Burkehill Global Management, LP — 13F holdings

Burkehill Global Management, LP reported 173 holdings worth $2.77B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPCX SPACE EXPLORATION TECHN CORP — $641M (23.1%)
2. GOOGL ALPHABET INC — $179M (6.5%)
3. GOOG ALPHABET INC — $177M (6.4%)
4. DLR DIGITAL RLTY TR INC — $135M (4.9%)
5. FPS FORGENT POWER SOLUTIONS INC — $83.8M (3.0%)
6. AAPL APPLE INC — $78.1M (2.8%)
7. O REALTY INCOME CORP — $77.5M (2.8%)
8. CRWV COREWEAVE INC — $69.7M (2.5%)
9. AEP AMERICAN ELEC PWR CO INC — $68.4M (2.5%)
10. MDLN MEDLINE INC — $59.2M (2.1%)