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 |
|---|---|---|---|---|---|---|---|---|
| LFTO | LIFTOFF MOBILE INC | $360.30万 | 0.13% | 150,000 | 150,000 | — | $360.30万 | 新建仓 |
| AVBP | ARRIVENT BIOPHARMA INC | $347.40万 | 0.13% | 100,000 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $345.45万 | 0.12% | 75,000 | 55,000 | 275.0% | $253.33万 | 重新持有 |
| TSHA | TAYSHA GENE THERAPIES INC | $340.50万 | 0.12% | 500,000 | 500,000 | — | $340.50万 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $334.22万 | 0.12% | 170,000 | -50,000 | -22.7% | -$98.30万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $322.02万 | 0.12% | 60,000 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $319.82万 | 0.12% | 24,000 | 24,000 | — | $319.82万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $315.00万 | 0.11% | 175,000 | 0 | 0.0% | — | 不变 |
| AVEX | AEVEX CORP | $313.35万 | 0.11% | 150,000 | 150,000 | — | $313.35万 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $305.40万 | 0.11% | 150,000 | 150,000 | — | $305.40万 | 新建仓 |
| HAWK | HAWKEYE 360 INC | $303.30万 | 0.11% | 150,000 | 150,000 | — | $303.30万 | 新建仓 |
| — | NATIONAL HEALTHCARE PPTYS IN | $293.00万 | 0.11% | 200,000 | 200,000 | — | $293.00万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $288.63万 | 0.10% | 118,972 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $286.80万 | 0.10% | 200,000 | -200,000 | -50.0% | -$286.80万 | 减仓 |
| YSWY | YESWAY INC | $284.20万 | 0.10% | 140,000 | 140,000 | — | $284.20万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $279.24万 | 0.10% | 40,000 | 40,000 | — | $279.24万 | 新建仓 |
| COAG | HEMAB THERAPEUTICS HLDGS INC | $275.48万 | 0.10% | 75,000 | 75,000 | — | $275.48万 | 新建仓 |
| NTSK | NETSKOPE INC | $273.50万 | 0.10% | 250,000 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC | $272.10万 | 0.10% | 150,000 | 0 | 0.0% | — | 不变 |
| ALMR | ALAMAR BIOSCIENCES INC | $270.90万 | 0.10% | 100,000 | 100,000 | — | $270.90万 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $268.80万 | 0.10% | 75,000 | 0 | 0.0% | — | 不变 |
| GMRS | GMR SOLUTIONS INC | $247.36万 | 0.09% | 160,000 | 160,000 | — | $247.36万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $245.10万 | 0.09% | 100,000 | 0 | 0.0% | — | 不变 |
| HMH | HMH HLDG INC | $234.25万 | 0.08% | 125,000 | 125,000 | — | $234.25万 | 新建仓 |
| EROK | EAGLEROCK LD LLC | $233.75万 | 0.08% | 110,000 | 110,000 | — | $233.75万 | 新建仓 |
| CABA | CABALETTA BIO INC | $217.70万 | 0.08% | 700,000 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $209.10万 | 0.08% | 100,000 | 0 | 0.0% | — | 不变 |
| OFRM | ONCE UPON A FARM PBC | $204.80万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $202.53万 | 0.07% | 10,000 | 10,000 | — | $202.53万 | 新建仓 |
| BNTC | BENITEC BIOPHARMA INC | $200.70万 | 0.07% | 150,000 | 0 | 0.0% | — | 不变 |
| AGRO | ADECOAGRO S A | $191.00万 | 0.07% | 200,000 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $190.71万 | 0.07% | 65,000 | 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 |
| ERAS | ERASCA INC | $183.20万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| LIFE | ETHOS TECHNOLOGIES INC | $181.40万 | 0.07% | 100,000 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $178.20万 | 0.06% | 200,000 | 0 | 0.0% | — | 不变 |
| RCUS | ARCUS BIOSCIENCES INC | $154.15万 | 0.06% | 50,000 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $153.30万 | 0.06% | 700,000 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $151.95万 | 0.05% | 150,000 | 0 | 0.0% | — | 不变 |
| EIKN | EIKON THERAPEUTICS INC | $150.07万 | 0.05% | 115,000 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $149.70万 | 0.05% | 300,000 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $148.80万 | 0.05% | 60,000 | 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 |
| — | TENAYA THERAPEUTICS INC | $147.82万 | 0.05% | 2,000,000 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $138.57万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| CBIO | CRESCENT BIOPHARMA INC. | $133.20万 | 0.05% | 74,000 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $126.40万 | 0.05% | 400,000 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $119.41万 | 0.04% | 65,000 | 0 | 0.0% | — | 不变 |
| ARX | ACCELERANT HOLDINGS | $117.20万 | 0.04% | 100,000 | 0 | 0.0% | — | 不变 |
| OMDA | OMADA HEALTH INC | $109.75万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| BRCB | BLACK ROCK COFFEE BAR INC | $103.62万 | 0.04% | 125,000 | 0 | 0.0% | — | 不变 |
| — | SUJA LIFE INC | $101.60万 | 0.04% | 100,000 | 100,000 | — | $101.60万 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $101.52万 | 0.04% | 40,000 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $97.50万 | 0.04% | 185,000 | 0 | 0.0% | — | 不变 |
| MH | MCGRAW HILL INC | $94.70万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $91.50万 | 0.03% | 300,000 | 0 | 0.0% | — | 不变 |
| WVE | WAVE LIFE SCIENCES LTD | $87.15万 | 0.03% | 150,000 | 0 | 0.0% | — | 不变 |
| IVA | INVENTIVA SA | $85.05万 | 0.03% | 225,000 | 225,000 | — | $85.05万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $84.60万 | 0.03% | 50,000 | 50,000 | — | $84.60万 | 新建仓 |
| KARD | KARDIGAN INC | $71.55万 | 0.03% | 30,000 | 30,000 | — | $71.55万 | 新建仓 |
| EVMN | EVOMMUNE INC | $66.45万 | 0.02% | 50,000 | 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 |
| MANE | VERADERMICS INC | $61.47万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| LXEO | LEXEO THERAPEUTICS INC | $58.19万 | 0.02% | 125,000 | 0 | 0.0% | — | 不变 |
| SPTX | SEAPORT THERAPEUTICS INC | $54.30万 | 0.02% | 25,000 | 25,000 | — | $54.30万 | 新建仓 |
| — | ADICET BIO INC | $54.00万 | 0.02% | 62,500 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $45.43万 | 0.02% | 35,000 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP | $43.45万 | 0.02% | 75,700 | 75,700 | — | $43.45万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $37.42万 | 0.01% | 20,000 | 20,000 | — | $37.42万 | 新建仓 |
| FRBT | FORBRIGHT INC | $36.58万 | 0.01% | 20,000 | 20,000 | — | $36.58万 | 新建仓 |
| — | CONNECT BIOPHARMA HLDGS LTD | $35.70万 | 0.01% | 150,000 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $32.78万 | 0.01% | 176,243 | 176,243 | — | $32.78万 | 新建仓 |
| PBLS | PARABILIS MEDICINES INC | $27.37万 | 0.01% | 10,000 | 10,000 | — | $27.37万 | 新建仓 |
| 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 |