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Burkehill Global Management, LP

Q1 2026 · 13F-HR

Burkehill Global Management, LPholdings as filed

Filed 2026-05-15 · accession 0001013594-26-000601

$2.02B
Reported value
182
Positions
2026-03-31
Period end
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The Brief · Burkehill Global Management, LP · Q1 2026

AI · grounded in 13F

Burkehill Global Management, LP initiated a new position in DLR worth $135.2M. The fund also established new stakes in LLY for $133.4M and FANG for $132.4M. On the sell side, the manager closed its entire position in ITT, reducing exposure by $60.7M. These moves were part of a broader portfolio shift involving 74 new positions and 53 reductions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
253868103DLRDIGITAL RLTY TR INC$135.2M6.70%750,000CommonSOLE
532457108LLYELI LILLY & CO$133.4M6.61%145,000CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$132.4M6.57%669,598CommonSOLE
58507V107MDLNMEDLINE INC$86.8M4.30%1,950,000CommonSOLE
80004C200SNDKSANDISK CORP$79.4M3.94%125,000CommonSOLE
629377508NRGNRG ENERGY INC$65.8M3.26%450,000CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$57.2M2.84%1,285,919CommonSOLE
21873S108CRWVCOREWEAVE INC$54.2M2.69%700,000CommonSOLE
871607107SNPSSYNOPSYS INC$51.5M2.56%130,000CommonSOLE
34631F102FPSFORGENT POWER SOLUTIONS INC$49.8M2.47%1,700,000CommonSOLE
85423L103SAROSTANDARDAERO INC$49.1M2.43%1,899,646CommonSOLE
438516106HONHONEYWELL INTL INC$44.1M2.19%195,000CommonSOLE
349381103FIGRFIGURE TECHNOLOGY SOLUTIO$40.7M2.02%1,200,000CommonSOLE
031652100AMKRAMKOR TECHNOLOGY INC$36.0M1.79%800,000CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$33.8M1.67%25,000,000CommonSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$32.6M1.62%380,000CommonSOLE
36165L108GDSGDS HLDGS LTD$28.2M1.40%700,000CommonSOLE
51817R205LTMLATAM AIRLINES GROUP SA$27.2M1.35%550,000CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$26.0M1.29%675,000CommonSOLE
36317J209GLXYGALAXY DIGITAL INC.$25.8M1.28%1,400,000CommonSOLE
903731107ULSUL SOLUTIONS INC$25.7M1.28%300,000CommonSOLE
87151X101SYMSYMBOTIC INC$25.3M1.25%475,000CommonSOLE
52476L109LGNLEGENCE CORP$24.0M1.19%425,000CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$23.9M1.18%325,000CommonSOLE
53947R105LOARLOAR HOLDINGS INC$22.9M1.14%400,000CommonSOLE
19260QAB3COIN 0.5 06/01/26COINBASE GLOBAL INC$19.8M0.98%20,000,000CommonSOLE
92939UAP1WEC 4.375 06/01/27WEC ENERGY GROUP INC$18.1M0.90%15,000,000CommonSOLE
918284100VSECVSE CORP$16.6M0.82%90,000CommonSOLE
16679L109CHWYCHEWY INC$16.2M0.80%600,000CommonSOLE
471024109JANJANUS LIVING INC$15.3M0.76%650,000CommonSOLE
987084100YSSYORK SPACE SYSTEMS INC$14.8M0.74%668,705CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$14.1M0.70%200,000CommonSOLE
485924104KRMNKARMAN HLDGS INC$14.0M0.69%175,000CommonSOLE
40131M109GHGUARDANT HEALTH INC$13.9M0.69%150,000CommonSOLE
433313103HNGEHINGE HEALTH INC$13.5M0.67%350,000CommonSOLE
