Burkehill Global Management
Burkehill Global Management reported 169 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (23.7%), GOOGL (6.6%) and GOOG (6.5%). Compared with Q1 2026, the fund opened new positions in SPCX, GOOGL and GOOG, added to KRMN, MWH and TRVI, trimmed FPS, MDLN and SARO and sold out of LLY, FANG and SNDK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $641M | 23.7% | 3.8M | New position | 1 of 7 | |
| 2 |  GOOGL Alphabet Inc | $179M | 6.6% | 500K | New position | 1 of 7 | |
| 3 |  GOOG Alphabet Inc | $177M | 6.5% | 500K | New position | 1 of 7 | |
| 4 |  DLR Digital Rlty TR Inc | $135M | 5.0% | 750K | No change | 2 of 7 | |
| 5 |  FPS Forgent Power Solutions Inc | $83.8M | 3.1% | 1.5M | −200K (−12%) | 2 of 7 | |
| 6 |  AAPL Apple Inc | $78.1M | 2.9% | 270K | New position | 1 of 7 | |
| 7 |  O Realty Income Corp REIT | $77.5M | 2.9% | 1.3M | New position | 2 of 7 | |
| 8 |  CRWV Coreweave Inc | $69.7M | 2.6% | 700K | No change | 6 of 7 | |
| 9 |  AEP American Elec Pwr Co Inc | $68.4M | 2.5% | 500K | New position | 3 of 7 | |
| 10 |  MDLN Medline Inc | $59.2M | 2.2% | 1.5M | −450K (−23%) | 3 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LLY Eli Lilly & Co | $133M | 145K |
 FANG Diamondback Energy Inc | $132M | 670K |
 SNDK Sandisk Corp | $79.4M | 125K |
 NRG Nrg Energy Inc | $65.8M | 450K |
 GFS Globalfoundries Inc | $57.2M | 1.3M |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Burkehill Global Management 13F FAQ
What does Burkehill Global Management own?
Burkehill Global Management reported 169 stocks worth $2.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (23.7%), GOOGL (6.6%) and GOOG (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Burkehill Global Management buy and sell in Q2 2026?
Compared with Q1 2026: 66 new positions, 5 added to, 13 trimmed and 72 sold out. New positions include SPCX, GOOGL and GOOG. It sold all of LLY, FANG and SNDK.
When will Burkehill Global Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Burkehill Global Management's portfolio worth?
The Q2 2026 filing reports $2.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.