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 |
|---|---|---|---|---|---|---|---|---|
| AGRO | ADECOAGRO S A | $300.40万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| TTAM | TITAN AMER SA | $299.60万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| CBC | CENTRAL BANCOMPANY | $299.38万 | 0.15% | 125,000 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $298.50万 | 0.15% | 100,000 | 0 | 0.0% | — | 不变 |
| BOBS | BOBS DISC FURNITURE INC | $293.75万 | 0.15% | 250,000 | 250,000 | — | $293.75万 | 新建仓 |
| PCVX | VAXCYTE INC | $290.55万 | 0.14% | 50,000 | 50,000 | — | $290.55万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $289.20万 | 0.14% | 60,000 | 0 | 0.0% | — | 不变 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $286.65万 | 0.14% | 150,000 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $281.01万 | 0.14% | 155,000 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $280.68万 | 0.14% | 120,000 | 0 | 0.0% | — | 不变 |
| IMMX | IMMIX BIOPHARMA INC | $267.94万 | 0.13% | 294,118 | 0 | 0.0% | — | 不变 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $256.02万 | 0.13% | 275,000 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $252.51万 | 0.13% | 30,000 | 30,000 | — | $252.51万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $245.18万 | 0.12% | 175,000 | 0 | 0.0% | — | 不变 |
| TARA | PROTARA THERAPEUTICS INC | $234.45万 | 0.12% | 450,000 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $231.90万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $230.70万 | 0.11% | 100,000 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC | $225.00万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $219.50万 | 0.11% | 500,000 | 0 | 0.0% | — | 不变 |
| SHC | SOTERA HEALTH CO | $215.10万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $212.25万 | 0.11% | 250,000 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $210.88万 | 0.10% | 40,000 | 0 | 0.0% | — | 不变 |
| BCAX | BICARA THERAPEUTICS INC | $198.90万 | 0.10% | 100,000 | 100,000 | — | $198.90万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $191.25万 | 0.09% | 225,000 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $191.20万 | 0.09% | 100,000 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $189.00万 | 0.09% | 100,000 | 100,000 | — | $189.00万 | 新建仓 |
| CABA | CABALETTA BIO INC | $188.30万 | 0.09% | 700,000 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $186.38万 | 0.09% | 125,000 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $184.41万 | 0.09% | 118,972 | 0 | 0.0% | — | 不变 |
| STRO | SUTRO BIOPHARMA INC | $178.18万 | 0.09% | 71,530 | 71,530 | — | $178.18万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $177.10万 | 0.09% | 275,000 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $174.90万 | 0.09% | 100,000 | 100,000 | — | $174.90万 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $172.60万 | 0.09% | 200,000 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $165.20万 | 0.08% | 200,000 | 200,000 | — | $165.20万 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $163.50万 | 0.08% | 100,000 | 100,000 | — | $163.50万 | 新建仓 |
| ERAS | ERASCA INC | $161.80万 | 0.08% | 100,000 | 100,000 | — | $161.80万 | 新建仓 |
| BRCB | BLACK ROCK COFFEE BAR INC | $161.50万 | 0.08% | 125,000 | 0 | 0.0% | — | 不变 |
| BNTC | BENITEC BIOPHARMA INC | $159.75万 | 0.08% | 150,000 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $158.15万 | 0.08% | 65,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $158.10万 | 0.08% | 300,000 | 0 | 0.0% | — | 不变 |
| — | PICS NV | $156.75万 | 0.08% | 150,000 | 150,000 | — | $156.75万 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $152.47万 | 0.08% | 75,000 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $147.60万 | 0.07% | 150,000 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $146.34万 | 0.07% | 60,000 | 60,000 | — | $146.34万 | 新建仓 |
| — | TENAYA THERAPEUTICS INC | $138.48万 | 0.07% | 2,000,000 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $138.25万 | 0.07% | 250,000 | 250,000 | — | $138.25万 | 新建仓 |