H8817H100RIGTRANSOCEAN LTD$13.3M0.66%2,000,000CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$12.5M0.62%12,500,000CommonSOLE
02215L209KNTKKINETIK HOLDINGS INC$12.1M0.60%250,000CommonSOLE
155923105CTRICENTURI HOLDINGS INC$11.7M0.58%400,000CommonSOLE
428103105HESMHESS MIDSTREAM LP$11.7M0.58%300,000CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$11.3M0.56%150,000CommonSOLE
59356Q108MIAXMIAMI INTL HLDGS INC$11.3M0.56%290,000CommonSOLE
74006W207PRAXPRAXIS PRECISION MEDICINES I$11.3M0.56%35,000CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$10.6M0.53%350,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$10.4M0.51%100,000CommonSOLE
163072AC5CAKE 2 03/15/30CHEESECAKE FACTORY INC$10.2M0.51%10,000,000CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$9.9M0.49%650,000CommonSOLE
00090Q103ADTADT INC DEL$9.9M0.49%1,500,000CommonSOLE
946784105WAYWAYSTAR HLDG CORP$9.6M0.48%400,000CommonSOLE
01862Q107ALHALLIANCE LAUNDRY HLDGS INC$9.3M0.46%450,000CommonSOLE
156431108CENXCENTURY ALUM CO$8.8M0.44%150,000CommonSOLE
75383L102RAPPRAPPORT THERAPEUTICS INC$7.8M0.39%250,000CommonSOLE
831349105SLDESLIDE INS HLDGS INC$7.2M0.36%400,000CommonSOLE
670703107NUVLNUVALENT INC$7.2M0.36%70,000CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$7.1M0.35%275,000CommonSOLE
98390R102XNDUXANADU QUANTUM TECHNOLO LTD$6.9M0.34%1,000,000CommonSOLE
853606101SLISTANDARD LITHIUM LTD$6.8M0.34%2,000,000CommonSOLE
497266106KEXKIRBY CORP$6.6M0.33%50,000CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$6.6M0.33%285,000CommonSOLE
G0260P102ASAMER SPORTS INC$6.6M0.33%200,000CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$6.5M0.32%350,000CommonSOLE
70450C101PAYPPAYPAY CORP$6.4M0.32%300,000CommonSOLE
89532M101TRVITREVI THERAPEUTICS INC$6.3M0.31%525,000CommonSOLE
501575104KYMRKYMERA THERAPEUTICS INC$6.2M0.31%75,000CommonSOLE
552690109MDUMDU RES GROUP INC$6.2M0.31%300,000CommonSOLE
342909108FLOCFLOWCO HLDGS INC$6.2M0.31%300,000CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$6.2M0.31%350,000CommonSOLE
152309100CNTACENTESSA PHARMACEUTICALS PLC$6.0M0.30%150,000CommonSOLE
49845K101KVYOKLAVIYO INC$5.8M0.29%300,000CommonSOLE
98420N105XENEXENON PHARMACEUTICALS INC$5.8M0.29%100,000CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$5.8M0.29%400,000CommonSOLE
05603J108BKVBKV CORP$5.7M0.28%200,000CommonSOLE
928298AR9VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC$4.8M0.24%5,000,000CommonSOLE
852234AK9XYZ 0.25 11/01/27BLOCK INC$4.7M0.23%5,000,000CommonSOLE
78781J109SAILSAILPOINT INC$4.6M0.23%350,000CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$4.6M0.23%75,000CommonSOLE
G63755105NIQNIQ GLOBAL INTELLIGENCE PLC$4.5M0.23%400,000CommonSOLE
29445S100EQPTEQUIPMENTSHARE COM INC$4.5M0.22%220,000CommonSOLE
60365F109MMEDMINIMED GROUP INC$4.5M0.22%300,000CommonSOLE
45257U108IMNMIMMUNOME INC$4.4M0.22%200,000CommonSOLE
G1110E107BHVNBIOHAVEN LTD$4.2M0.21%500,000CommonSOLE
78475V103MWHSOLV ENERGY INC$4.2M0.21%140,000CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$4.2M0.21%50,000CommonSOLE
