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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -145,000 | -100.0% | -$1.33亿 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -669,598 | -100.0% | -$1.32亿 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -125,000 | -100.0% | -$7,941.75万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -450,000 | -100.0% | -$6,576.30万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -1,285,919 | -100.0% | -$5,719.77万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -195,000 | -100.0% | -$4,407.59万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -1,200,000 | -100.0% | -$4,074.00万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -800,000 | -100.0% | -$3,602.40万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -380,000 | -100.0% | -$3,259.64万 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -550,000 | -100.0% | -$2,719.20万 | 清仓 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$2,571.30万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -475,000 | -100.0% | -$2,527.00万 | 清仓 |
| LOAR | LOAR HOLDINGS INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$2,291.60万 | 清仓 |
| — | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -20,000,000 | -100.0% | -$1,984.71万 | 清仓 |
| VSEC | VSE CORP | $0 | 0.00% | 0 | -90,000 | -100.0% | -$1,659.60万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -600,000 | -100.0% | -$1,620.00万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,410.20万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,385.55万 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$1,349.60万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$1,326.00万 | 清仓 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -12,500,000 | -100.0% | -$1,248.10万 | 清仓 |
| KNTK | KINETIK HOLDINGS INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,210.25万 | 清仓 |
| HESM | HESS MIDSTREAM LP | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,166.10万 | 清仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $0 | 0.00% | 0 | -150,000 | -100.0% | -$1,132.05万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -10,000,000 | -100.0% | -$1,020.45万 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $0 | 0.00% | 0 | -650,000 | -100.0% | -$994.50万 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$985.50万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -400,000 | -100.0% | -$964.40万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -150,000 | -100.0% | -$880.35万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$717.15万 | 清仓 |
| CURB | CURBLINE PPTYS CORP | $0 | 0.00% | 0 | -275,000 | -100.0% | -$709.23万 | 清仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$691.70万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$682.00万 | 清仓 |
| KEX | KIRBY CORP | $0 | 0.00% | 0 | -50,000 | -100.0% | -$664.40万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$658.40万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$621.60万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$595.80万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$583.80万 | 清仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | 0.00% | 0 | -5,000,000 | -100.0% | -$480.89万 | 清仓 |
| — | BLOCK INC | $0 | 0.00% | 0 | -5,000,000 | -100.0% | -$469.56万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -75,000 | -100.0% | -$461.85万 | 清仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$454.80万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$399.88万 | 清仓 |
| NAVN | NAVAN INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$397.20万 | 清仓 |
| ALMS | ALUMIS INC | $0 | 0.00% | 0 | -165,000 | -100.0% | -$363.50万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$355.88万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -350,000 | -100.0% | -$323.75万 | 清仓 |
| TTAM | TITAN AMER SA | $0 | 0.00% | 0 | -200,000 | -100.0% | -$299.60万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$290.55万 | 清仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $0 | 0.00% | 0 | -150,000 | -100.0% | -$286.65万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -155,000 | -100.0% | -$281.01万 | 清仓 |
| TARA | PROTARA THERAPEUTICS INC | $0 | 0.00% | 0 | -450,000 | -100.0% | -$234.45万 | 清仓 |
| METC | RAMACO RES INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$231.90万 | 清仓 |
| SHC | SOTERA HEALTH CO | $0 | 0.00% | 0 | -150,000 | -100.0% | -$215.10万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$210.88万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -225,000 | -100.0% | -$191.25万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -125,000 | -100.0% | -$186.38万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -71,530 | -100.0% | -$178.18万 | 清仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$177.10万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$165.20万 | 清仓 |
| — | PICS NV | $0 | 0.00% | 0 | -150,000 | -100.0% | -$156.75万 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$138.25万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$134.10万 | 清仓 |
| ASPI | ASP ISOTOPES INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$110.50万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $0 | 0.00% | 0 | -225,000 | -100.0% | -$105.75万 | 清仓 |
| INR | INFINITY NAT RES INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$88.05万 | 清仓 |
| MNTN | MNTN INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$88.00万 | 清仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -75,000 | -100.0% | -$83.33万 | 清仓 |
| — | AGI INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$72.70万 | 清仓 |
| RLMD | RELMADA THERAPEUTICS INC | $0 | 0.00% | 0 | -105,263 | -100.0% | -$66.55万 | 清仓 |
| — | CARLSMED INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$45.25万 | 清仓 |
| ZURA | ZURA BIO LTD | $0 | 0.00% | 0 | -75,000 | -100.0% | -$44.62万 | 清仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$43.00万 | 清仓 |
| BTGO | BITGO HOLDINGS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$41.15万 | 清仓 |
| FULC | FULCRUM THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$38.35万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$29.26万 | 清仓 |
| — | FRACTYL HEALTH INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$22.89万 | 清仓 |
| PBLS | PARABILIS MEDICINES INC | $27.37万 | 0.01% | 10,000 | 10,000 | — | $27.37万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $32.78万 | 0.01% | 176,243 | 176,243 | — | $32.78万 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $35.70万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| FRBT | FORBRIGHT INC | $36.58万 | 0.01% | 20,000 | 20,000 | — | $36.58万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $37.42万 | 0.01% | 20,000 | 20,000 | — | $37.42万 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $43.45万 | 0.02% | 75,700 | 75,700 | — | $43.45万 | 新建仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $45.43万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| — | ADICET BIO INC | $54.00万 | 0.02% | 62,500 | 0 | 0.0% | — | 不变 |
| SPTX | SEAPORT THERAPEUTICS INC | $54.30万 | 0.02% | 25,000 | 25,000 | — | $54.30万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $58.19万 | 0.02% | 125,000 | 0 | 0.0% | — | 不变 |
| MANE | VERADERMICS INC | $61.47万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $63.60万 | 0.02% | 25,000 | -25,000 | -50.0% | -$63.60万 | 减仓 |
| EVMN | EVOMMUNE INC | $66.45万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| KARD | KARDIGAN INC | $71.55万 | 0.03% | 30,000 | 30,000 | — | $71.55万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $84.60万 | 0.03% | 50,000 | 50,000 | — | $84.60万 | 新建仓 |
| IVA | INVENTIVA SA | $85.05万 | 0.03% | 225,000 | 225,000 | — | $85.05万 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $87.15万 | 0.03% | 150,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $91.50万 | 0.03% | 300,000 | 0 | 0.0% | — | 不变 |
| MH | MCGRAW HILL INC | $94.70万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $97.50万 | 0.04% | 185,000 | 0 | 0.0% | — | 不变 |
| ZBIO | ZENAS BIOPHARMA INC | $101.52万 | 0.04% | 40,000 | 0 | 0.0% | — | 不变 |
| — | SUJA LIFE INC | $101.60万 | 0.04% | 100,000 | 100,000 | — | $101.60万 | 新建仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $103.62万 | 0.04% | 125,000 | 0 | 0.0% | — | 不变 |