Institutional Fund
Burkehill Global Management, LP
New York, NYCIK 19045495 filings on record
Portfolio Value
$1.91B
Q1 2026
Holdings
175
Reported positions
New Buys
60
Opened this quarter
QoQ Change
+31.9%
from $1.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Digital Rlty Tr Inc7.1%
- Eli Lilly & Co7.0%
- Diamondback Energy Inc6.9%
- Medline Inc4.5%
- Sandisk Corp4.2%
- Nrg Energy Inc3.4%
- Other66.9%
Portfolio Holdings
175 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Digital Rlty Tr Inc | 750.0K | $135.16M | 7.1% | +750.0K | New |
| 2 | Eli Lilly & Co | 145.0K | $133.37M | 7.0% | +145.0K | New |
| 3 | Diamondback Energy Inc | 669.6K | $132.44M | 6.9% | +669.6K | New |
| 4 | Medline Inc | 1.95M | $86.78M | 4.5% | +982.5K | Added |
| 5 | Sandisk Corp | 125.0K | $79.42M | 4.2% | +125.0K | New |
| 6 | Nrg Energy Inc | 450.0K | $65.76M | 3.4% | +450.0K | New |
| 7 | Globalfoundries Inc | 1.29M | $57.20M | 3.0% | +1.29M | New |
| 8 | Coreweave Inc | 700.0K | $54.23M | 2.8% | +65.4K | Added |
| 9 | Synopsys Inc | 130.0K | $51.54M | 2.7% | +130.0K | New |
| 10 | Forgent Power Solutions Inc | 1.70M | $49.76M | 2.6% | +1.70M | New |
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