3M | 0.76% | Not reported | New | Q1 2026 |
| YSS | $14.8M | 0.74% | 0.52% | New | Q1 2026 |
 KTOS | $14.1M | 0.70% | 0.11% | -42.9% | Q2 2025 |
| KRMN | $14M | 0.69% | 0.13% | -22.2% | Q1 2025 |
 GH | $13.9M | 0.69% | 0.11% | Not reported | Q4 2025 |
 HNGE | $13.5M | 0.67% | 2.14% | Not reported | Q2 2025 |
 RIG | $13.3M | 0.66% | 0.18% | -20.0% | Q3 2025 |
 KNTK | $12.1M | 0.60% | 0.19% | Not reported | Q1 2025 |
 CTRI | $11.7M | 0.58% | 0.40% | Not reported | Q2 2025 |
 HESM | $11.7M | 0.58% | 0.23% | Not reported | Q1 2025 |
 VIST | $11.3M | 0.56% | 0.16% | New | Q1 2026 |
| MIAX | $11.3M | 0.56% | 0.31% | Not reported | Q3 2025 |
| PRAX | $11.3M | 0.56% | 0.13% | +40.0% | Q4 2025 |
| EPRT | $10.6M | 0.53% | 0.16% | New | Q1 2026 |
| NBIS | $10.4M | 0.51% | 0.04% | -69.2% | Q4 2024 |
 WTTR | $9.95M | 0.49% | 1.61% | New | Q1 2026 |
 ADT | $9.86M | 0.49% | 0.19% | Not reported | Q4 2024 |
 WAY | $9.64M | 0.48% | 0.21% | -33.3% | Q4 2024 |
| ALH | $9.33M | 0.46% | 0.23% | Not reported | Q4 2025 |
 CENX | $8.8M | 0.44% | 0.15% | -70.0% | Q4 2025 |
| RAPP | $7.82M | 0.39% | 0.52% | Not reported | Q3 2025 |
 SLDE | $7.2M | 0.36% | 0.34% | Not reported | Q2 2025 |
| NUVL | $7.17M | 0.36% | 2.24% | Not reported | Q4 2025 |
 CURB | $7.09M | 0.35% | 0.26% | New | Q1 2026 |
| Q4 2025 | |||||
 ITT | $60.7M | 4.00% | 0.45% | New | Q4 2025 |
 SOFI | $52.4M | 3.45% | 0.16% | +100.0% | Q3 2025 |
 NDAQ | $48.6M | 3.20% | 0.09% | Not reported | Q2 2025 |
 EL | $47.1M | 3.10% | Not reported | New | Q4 2025 |
| CRWV | $45.4M | 2.99% | Not reported | -19.2% | Q1 2025 |
 ROL | $43.5M | 2.87% | 0.15% | New | Q4 2025 |
| SARO | $43M | 2.83% | 0.45% | Not reported | Q4 2024 |
| MDLN | $40.6M | 2.68% | Not reported | New | Q4 2025 |
| O | $33.8M | 2.23% | 0.06% | New | Q4 2025 |
| GLXY | $31.3M | 2.06% | 1400000.00% | Not reported | Q2 2025 |
| FIGR | $28.6M | 1.88% | Not reported | +16.7% | Q3 2025 |
| VIK | $28.6M | 1.88% | Not reported | Not reported | Q4 2024 |
| SYM | $28.3M | 1.86% | 0.08% | New | Q4 2025 |
| NBIS | $27.2M | 1.79% | 0.13% | Not reported | Q4 2024 |
| LOAR | $27.2M | 1.79% | 0.43% | -20.0% | Q2 2025 |
| KTOS | $26.6M | 1.75% | 0.21% | Not reported | Q2 2025 |
| CHWY | $24.8M | 1.63% | 750000.00% | Not reported | Q1 2025 |
| GDS | $24.4M | 1.61% | 0.07% | Not reported | Q2 2025 |
| ULS | $23.7M | 1.56% | 0.15% | Not reported | Q4 2024 |
 ACHR | $23.5M | 1.55% | 0.42% | +56.3% | Q2 2025 |
 SN | $22.4M | 1.47% | 0.14% | Not reported | Q3 2025 |
 MBLY | $20.9M | 1.38% | 0.93% | -33.3% | Q3 2025 |
| WAY | $19.7M | 1.29% | 0.31% | Not reported | Q4 2024 |
| CENX | $19.6M | 1.29% | 0.51% | New | Q4 2025 |
 RPRX | $19.3M | 1.27% | 0.13% | New | Q4 2025 |
 COHR | $18.5M | 1.22% | 0.06% | New | Q4 2025 |
| LGN | $18.3M | 1.20% | Not reported | +88.9% | Q3 2025 |
 ASTS | $18.2M | 1.20% | Not reported | New | Q4 2025 |
| KRMN | $16.5M | 1.08% | 0.17% | Not reported | Q1 2025 |
 BIRK | $16.4M | 1.08% | 0.21% | Not reported | Q2 2025 |
| HNGE | $16.3M | 1.07% | 2.14% | +133.3% | Q2 2025 |
| GH | $15.3M | 1.01% | 0.11% | New | Q4 2025 |
 AS | $14.9M | 0.98% | 0.07% | Not reported | Q2 2025 |
| MIAX | $12.9M | 0.85% | 0.34% | +93.3% | Q3 2025 |
 IDA | $12.7M | 0.83% | 0.19% | Not reported | Q2 2025 |
| ADT | $12.1M | 0.80% | 0.19% | Not reported | Q4 2024 |
| COGT | $11.5M | 0.76% | 0.20% | +62.5% | Q3 2025 |
| CDTX | $11M | 0.73% | 0.16% | Not reported | Q2 2025 |
 OGE | $10.7M | 0.70% | 0.12% | New | Q4 2025 |
