Institutions / Burkehill Global Management, LP
Burkehill Global Management, LP
CIK 1904549 · Institution · as of Dec 31, 2025
Portfolio value
$1.52B
Positions
158
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 158 →
| Company | Value | % of portfolio |
|---|---|---|
| Itt Inc. | $60.73M | 4.0% |
| SoFi Technologies, Inc. | $52.36M | 3.4% |
| NASDAQ, Inc. | $48.56M | 3.2% |
| Estee Lauder Cos Inc/The | $47.12M | 3.1% |
| CoreWeave, Inc. | $45.45M | 3.0% |
| Rollins Inc | $43.51M | 2.9% |
| StandardAero, Inc.SARO | $43.02M | 2.8% |
| Medline Inc. | $40.63M | 2.7% |
| Realty Income Corp | $33.82M | 2.2% |
| Galaxy Digital Inc. | $31.30M | 2.1% |
| Figure Technology Solutions, Inc. | $28.59M | 1.9% |
| Viking Holdings Ltd | $28.56M | 1.9% |
| Symbotic Inc. | $28.26M | 1.9% |
| Nebius Group N.V. | $27.20M | 1.8% |
| Loar Holdings Inc.LOAR | $27.20M | 1.8% |
| Kratos Defense & Security Solutions Inc | $26.57M | 1.7% |
| Chewy, Inc. | $24.79M | 1.6% |
| GDS Holdings LtdGDS | $24.43M | 1.6% |
| UL Solutions Inc. | $23.66M | 1.6% |
| Archer Aviation Inc. | $23.50M | 1.5% |
| Sharkninja Inc | $22.38M | 1.5% |
| Mobileye Global Inc. | $20.88M | 1.4% |
| Duke Energy Corp New | $20.63M | 1.4% |
| Waystar Holding Corp. | $19.65M | 1.3% |
| Century Aluminum Co | $19.59M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.