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 |
|---|---|---|---|---|
| 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% |
Holdings in PRAX
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,276,650 | 35,000 | Shares | Sole | 2026-05-15 | |
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