Burkehill Global Management, LP 13F Holdings
CIK 0001904549 · NEW YORK, NY
As of Sep 30, 2025, Burkehill Global Management, LP reported 139 positions worth
CIK 0001904549 · NEW YORK, NY
As of Sep 30, 2025, Burkehill Global Management, LP reported 139 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| COREWEAVE INC | CRWV | Technology | 785,000 | 07.4M | 6.10% |
| SANDISK CORP | SNDK | Technology | 800,000 | $89.8M | 5.10% |
| BROWN & BROWN INC | BRO | Financial Services | 750,000 | $70.3M | 4.00% |
| GALAXY DIGITAL INC | GLXY | Financial Services | 1,400,000 | $47.3M | 2.69% |
| NASDAQ INC | NDAQ | Financial Services | 500,000 | $44.2M | 2.51% |
| LATAM AIRLINES GROUP SA | LTM | Industrials | 950,000 | $43.0M | 2.44% |
| MOBILEYE GLOBAL INC | MBLY | Consumer Cyclical | 3,000,000 | $42.4M | 2.41% |
| VERISIGN INC | VRSN | Technology | 150,730 | $42.1M | 2.39% |
| STANDARDAERO INC | SARO | Industrials | 1,500,000 | $40.9M | 2.33% |
| LOAR HOLDINGS INC | LOAR | Industrials | 500,000 | $40.0M | 2.27% |
| NEBIUS GROUP NV | NBIS | Communication Services | 325,000 | $36.5M | 2.07% |
| KRATOS DEFENSE & SECURITY SOLUTIONS INC | KTOS | Industrials | 350,000 | $32.0M | 1.82% |
| FOX CORP | FOX | Communication Services | 533,920 | $30.6M | 1.74% |
| CHEWY INC | CHWY | Consumer Cyclical | 750,000 | $30.3M | 1.72% |
| KE HOLDINGS INC | BEKE | Real Estate | 1,500,000 | $28.5M | 1.62% |
| ENTERGY CORP | ETR | Utilities | 300,000 | $28.0M | 1.59% |
| GDS HOLDINGS LTD | GDS | Technology | 700,000 | $27.1M | 1.54% |
| DUKE ENERGY CORP NEW | — | — | 25,000,000 | $26.8M | 1.52% |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 1,000,000 | $26.4M | 1.50% |
| VIKING HOLDINGS LTD | VIK | Industrials | 400,000 | $24.9M | 1.41% |
| LPL FINANCIAL HOLDINGS INC | LPLA | Financial Services | 70,000 | $23.3M | 1.32% |
| WAYSTAR HOLDING CORP | WAY | Healthcare | 600,000 | $22.8M | 1.29% |
| KODIAK GAS SERVICES INC | KGS | Energy | 600,000 | $22.2M | 1.26% |
| PRIMO BRANDS CORP | PRMB | Consumer Defensive | 1,000,000 | $22.1M | 1.26% |
| FIGURE TECHNOLOGY SOLUTIO | FIGR | Financial Services | 600,000 | $21.8M | 1.24% |