StockDriftsStockDriftsTop 50 Burkehill Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 6.45% | 500.0K | $178.7M | new | $315.43(+9.66%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.38% | 500.0K | $176.7M | new | $313.24(+9.67%) | 2026-06-30 | |
| DLR | DIGITAL RLTY TR INC | 4.86% | 750.0K | $134.7M | +0.00%(+0) | $167.46(+19.52%) | 2026-06-30 | |
| FPS | FORGENT POWER SOLUTIONS INC | 3.03% | 1.50M | $83.8M | -11.76%(-200.00K) | $29.27(+35.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.82% | 270.0K | $78.1M | new | $267.99(+14.16%) | 2026-06-30 | |
| O | REALTY INCOME CORP | 2.8% | 1.25M | $77.5M | new | $60.13(+4.35%) | 2026-06-30 | |
| CRWV | COREWEAVE INC | 2.52% | 700.0K | $69.7M | +0.00%(+0) | $63.33(+66.20%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR CO INC | 2.47% | 500.0K | $68.4M | new | $100.75(+24.67%) | 2026-06-30 | |
| MDLN | MEDLINE INC | 2.14% | 1.50M | $59.2M | -23.08%(-450.00K) | $42.63(-16.16%) | 2026-06-30 | |
| SNPS | SYNOPSYS INC | 2.09% | 130.0K | $58.0M | +0.00%(+0) | $433.10(-2.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +48.41% |
Burkehill Global Management LP reports $2.77B in US-listed equity holdings across 173 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (6.5%), GOOG (6.4%) and DLR (4.9%). The top 20 holdings account for 45.56% of reported assets. Its disclosed equity book has returned +49.82% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Burkehill Global Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Burkehill Global Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904549). View Burkehill Global Management LP’s 13F filings on SEC