Burkehill Global Management, LP
CIK 1904549
13F filing for Q2 2026・No. 1,350
- Holdings
- US$2.77B
- Quarter change
- +US$752.95M
- Entries
- 173
- Net bought (estimate)
- +US$623.68M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 66
- Sold out 72
- Cut 13
- Added 5
- Corporate actions 0
- Unchanged 85
Largest holdings
169 stocks worth US$2.7B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | New | 3,750,000 | US$640.73M | 23.74% |
| GOOGLAlphabetCAP STK CL A | New | 500,000 | US$178.69M | 6.62% |
| GOOGALPHABET INCCAP STK CL C | New | 500,000 | US$176.67M | 6.54% |
| DLRDIGITAL RLTY TR INCCOM | Unchanged | 750,000 | US$134.69M | 4.99% |
| FPSFORGENT POWER SOLUTIONS INCCOM SHS CL A | Cut | 1,500,000 | US$83.79M | 3.10% |
| AAPLAppleCOM | New | 270,000 | US$78.13M | 2.89% |
| OREALTY INCOME CORPCOM | New | 1,250,000 | US$77.45M | 2.87% |
| CRWVCOREWEAVE INCCOM CL A | Unchanged | 700,000 | US$69.68M | 2.58% |
| AEPAMERICAN ELEC PWR CO INCCOM | New | 500,000 | US$68.41M | 2.53% |
| MDLNMEDLINE INCCOM CL A | Cut | 1,500,000 | US$59.16M | 2.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.