Burkehill Global Management, LP
NEW YORK NY · SEC CIK 0001904549
$20.17亿2026Q1 申报市值
182持仓数
41.9%前十大占比 · 第一大 6.7%
60 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DLR 新建仓+$1.35亿
LLY 新建仓+$1.33亿
FANG 新建仓+$1.32亿
NRG 新建仓+$6,576.30万
GFS 新建仓+$5,719.77万
2026Q1 卖出最多 按季末市值估算
SNDK 重新持有-$4.29亿
ITT 清仓-$6,072.85万
SOFI 清仓-$5,236.00万
NDAQ 清仓-$4,856.50万
EL 清仓-$4,712.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LGN | LEGENCE CORP | $2,399.55万 | 1.19% | 425,000 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $2,527.00万 | 1.25% | 475,000 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $2,571.30万 | 1.28% | 300,000 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $2,583.00万 | 1.28% | 1,400,000 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $2,598.07万 | 1.29% | 675,000 | 350,000 | 107.7% | $1,347.15万 | 加仓 |
| LTM | LATAM AIRLINES GROUP SA | $2,719.20万 | 1.35% | 550,000 | -400,000 | -42.1% | -$1,977.60万 | 重新持有 |
| GDS | GDS HLDGS LTD | $2,820.30万 | 1.40% | 700,000 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $3,259.64万 | 1.62% | 380,000 | 380,000 | — | $3,259.64万 | 新建仓 |
| EVRG | EVERGY INC | $3,375.25万 | 1.67% | 25,000,000 | 10,000,000 | 66.7% | $1,350.10万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $3,602.40万 | 1.79% | 800,000 | 800,000 | — | $3,602.40万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $4,074.00万 | 2.02% | 1,200,000 | 500,000 | 71.4% | $1,697.50万 | 加仓 |
| — | HONEYWELL INTL INC | $4,407.59万 | 2.19% | 195,000 | 195,000 | — | $4,407.59万 | 新建仓 |
| SARO | STANDARDAERO INC | $4,906.79万 | 2.43% | 1,899,646 | 399,646 | 26.6% | $1,032.29万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $4,975.90万 | 2.47% | 1,700,000 | 1,700,000 | — | $4,975.90万 | 新建仓 |
| SNPS | SYNOPSYS INC | $5,154.24万 | 2.56% | 130,000 | 130,000 | — | $5,154.24万 | 新建仓 |
| CRWV | COREWEAVE INC | $5,422.90万 | 2.69% | 700,000 | 65,360 | 10.3% | $506.34万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $5,719.77万 | 2.84% | 1,285,919 | 1,285,919 | — | $5,719.77万 | 新建仓 |
| NRG | NRG ENERGY INC | $6,576.30万 | 3.26% | 450,000 | 450,000 | — | $6,576.30万 | 新建仓 |
| SNDK | SANDISK CORP | $7,941.75万 | 3.94% | 125,000 | -675,000 | -84.4% | -$4.29亿 | 重新持有 |
| MDLN | MEDLINE INC | $8,677.50万 | 4.30% | 1,950,000 | 982,500 | 101.6% | $4,372.12万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.32亿 | 6.57% | 669,598 | 669,598 | — | $1.32亿 | 新建仓 |
| LLY | ELI LILLY & CO | $1.33亿 | 6.61% | 145,000 | 145,000 | — | $1.33亿 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $1.35亿 | 6.70% | 750,000 | 750,000 | — | $1.35亿 | 新建仓 |