Burkehill Global Management, LP
Top Portfolio Positions
175 positions ·
$1,913,614,638 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
750,000 | $135,157,500 | 7.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
145,000 | $133,366,650 | 6.97% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
669,598 | $132,439,788 | 6.92% | |
| MDLN |
Medline Inc.
Healthcare
|
1,950,000 | $86,775,000 | 4.53% | |
| SNDK |
Sandisk Corp
Technology
|
125,000 | $79,417,500 | 4.15% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
450,000 | $65,763,000 | 3.44% | |
| GFS |
GLOBALFOUNDRIES Inc.
Technology
|
1,285,919 | $57,197,677 | 2.99% | |
| CRWV |
CoreWeave, Inc.
Technology
|
700,000 | $54,229,000 | 2.83% | |
| SNPS |
Synopsys Inc
Technology
|
130,000 | $51,542,400 | 2.69% | |
| FPS |
Forgent Power Solutions, Inc.
Industrials
|
1,700,000 | $49,759,000 | 2.60% |
Portfolio Trend
Holdings in NTSK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,122,500 | 250,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,385,000 | 250,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,682,500 | 250,000 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||