Burkehill Global Management, LP: 13F holdings
CIK 19045492026Q2
| Positions | 173 |
|---|
| Reported value | $2.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 173 (-9 vs prior quarter) |
|---|
| Reported value | $2.8bn (+37.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPCX SPACE EXPLORATION TECHN CORP | 3,750,000 | $640.7m | 23.1% |
| GOOGL ALPHABET INC | 500,000 | $178.7m | 6.5% |
| GOOG ALPHABET INC | 500,000 | $176.7m | 6.4% |
| DLR DIGITAL RLTY TR INC | 750,000 | $134.7m | 4.9% |
| FPS FORGENT POWER SOLUTIONS INC | 1,500,000 | $83.8m | 3.0% |
| AAPL APPLE INC | 270,000 | $78.1m | 2.8% |
| O REALTY INCOME CORP | 1,250,000 | $77.5m | 2.8% |
| CRWV COREWEAVE INC | 700,000 | $69.7m | 2.5% |
| AEP AMERICAN ELEC PWR CO INC | 500,000 | $68.4m | 2.5% |
| MDLN MEDLINE INC | 1,500,000 | $59.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904549")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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