Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Burkehill Global Management, LP (CIK 1904549) reported $2.02B across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DLR ($135.2M, 6.70%), LLY ($133.4M, 6.61%), FANG ($132.4M, 6.57%), ($86.8M, 4.30%), SNDK ($79.4M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DLR | DIGITAL RLTY TR INC | $135.2M | 6.70% | 750,000 | New |
| 2 | LLY | ELI LILLY & CO | $133.4M | 6.61% | 145,000 | New |
| 3 | FANG | DIAMONDBACK ENERGY INC | $132.4M | 6.57% | 669,598 | New |
| 4 | MEDLINE INC | $86.8M | 4.30% | 1.9M | Added | |
| 5 | SNDK | SANDISK CORP | $79.4M | 3.94% | 125,000 | New |
| 6 | NRG | NRG ENERGY INC | $65.8M | 3.26% | 450,000 | New |
| 7 | GFS | GLOBALFOUNDRIES INC | $57.2M | 2.84% | 1.3M | New |
| 8 | CRWV | COREWEAVE INC | $54.2M | 2.69% | 700,000 | Added |
| 9 | SNPS | SYNOPSYS INC | $51.5M | 2.56% | 130,000 | New |
| 10 | FORGENT POWER SOLUTIONS INC | $49.8M | 2.47% | 1.7M | New | |
| 11 | SARO | STANDARDAERO INC | $49.1M | 2.43% | 1.9M | Added |
| 12 | HON | HONEYWELL INTL INC | $44.1M | 2.19% | 195,000 | New |
| 13 | FIGURE TECHNOLOGY SOLUTIO | $40.7M | 2.02% | 1.2M | Added | |
| 14 | AMKR | AMKOR TECHNOLOGY INC | $36.0M | 1.79% | 800,000 | New |
| 15 | EVRG | EVERGY INC | $33.8M | 1.67% | 25.0M | Added |
| 16 | DOCN | DIGITALOCEAN HLDGS INC | $32.6M | 1.62% | 380,000 | New |
| 17 | GDS | GDS HLDGS LTD | $28.2M | 1.40% | 700,000 | Hold |
| 18 | LTM | LATAM AIRLINES GROUP SA | $27.2M | 1.35% | 550,000 | New |
| 19 | COGT | COGENT BIOSCIENCES INC | $26.0M | 1.29% | 675,000 | Added |
| 20 | ULS | UL SOLUTIONS INC | $25.7M | 1.28% | 300,000 | Hold |
| 21 | GLXY | GALAXY DIGITAL INC. | $25.8M | 1.28% | 1.4M | Hold |
| 22 | SYM | SYMBOTIC INC | $25.3M | 1.25% | 475,000 | Hold |
| 23 | LEGENCE CORP | $24.0M | 1.19% | 425,000 | Hold | |
| 24 | VIK | VIKING HOLDINGS LTD | $23.9M | 1.18% | 325,000 | Trimmed |
| 25 | LOAR | LOAR HOLDINGS INC | $22.9M | 1.14% | 400,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31