§ 13F · FUND PROFILE
Burkehill Global Management, LP.
AUM · $2.8B (13F)Positions · 173Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.8B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 3.75M | $641M | 23.1% | NEW |
| 2 | GOOGL | ALPHABET INC | 500K | $179M | 6.5% | NEW |
| 3 | GOOG | ALPHABET INC | 500K | $177M | 6.4% | NEW |
| 4 | DLR | DIGITAL RLTY TR INC | 750K | $135M | 4.9% | ±0% |
| 5 | FPS | FORGENT POWER SOLUTIONS INC | 1.50M | $84M | 3.0% | −12% |
| 6 | AAPL | APPLE INC | 270K | $78M | 2.8% | NEW |
| 7 | O | REALTY INCOME CORP | 1.25M | $77M | 2.8% | NEW |
| 8 | CRWV | COREWEAVE INC | 700K | $70M | 2.5% | ±0% |
| 9 | AEP | AMERICAN ELEC PWR CO INC | 500K | $68M | 2.5% | NEW |
| 10 | MDLN | MEDLINE INC | 1.50M | $59M | 2.1% | −23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURKEHILL SIGNAL
AC read
Burkehill Global Management, LP is a Other fund managing $2.8 billion in assets. The fund runs a portfolio of 173 positions.
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