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 |
|---|---|---|---|---|---|---|---|---|
| HPP | HUDSON PACIFIC PROPERTIES IN | $868.00万 | 0.31% | 571,428 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $936.40万 | 0.34% | 50,000 | 50,000 | — | $936.40万 | 新建仓 |
| ETSY | ETSY INC | $946.37万 | 0.34% | 10,000,000 | 10,000,000 | — | $946.37万 | 新建仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $1,041.75万 | 0.38% | 250,000 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $1,044.75万 | 0.38% | 350,000 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1,075.60万 | 0.39% | 200,000 | 200,000 | — | $1,075.60万 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $1,077.64万 | 0.39% | 290,000 | 0 | 0.0% | — | 不变 |
| INGM | INGRAM MICRO HLDG CORP | $1,097.20万 | 0.40% | 400,000 | 115,000 | 40.4% | $315.44万 | 加仓 |
| — | ORACLE CORP | $1,123.75万 | 0.41% | 250,000 | 250,000 | — | $1,123.75万 | 新建仓 |
| TBBB | BBB FOODS INC | $1,145.92万 | 0.41% | 275,000 | 275,000 | — | $1,145.92万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,171.77万 | 0.42% | 35,000 | 0 | 0.0% | — | 不变 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $1,193.40万 | 0.43% | 450,000 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $1,257.75万 | 0.45% | 325,000 | -350,000 | -51.9% | -$1,354.50万 | 减仓 |
| TRVI | TREVI THERAPEUTICS INC | $1,352.12万 | 0.49% | 725,000 | 200,000 | 38.1% | $373.00万 | 加仓 |
| MWH | SOLV ENERGY INC | $1,362.00万 | 0.49% | 400,000 | 260,000 | 185.7% | $885.30万 | 加仓 |
| FRVO | FERVO ENERGY CO | $1,373.81万 | 0.50% | 470,000 | 470,000 | — | $1,373.81万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $1,471.80万 | 0.53% | 300,000 | 300,000 | — | $1,471.80万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $1,497.60万 | 0.54% | 300,000 | 125,000 | 71.4% | $624.00万 | 加仓 |
| GDS | GDS HLDGS LTD | $1,501.50万 | 0.54% | 500,000 | -200,000 | -28.6% | -$600.60万 | 减仓 |
| — | ALPHABET INC | $1,509.00万 | 0.54% | 300,000 | 300,000 | — | $1,509.00万 | 新建仓 |
| — | SOUTHERN CO | $1,516.92万 | 0.55% | 15,000,000 | 15,000,000 | — | $1,516.92万 | 新建仓 |
| — | ALPHABET INC | $1,526.70万 | 0.55% | 300,000 | 300,000 | — | $1,526.70万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $1,646.35万 | 0.59% | 668,705 | 0 | 0.0% | — | 不变 |
| LGN | LEGENCE CORP | $1,704.60万 | 0.62% | 200,000 | -225,000 | -52.9% | -$1,917.67万 | 减仓 |
| ARXS | ARXIS INC | $1,730.25万 | 0.62% | 375,000 | 375,000 | — | $1,730.25万 | 新建仓 |
| JAN | JANUS LIVING INC | $1,868.10万 | 0.67% | 650,000 | 0 | 0.0% | — | 不变 |
| QNT | QUANTINUUM INC | $1,880.02万 | 0.68% | 230,000 | 230,000 | — | $1,880.02万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $2,093.40万 | 0.76% | 200,000 | -125,000 | -38.5% | -$1,308.38万 | 减仓 |
| EVRG | EVERGY INC | $2,136.30万 | 0.77% | 15,000,000 | -10,000,000 | -40.0% | -$1,424.20万 | 减仓 |
| DLTR | DOLLAR TREE INC | $2,419.00万 | 0.87% | 200,000 | 200,000 | — | $2,419.00万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $2,421.24万 | 0.87% | 20,000,000 | 5,000,000 | 33.3% | $605.31万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $2,761.70万 | 1.00% | 100,000 | 0 | 0.0% | — | 不变 |
| MAIR | MADISON AIR SOLUTIONS CORP | $2,827.50万 | 1.02% | 725,000 | 725,000 | — | $2,827.50万 | 新建仓 |
| SARO | STANDARDAERO INC | $2,991.00万 | 1.08% | 1,000,000 | -899,646 | -47.4% | -$2,690.84万 | 减仓 |
| INIO | INNIO NV | $3,164.00万 | 1.14% | 800,000 | 800,000 | — | $3,164.00万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $4,001.80万 | 1.44% | 200,000 | 200,000 | — | $4,001.80万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4,172.00万 | 1.51% | 800,000 | 800,000 | — | $4,172.00万 | 新建仓 |
| MAC | MACERICH CO | $4,408.25万 | 1.59% | 1,750,000 | 1,750,000 | — | $4,408.25万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $4,420.00万 | 1.60% | 200,000 | 200,000 | — | $4,420.00万 | 新建仓 |
| SNPS | SYNOPSYS INC | $5,798.91万 | 2.09% | 130,000 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC | $5,916.00万 | 2.14% | 1,500,000 | -450,000 | -23.1% | -$1,774.80万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6,840.50万 | 2.47% | 500,000 | 500,000 | — | $6,840.50万 | 新建仓 |
| CRWV | COREWEAVE INC | $6,967.80万 | 2.52% | 700,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $7,745.00万 | 2.80% | 1,250,000 | 650,000 | 108.3% | $4,027.40万 | 重新持有 |
| AAPL | APPLE INC | $7,812.72万 | 2.82% | 270,000 | 270,000 | — | $7,812.72万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $8,379.00万 | 3.03% | 1,500,000 | -200,000 | -11.8% | -$1,117.20万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1.35亿 | 4.86% | 750,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1.77亿 | 6.38% | 500,000 | 500,000 | — | $1.77亿 | 新建仓 |
| GOOGL | ALPHABET INC | $1.79亿 | 6.45% | 500,000 | 500,000 | — | $1.79亿 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $6.41亿 | 23.13% | 3,750,000 | 3,750,000 | — | $6.41亿 | 新建仓 |