64073B103NPNEPTUNE INS HLDGS INC$4.2M0.21%172,500CommonSOLE
033853102ANDGANDERSEN GROUP INC$4.1M0.20%150,000CommonSOLE
603170101MLYSMINERALYS THERAPEUTICS INC$4.1M0.20%150,000CommonSOLE
64119V303NTSTNETSTREIT CORP$4.0M0.20%213,515CommonSOLE
940923105WBIWATERBRIDGE INFRASTRUCTURE L$4.0M0.20%150,000CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$4.0M0.20%20,000CommonSOLE
639193101NAVNNAVAN INC$4.0M0.20%300,000CommonSOLE
24823R105DNLIDENALI THERAPEUTICS INC$3.8M0.19%200,000CommonSOLE
20454B104CMPXCOMPASS THERAPEUTICS INC$3.7M0.18%700,000CommonSOLE
022307102ALMSALUMIS INC$3.6M0.18%165,000CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$3.6M0.18%100,000CommonSOLE
31816X106FLYFIREFLY AEROSPACE INC$3.6M0.18%125,000CommonSOLE
444097406HPPHUDSON PACIFIC PROPERTIES IN$3.4M0.17%571,428CommonSOLE
086921103BETABETA TECHNOLOGIES INC$3.3M0.16%225,000CommonSOLE
947002101WLTHWEALTHFRONT CORP$3.2M0.16%350,000CommonSOLE
254604101IRONDISC MEDICINE INC$3.2M0.16%50,000CommonSOLE
70339W104PTRNPATTERN GROUP INC$3.1M0.15%250,000CommonSOLE
L00849106AGROADECOAGRO S A$3.0M0.15%200,000CommonSOLE
B9151N105TTAMTITAN AMER SA$3.0M0.15%200,000CommonSOLE
152413100CBCCENTRAL BANCOMPANY$3.0M0.15%125,000CommonSOLE
55287L101MBXMBX BIOSCIENCES INC$3.0M0.15%100,000CommonSOLE
09681N106BOBSBOBS DISC FURNITURE INC$2.9M0.15%250,000CommonSOLE
92243G108PCVXVAXCYTE INC$2.9M0.14%50,000CommonSOLE
86366E106GPCRSTRUCTURE THERAPEUTICS INC$2.9M0.14%60,000CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$2.9M0.14%150,000CommonSOLE
26818M108DYNDYNE THERAPEUTICS INC$2.8M0.14%155,000CommonSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$2.8M0.14%120,000CommonSOLE
45258H106IMMXIMMIX BIOPHARMA INC$2.7M0.13%294,118CommonSOLE
35104E100FDMT4D MOLECULAR THERAPEUTICS IN$2.6M0.13%275,000CommonSOLE
03770N101APGEAPOGEE THERAPEUTICS INC$2.5M0.13%30,000CommonSOLE
40054J109AEROGRUPO AEROMEXICO SAB DE CV$2.5M0.12%175,000CommonSOLE
74365U107TARAPROTARA THERAPEUTICS INC$2.3M0.12%450,000CommonSOLE
75134P600METCRAMACO RES INC$2.3M0.11%150,000CommonSOLE
04272N102AVBPARRIVENT BIOPHARMA INC$2.3M0.11%100,000CommonSOLE
92556W104VIAVIA TRANSN INC$2.3M0.11%150,000CommonSOLE
35834F104TET1 ENERGY INC$2.2M0.11%500,000CommonSOLE
83601L102SHCSOTERA HEALTH CO$2.2M0.11%150,000CommonSOLE
64119N608NTSKNETSKOPE INC$2.1M0.11%250,000CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$2.1M0.10%40,000CommonSOLE
055477103BCAXBICARA THERAPEUTICS INC$2.0M0.10%100,000CommonSOLE
75776W103RDWREDWIRE CORPORATION$1.9M0.09%225,000CommonSOLE
004239109AKRACADIA RLTY TR$1.9M0.09%100,000CommonSOLE
24477V105DFTXDEFINIUM THERAPEUTICS INC$1.9M0.09%100,000CommonSOLE
12674W109CABACABALETTA BIO INC$1.9M0.09%700,000CommonSOLE
68062P106OLMAOLEMA PHARMACEUTICALS INC$1.9M0.09%125,000CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$1.8M0.09%118,972CommonSOLE
869367201STROSUTRO BIOPHARMA INC$1.8M0.09%71,530CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$1.8M0.09%275,000CommonSOLE
09077V100BIOABIOAGE LABS INC$1.7M0.09%100,000CommonSOLE
