Burkehill Global Management, LP
NEW YORK NY · SEC CIK 0001904549
$27.70亿2026Q2 申报市值
173持仓数
56.6%前十大占比 · 第一大 23.1%
66 / 77新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$6.41亿
GOOGL 新建仓+$1.79亿
GOOG 新建仓+$1.77亿
AAPL 新建仓+$7,812.72万
AEP 新建仓+$6,840.50万
2026Q2 卖出最多 按季末市值估算
LLY 清仓-$1.33亿
FANG 清仓-$1.32亿
SNDK 清仓-$7,941.75万
NRG 清仓-$6,576.30万
GFS 清仓-$5,719.77万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OMDA | OMADA HEALTH INC | $109.75万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| ARX | ACCELERANT HOLDINGS | $117.20万 | 0.04% | 100,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $119.41万 | 0.04% | 65,000 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $126.40万 | 0.05% | 400,000 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $133.20万 | 0.05% | 74,000 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $138.57万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $147.82万 | 0.05% | 2,000,000 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $148.45万 | 0.05% | 50,000 | -50,000 | -50.0% | -$148.45万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $148.80万 | 0.05% | 60,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $149.70万 | 0.05% | 300,000 | 0 | 0.0% | — | 不变 |
| EIKN | EIKON THERAPEUTICS INC | $150.07万 | 0.05% | 115,000 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $151.95万 | 0.05% | 150,000 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $153.30万 | 0.06% | 700,000 | 0 | 0.0% | — | 不变 |
| RCUS | ARCUS BIOSCIENCES INC | $154.15万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $178.20万 | 0.06% | 200,000 | 0 | 0.0% | — | 不变 |
| LIFE | ETHOS TECHNOLOGIES INC | $181.40万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $183.20万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $186.05万 | 0.07% | 50,000 | 50,000 | — | $186.05万 | 新建仓 |
| HTFL | HEARTFLOW INC | $190.71万 | 0.07% | 65,000 | 0 | 0.0% | — | 不变 |
| AGRO | ADECOAGRO S A | $191.00万 | 0.07% | 200,000 | 0 | 0.0% | — | 不变 |
| BNTC | BENITEC BIOPHARMA INC | $200.70万 | 0.07% | 150,000 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $202.53万 | 0.07% | 10,000 | 10,000 | — | $202.53万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $204.80万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $209.10万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| CABA | CABALETTA BIO INC | $217.70万 | 0.08% | 700,000 | 0 | 0.0% | — | 不变 |
| EROK | EAGLEROCK LD LLC | $233.75万 | 0.08% | 110,000 | 110,000 | — | $233.75万 | 新建仓 |
| HMH | HMH HLDG INC | $234.25万 | 0.08% | 125,000 | 125,000 | — | $234.25万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $245.10万 | 0.09% | 100,000 | 0 | 0.0% | — | 不变 |
| GMRS | GMR SOLUTIONS INC | $247.36万 | 0.09% | 160,000 | 160,000 | — | $247.36万 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $268.80万 | 0.10% | 75,000 | 0 | 0.0% | — | 不变 |
| ALMR | ALAMAR BIOSCIENCES INC | $270.90万 | 0.10% | 100,000 | 100,000 | — | $270.90万 | 新建仓 |
| VIA | VIA TRANSN INC | $272.10万 | 0.10% | 150,000 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $273.50万 | 0.10% | 250,000 | 0 | 0.0% | — | 不变 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $275.48万 | 0.10% | 75,000 | 75,000 | — | $275.48万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $279.24万 | 0.10% | 40,000 | 40,000 | — | $279.24万 | 新建仓 |
| YSWY | YESWAY INC | $284.20万 | 0.10% | 140,000 | 140,000 | — | $284.20万 | 新建仓 |
| PUMP | PROPETRO HLDG CORP | $286.80万 | 0.10% | 200,000 | -200,000 | -50.0% | -$286.80万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $288.63万 | 0.10% | 118,972 | 0 | 0.0% | — | 不变 |
| — | NATIONAL HEALTHCARE PPTYS IN | $293.00万 | 0.11% | 200,000 | 200,000 | — | $293.00万 | 新建仓 |
| HAWK | HAWKEYE 360 INC | $303.30万 | 0.11% | 150,000 | 150,000 | — | $303.30万 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $305.40万 | 0.11% | 150,000 | 150,000 | — | $305.40万 | 新建仓 |
| AVEX | AEVEX CORP | $313.35万 | 0.11% | 150,000 | 150,000 | — | $313.35万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $315.00万 | 0.11% | 175,000 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $319.82万 | 0.12% | 24,000 | 24,000 | — | $319.82万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $322.02万 | 0.12% | 60,000 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC | $334.22万 | 0.12% | 170,000 | -50,000 | -22.7% | -$98.30万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $340.50万 | 0.12% | 500,000 | 500,000 | — | $340.50万 | 新建仓 |
| QURE | UNIQURE NV | $345.45万 | 0.12% | 75,000 | 55,000 | 275.0% | $253.33万 | 重新持有 |