 TTAN | $10.7M | 0.70% | 0.28% | Not reported | Q4 2024 |
| HESM | $10.4M | 0.68% | 0.23% | Not reported | Q1 2025 |
| RIG | $10.3M | 0.68% | 0.23% | -54.6% | Q3 2025 |
| CTRI | $10.1M | 0.67% | 0.40% | +100.0% | Q2 2025 |
 SPXC | $10M | 0.66% | 0.10% | Not reported | Q3 2025 |
 KVYO | $9.74M | 0.64% | Not reported | Not reported | Q2 2025 |
| ALH | $9.16M | 0.60% | 0.23% | New | Q4 2025 |
 SAIL | $9.1M | 0.60% | 0.08% | Not reported | Q1 2025 |
 SLI | $8.94M | 0.59% | 0.83% | New | Q4 2025 |
 GFL | $8.59M | 0.57% | Not reported | Not reported | Q1 2025 |
 AIR | $8.28M | 0.55% | 0.25% | New | Q4 2025 |
| Q3 2025 | |||||
| CRWV | $107M | 6.10% | Not reported | +29.3% | Q1 2025 |
| SNDK | $89.8M | 5.10% | 0.55% | Not reported | Q2 2025 |
 BRO | $70.3M | 4.00% | 0.22% | Not reported | Q2 2025 |
| GLXY | $47.3M | 2.69% | 1400000.00% | Not reported | Q2 2025 |
| NDAQ | $44.2M | 2.51% | 0.09% | Not reported | Q2 2025 |
| LTM | $43M | 2.44% | 0.00% | New | Q3 2025 |
| MBLY | $42.4M | 2.41% | 1.39% | New | Q3 2025 |
 VRSN | $42.1M | 2.39% | 0.16% | New | Q3 2025 |
| SARO | $40.9M | 2.33% | 0.45% | Not reported | Q4 2024 |
| LOAR | $40M | 2.27% | 0.53% | Not reported | Q2 2025 |
| NBIS | $36.5M | 2.07% | 0.14% | Not reported | Q4 2024 |
| KTOS | $32M | 1.82% | 0.21% | Not reported | Q2 2025 |
 FOX | $30.6M | 1.74% | Not reported | New | Q3 2025 |
| CHWY | $30.3M | 1.72% | 750000.00% | -16.7% | Q1 2025 |
 BEKE | $28.5M | 1.62% | Not reported | New | Q3 2025 |
 ETR | $28M | 1.59% | 0.07% | Not reported | Q1 2025 |
| GDS | $27.1M | 1.54% | 0.07% | Not reported | Q2 2025 |
| SOFI | $26.4M | 1.50% | 0.08% | New | Q3 2025 |
| VIK | $24.9M | 1.41% | Not reported | Not reported | Q4 2024 |
 LPLA | $23.3M | 1.32% | 0.09% | Not reported | Q1 2025 |
| WAY | $22.8M | 1.29% | 0.34% | +20.0% | Q4 2024 |
 KGS | $22.2M | 1.26% | 0.69% | +100.0% | Q4 2024 |
 PRMB | $22.1M | 1.26% | 0.27% | -33.3% | Q1 2025 |
| FIGR | $21.8M | 1.24% | Not reported | New | Q3 2025 |
| ULS | $21.3M | 1.21% | 0.15% | Not reported | Q4 2024 |
 MMYT | $21.1M | 1.20% | Not reported | Not reported | Q2 2025 |
| SN | $20.6M | 1.17% | 0.14% | New | Q3 2025 |
 ESLT | $20.4M | 1.16% | 0.09% | Not reported | Q2 2025 |
 TTWO | $19.4M | 1.10% | 0.04% | Not reported | Q2 2025 |
| ACHR | $19.2M | 1.09% | 0.31% | Not reported | Q2 2025 |
 QXO | $19.1M | 1.08% | 0.15% | Not reported | Q4 2024 |
| BIRK | $18.1M | 1.03% | 0.21% | Not reported | Q2 2025 |
 ADC | $17.8M | 1.01% | 0.22% | -54.6% | Q4 2024 |
| RIG | $17.2M | 0.97% | 0.50% | New | Q3 2025 |
 MRX | $16.8M | 0.96% | 0.69% | -16.7% | Q2 2025 |
| KRMN | $16.2M | 0.92% | 0.17% | Not reported | Q1 2025 |
 BBIO | $14.3M | 0.81% | 0.14% | Not reported | Q2 2025 |
 SFD | $14.1M | 0.80% | 0.15% | +200.0% | Q1 2025 |
| AS | $13.9M | 0.79% | 0.07% | Not reported | Q2 2025 |
 NWS | $13.8M | 0.79% | Not reported | New | Q3 2025 |
 LTH | $13.8M | 0.78% | 0.23% | Not reported | Q1 2025 |
| IDA | $13.2M | 0.75% | 0.19% | Not reported | Q2 2025 |
| ADT | $13.1M | 0.74% | 0.19% | Not reported | Q4 2024 |
 XEL | $12.9M | 0.73% | 0.03% | Not reported | Q4 2024 |
| HPP | $11M | 0.63% | 1.05% | Not reported | Q2 2025 |
| KNTK | $10.7M | 0.61% | 0.19% | Not reported | Q1 2025 |
 AEE | $10.4M | 0.59% | 0.04% | Not reported | Q2 2025 |
| HESM | $10.4M | 0.59% | 0.23% | Not reported | Q1 2025 |
| TTAN | $10.1M | 0.57% | 0.28% | -41.2% | Q4 2024 |
 MP | $10.1M | 0.57% | 0.08% | New | Q3 2025 |