| MH | MCGRAW HILL INC | $137.00万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $135.94万 | 0.07% | 74,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $135.00万 | 0.07% | 300,000 | 300,000 | — | $135.00万 | 新建仓 |
| CAI | CARIS LIFE SCIENCES INC | $134.10万 | 0.07% | 75,000 | 0 | 0.0% | — | 不变 |
| ARX | ACCELERANT HOLDINGS | $133.60万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $127.14万 | 0.06% | 65,000 | 0 | 0.0% | — | 不变 |
| EIKN | EIKON THERAPEUTICS INC | $121.67万 | 0.06% | 115,000 | 115,000 | — | $121.67万 | 新建仓 |
| EVMN | EVOMMUNE INC | $114.95万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |
| LIFE | ETHOS TECHNOLOGIES INC | $111.70万 | 0.06% | 100,000 | 100,000 | — | $111.70万 | 新建仓 |
| ASPI | ASP ISOTOPES INC | $110.50万 | 0.05% | 250,000 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $109.60万 | 0.05% | 400,000 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $108.75万 | 0.05% | 150,000 | 0 | 0.0% | — | 不变 |
| RCUS | ARCUS BIOSCIENCES INC | $108.00万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $105.75万 | 0.05% | 225,000 | 225,000 | — | $105.75万 | 新建仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $99.65万 | 0.05% | 50,000 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $99.39万 | 0.05% | 30,000 | 30,000 | — | $99.39万 | 新建仓 |
| INR | INFINITY NAT RES INC | $88.05万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| MNTN | MNTN INC | $88.00万 | 0.04% | 100,000 | 0 | 0.0% | — | 不变 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $83.33万 | 0.04% | 75,000 | 75,000 | — | $83.33万 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $78.20万 | 0.04% | 40,000 | 40,000 | — | $78.20万 | 新建仓 |
| — | AGI INC | $72.70万 | 0.04% | 100,000 | 100,000 | — | $72.70万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $71.75万 | 0.04% | 125,000 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $66.55万 | 0.03% | 105,263 | 105,263 | — | $66.55万 | 新建仓 |
| — | ATAIBECKLEY INC | $65.49万 | 0.03% | 185,000 | 185,000 | — | $65.49万 | 新建仓 |
| OMDA | OMADA HEALTH INC | $62.85万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| — | CARLSMED INC | $45.25万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| ZURA | ZURA BIO LTD | $44.62万 | 0.02% | 75,000 | 75,000 | — | $44.62万 | 新建仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $43.00万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| — | ADICET BIO INC | $42.56万 | 0.02% | 62,500 | 0 | 0.0% | — | 不变 |
| BTGO | BITGO HOLDINGS INC | $41.15万 | 0.02% | 50,000 | 50,000 | — | $41.15万 | 新建仓 |
| FULC | FULCRUM THERAPEUTICS INC | $38.35万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $36.72万 | 0.02% | 35,000 | 35,000 | — | $36.72万 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $36.03万 | 0.02% | 150,000 | 150,000 | — | $36.03万 | 新建仓 |
| MANE | VERADERMICS INC | $31.57万 | 0.02% | 5,000 | 5,000 | — | $31.57万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $29.26万 | 0.01% | 20,000 | 20,000 | — | $29.26万 | 新建仓 |
| — | FRACTYL HEALTH INC | $22.89万 | 0.01% | 500,000 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$6,072.85万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$5,236.00万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$4,856.50万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -450,000 | -100.0% | -$4,712.40万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -725,000 | -100.0% | -$4,351.45万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -3,125,000 | -100.0% | -$2,350.00万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$2,238.00万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$2,088.00万 | 清仓 |
| — | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -20,000,000 | -100.0% | -$2,062.79万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,932.00万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,845.70万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,815.75万 | 清仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$1,636.00万 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,265.60万 | 清仓 |
| — | AIRBNB INC | $0 | 0.00% | 0 | -12,535,000 | -100.0% | -$1,242.09万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,104.45万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,067.50万 | 清仓 |