StockDriftsStockDriftsTop 50 Burkehill Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DLR | DIGITAL RLTY TR INC | 6.7% | 750.0K | $135.2M | new | $167.46(+3.49%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 6.61% | 145.0K | $133.4M | new | $997.23(+21.73%) | 2026-03-31 | |
| FANG | DIAMONDBACK ENERGY INC | 6.57% | 669.6K | $132.4M | new | $174.06(-1.16%) | 2026-03-31 | |
| MDLN | MEDLINE INC | 4.3% | 1.95M | $86.8M | +101.55%(+982.50K) | $42.63(+1.31%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 3.94% | 125.0K | $79.4M | new | $47.16(+3600.17%) | 2026-03-31 | |
| NRG | NRG ENERGY INC | 3.26% | 450.0K | $65.8M | new | $152.69(-10.47%) | 2026-03-31 | |
| GFS | GLOBALFOUNDRIES INC | 2.84% | 1.29M | $57.2M | new | $39.70(+75.92%) | 2026-03-31 | |
| CRWV | COREWEAVE INC | 2.69% | 700.0K | $54.2M | +10.30%(+65.36K) | $63.33(+29.07%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 2.56% | 130.0K | $51.5M | new | $433.10(+0.94%) | 2026-03-31 | |
| FPS | FORGENT POWER SOLUTIONS INC | 2.47% | 1.70M | $49.8M | new | $29.27(+60.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.65% | +31.83% |
| Top 20 Holdings Unweighted | +8.98% | +29.43% |
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