Burkehill Global Management
$1.9B Assets Reported
212 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DLR | DIGITAL RLTY TR INC | 750,000 | $135M | 7.1% |
| LLY | ELI LILLY & CO | 145,000 | $133M | 7.0% |
| FANG | DIAMONDBACK ENERGY INC | 669,598 | $132M | 6.9% |
| MDLN | MEDLINE INC | 1,950,000 | $87M | 4.5% |
| SNDK | SANDISK CORP | 125,000 | $79M | 4.2% |
| NRG | NRG ENERGY INC | 450,000 | $66M | 3.4% |
| GFS | GLOBALFOUNDRIES INC | 1,285,919 | $57M | 3.0% |
| CRWV | COREWEAVE INC | 700,000 | $54M | 2.8% |
| SNPS | SYNOPSYS INC | 130,000 | $52M | 2.7% |
| FPS | FORGENT POWER SOLUTIONS INC | 1,700,000 | $50M | 2.6% |
Track Burkehill Global Management's 13F portfolio: $1.9B in reported holdings, 212 positions. Top holdings, AUM, and quarterly changes on SentiSense.