Burkehill Global Management, LP Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.8B

Holdings

139

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (139 positions)

StockValue
CRWVCOREWEAVE INC
$107.4M
SNDKSANDISK CORP
$89.8M
BROBROWN & BROWN INC
$70.3M
GLXYGALAXY DIGITAL INC.
$47.3M
NDAQNASDAQ INC
$44.2M
LTMLATAM AIRLINES GROUP SA
$43.0M
MBLYMOBILEYE GLOBAL INC
$42.4M
VRSNVERISIGN INC
$42.1M
SAROSTANDARDAERO INC
$40.9M
LOARLOAR HOLDINGS INC
$40.0M
NBISNEBIUS GROUP N.V.
$36.5M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$32.0M
FOXFOX CORP
$30.6M
CHWYCHEWY INC
$30.3M
BEKEKE HLDGS INC
$28.5M
ETRENTERGY CORP NEW
$28.0M
GDSGDS HLDGS LTD
$27.1M
DUK 4.125 04/15/26DUKE ENERGY CORP NEW
$26.8M
SOFISOFI TECHNOLOGIES INC
$26.4M
VIKVIKING HOLDINGS LTD
$24.9M
LPLALPL FINL HLDGS INC
$23.3M
WAYWAYSTAR HLDG CORP
$22.8M
KGSKODIAK GAS SVCS INC
$22.2M
PRMBPRIMO BRANDS CORPORATION
$22.1M
FIGRFIGURE TECHNOLOGY SOLUTIO
$21.8M
ULSUL SOLUTIONS INC
$21.3M
MMYTMAKEMYTRIP LIMITED MAURITIUS
$21.1M
SNSHARKNINJA INC
$20.6M
ESLTELBIT SYS LTD
$20.4M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$19.4M
ACHRARCHER AVIATION INC
$19.2M
QXOQXO INC
$19.1M
BIRKBIRKENSTOCK HOLDING PLC
$18.1M
ADCAGREE RLTY CORP
$17.8M
RIGTRANSOCEAN LTD
$17.2M
MRXMAREX GROUP PLC
$16.8M
KRMNKARMAN HLDGS INC
$16.2M
ABNB 0 03/15/26AIRBNB INC
$14.5M
BBIOBRIDGEBIO PHARMA INC
$14.3M
SFDSMITHFIELD FOODS INC
$14.1M
ASAMER SPORTS INC
$13.9M
NWSNEWS CORP NEW
$13.8M
LTHLIFE TIME GROUP HOLDINGS INC
$13.8M
IDAIDACORP INC
$13.2M
ADTADT INC DEL
$13.1M
XELXCEL ENERGY INC
$12.9M
HPPHUDSON PAC PPTYS INC
$11.0M
KNTKKINETIK HOLDINGS INC
$10.7M
AEEAMEREN CORP
$10.4M
HESMHESS MIDSTREAM LP
$10.4M
TTANSERVICETITAN INC
$10.1M
MPMP MATERIALS CORP
$10.1M
SAILSAILPOINT INC
$9.9M
CRBGCOREBRIDGE FINL INC
$9.6M
GFLGFL ENVIRONMENTAL INC
$9.5M
SMASMARTSTOP SELF STORAG REIT I
$9.4M
AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC
$9.4M
SPXCSPX TECHNOLOGIES INC
$9.3M
KLARKLARNA GROUP PLC
$9.2M
CWANCLEARWATER ANALYTICS HLDGS I
$9.1M
RHPRYMAN HOSPITALITY PPTYS INC
$9.0M
AMRZAMRIZE LTD
$8.5M
KVYOKLAVIYO INC
$8.3M
MIRMIRION TECHNOLOGIES INC
$8.1M
NTSTNETSTREIT CORP
$8.1M
RAPPRAPPORT THERAPEUTICS INC
$7.4M
OSONESTREAM INC
$7.4M
HNGEHINGE HEALTH INC
$7.4M
SOLVSOLVENTUM CORP
$7.3M
VIAVIA TRANSN INC
$7.2M
LGNLEGENCE CORP
$6.9M
TBBBBBB FOODS INC
$6.7M
SLDESLIDE INS HLDGS INC
$6.3M
NIQNIQ GLOBAL INTELLIGENCE PLC
$6.3M
STUBSTUBHUB HLDGS INC
$6.1M
INGMINGRAM MICRO HLDG CORP
$6.1M
MIAXMIAMI INTL HLDGS INC
$6.0M
SITMSITIME CORP
$6.0M
MLYSMINERALYS THERAPEUTICS INC
$5.7M
NTSKNETSKOPE INC
$5.7M
DTMDT MIDSTREAM INC
$5.7M
GGALGRUPO FINANCIERO GALICIA S.A
$5.5M
AHLASPEN INSURANCE HOLDINGS LTD
$5.5M
FIGFIGMA INC
$5.2M
BCSSBAIN CAP GSS INVT CORP
$5.0M
TRVITREVI THERAPEUTICS INC
$4.8M
CDTXCIDARA THERAPEUTICS INC
$4.8M
DLODLOCAL LTD
$4.3M
KYMRKYMERA THERAPEUTICS INC
$4.2M
CTRICENTURI HOLDINGS INC
$4.2M
KEXKIRBY CORP
$4.2M
FVRFRONTVIEW REIT INC
$4.1M
CUBICUSTOMERS BANCORP INC
$3.9M
PRPERMIAN RESOURCES CORP
$3.8M
WBIWATERBRIDGE INFRASTRUCTURE L
$3.8M
MRUSMERUS N V
$3.8M
FLYFIREFLY AEROSPACE INC
$3.7M
VOYGVOYAGER TECHNOLOGIES INC
$3.6M
PTRNPATTERN GROUP INC
$3.4M
TEMTEMPUS AI INC
$3.4M
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