| AVBP | ARRIVENT BIOPHARMA INC | $347.40万 | 0.13% | 100,000 | 0 | 0.0% | — | 不变 |
| LFTO | LIFTOFF MOBILE INC | $360.30万 | 0.13% | 150,000 | 150,000 | — | $360.30万 | 新建仓 |
| IRON | DISC MEDICINE INC | $365.70万 | 0.13% | 50,000 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $365.75万 | 0.13% | 275,000 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $374.20万 | 0.14% | 100,000 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $376.88万 | 0.14% | 225,000 | 0 | 0.0% | — | 不变 |
| AVLN | AVALYN PHARMACEUTICALS INC | $378.58万 | 0.14% | 115,000 | 115,000 | — | $378.58万 | 新建仓 |
| CBC | CENTRAL BANCOMPANY | $379.75万 | 0.14% | 125,000 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $387.00万 | 0.14% | 120,000 | 0 | 0.0% | — | 不变 |
| BOBS | BOBS DISC FURNITURE INC | $395.50万 | 0.14% | 250,000 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $398.19万 | 0.14% | 30,000 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $404.70万 | 0.15% | 150,000 | 0 | 0.0% | — | 不变 |
| IMNM | IMMUNOME INC | $423.80万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| PAYP | PAYPAY CORP | $429.90万 | 0.16% | 300,000 | 0 | 0.0% | — | 不变 |
| AMBQ | AMBIQ MICRO INC | $441.50万 | 0.16% | 50,000 | 50,000 | — | $441.50万 | 新建仓 |
| MMED | MINIMED GROUP INC | $448.50万 | 0.16% | 300,000 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $451.16万 | 0.16% | 213,515 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $468.90万 | 0.17% | 150,000 | 150,000 | — | $468.90万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $470.40万 | 0.17% | 100,000 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $474.00万 | 0.17% | 500,000 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $475.85万 | 0.17% | 50,000 | 50,000 | — | $475.85万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $486.75万 | 0.18% | 250,000 | 250,000 | — | $486.75万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $487.40万 | 0.18% | 50,000 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $512.40万 | 0.19% | 350,000 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $514.05万 | 0.19% | 150,000 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $514.40万 | 0.19% | 200,000 | 0 | 0.0% | — | 不变 |
| NP | NEPTUNE INS HLDGS INC | $543.38万 | 0.20% | 172,500 | 0 | 0.0% | — | 不变 |
| EROC | EROCK INC | $543.75万 | 0.20% | 375,000 | 375,000 | — | $543.75万 | 新建仓 |
| BXDC | BLACKSTONE DIGITAL INFRASTRU | $546.16万 | 0.20% | 252,500 | 252,500 | — | $546.16万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $546.80万 | 0.20% | 200,000 | -1,200,000 | -85.7% | -$3,280.80万 | 减仓 |
| BKV | BKV CORP | $547.20万 | 0.20% | 200,000 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $552.00万 | 0.20% | 100,000 | 0 | 0.0% | — | 不变 |
| SHAZ | SHARONAI HOLDINGS INC | $556.52万 | 0.20% | 72,748 | 72,748 | — | $556.52万 | 新建仓 |
| IMMX | IMMIX BIOPHARMA INC | $560.99万 | 0.20% | 544,118 | 250,000 | 85.0% | $257.75万 | 加仓 |
| ANDG | ANDERSEN GROUP INC | $565.80万 | 0.20% | 150,000 | 0 | 0.0% | — | 不变 |
| XE | X-ENERGY INC | $596.70万 | 0.22% | 325,000 | 325,000 | — | $596.70万 | 新建仓 |
| LCLN | LINCOLN INTL INC | $596.75万 | 0.22% | 250,000 | 250,000 | — | $596.75万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $603.60万 | 0.22% | 100,000 | 0 | 0.0% | — | 不变 |
| CTRI | CENTURI HOLDINGS INC | $604.80万 | 0.22% | 200,000 | -200,000 | -50.0% | -$604.80万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $627.55万 | 0.23% | 350,000 | 0 | 0.0% | — | 不变 |
| PTRN | PATTERN GROUP INC | $629.75万 | 0.23% | 250,000 | 0 | 0.0% | — | 不变 |
| FLOC | FLOWCO HLDGS INC | $640.20万 | 0.23% | 300,000 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $722.00万 | 0.26% | 250,000 | 250,000 | — | $722.00万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $744.00万 | 0.27% | 500,000 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $745.40万 | 0.27% | 200,000 | 200,000 | — | $745.40万 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC | $774.80万 | 0.28% | 400,000 | 0 | 0.0% | — | 不变 |
| AADX | APPLIED AEROSPACE & DEFENSE | $797.30万 | 0.29% | 350,000 | 350,000 | — | $797.30万 | 新建仓 |
| MGEE | MGE ENERGY INC | $815.40万 | 0.29% | 100,000 | 100,000 | — | $815.40万 | 新建仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $833.35万 | 0.30% | 350,000 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $851.90万 | 0.31% | 100,000 | 100,000 | — | $851.90万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $860.02万 | 0.31% | 75,000 | 0 | 0.0% | — | 不变 |
| CTRN | CITI TRENDS INC | $867.60万 | 0.31% | 150,000 | 150,000 | — | $867.60万 | 新建仓 |