501976104KYTXKYVERNA THERAPEUTICS INC$1.7M0.09%200,000CommonSOLE
G65163100JOBYJOBY AVIATION INC$1.7M0.08%200,000CommonSOLE
68237F108OFRMONCE UPON A FARM PBC$1.6M0.08%100,000CommonSOLE
29479A108ERASERASCA INC$1.6M0.08%100,000CommonSOLE
092244102BRCBBLACK ROCK COFFEE BAR INC$1.6M0.08%125,000CommonSOLE
08205P209BNTCBENITEC BIOPHARMA INC$1.6M0.08%150,000CommonSOLE
42238D107HTFLHEARTFLOW INC$1.6M0.08%65,000CommonSOLE
45254E107IMRXIMMUNEERING CORP$1.6M0.08%300,000CommonSOLE
N69958101PICSPICS NV$1.6M0.08%150,000CommonSOLE
56565P103MPLTMAPLIGHT THERAPEUTICS INC$1.5M0.08%75,000CommonSOLE
N44445109IMTXIMMATICS N.V$1.5M0.07%150,000CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$1.5M0.07%60,000CommonSOLE
87990A106TNYATENAYA THERAPEUTICS INC$1.4M0.07%2,000,000CommonSOLE
20451W101CMPSCOMPASS PATHWAYS PLC$1.4M0.07%250,000CommonSOLE
580907103MHMCGRAW HILL INC$1.4M0.07%100,000CommonSOLE
G2545C104CBIOCRESCENT BIOPHARMA INC.$1.4M0.07%74,000CommonSOLE
517125100LRMRLARIMAR THERAPEUTICS INC$1.4M0.07%300,000CommonSOLE
142152107CAICARIS LIFE SCIENCES INC$1.3M0.07%75,000CommonSOLE
G00894108ARXACCELERANT HOLDINGS$1.3M0.07%100,000CommonSOLE
92790C104VRDNVIRIDIAN THERAPEUTICS INC$1.3M0.06%65,000CommonSOLE
282564103EIKNEIKON THERAPEUTICS INC$1.2M0.06%115,000CommonSOLE
30054Y107EVMNEVOMMUNE INC$1.1M0.06%50,000CommonSOLE
29765A101LIFEETHOS TECHNOLOGIES INC$1.1M0.06%100,000CommonSOLE
00218A105ASPIASP ISOTOPES INC$1.1M0.05%250,000CommonSOLE
29664W105ESPRESPERION THERAPEUTICS INC NE$1.1M0.05%400,000CommonSOLE
Y95308105WVEWAVE LIFE SCIENCES LTD$1.1M0.05%150,000CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$1.1M0.05%50,000CommonSOLE
23284F105CTMXCYTOMX THERAPEUTICS INC.$1.1M0.05%225,000CommonSOLE
G52441105KMTSKESTRA MED TECHNOLOGIES LTD$996,5000.05%50,000CommonSOLE
05463X106AXGNAXOGEN INC$993,9000.05%30,000CommonSOLE
456941103INRINFINITY NAT RES INC$880,5000.04%50,000CommonSOLE
55318A108MNTNMNTN INC$880,0000.04%100,000CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC$833,2500.04%75,000CommonSOLE
98937L105ZBIOZENAS BIOPHARMA INC$782,0000.04%40,000CommonSOLE
G0118C105AGBKAGI INC$727,0000.04%100,000CommonSOLE
52886X107LXEOLEXEO THERAPEUTICS INC$717,5000.04%125,000CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$665,4730.03%105,263CommonSOLE
04650F101ATAIATAIBECKLEY INC$654,9000.03%185,000CommonSOLE
68170A108OMDAOMADA HEALTH INC$628,5000.03%50,000CommonSOLE
14280C105CARLCARLSMED INC$452,5000.02%50,000CommonSOLE
G9TY5A101ZURAZURA BIO LTD$446,2500.02%75,000CommonSOLE
550249106LMRILUMEXA IMAGING HOLDINGS INC$430,0000.02%50,000CommonSOLE
007002207ACETADICET BIO INC$425,6250.02%62,500CommonSOLE
091947101BTGOBITGO HOLDINGS INC$411,5000.02%50,000CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$383,5000.02%50,000CommonSOLE
00860C102AGMBAGOMAB THERAPEUTICS NV$367,1500.02%35,000CommonSOLE
G23549101CNTBCONNECT BIOPHARMA HLDGS LTD$360,3000.02%150,000CommonSOLE
922967104MANEVERADERMICS INC$315,7500.02%5,000CommonSOLE
221015100CRVSCORVUS PHARMACEUTICALS INC$292,6000.01%20,000CommonSOLE
35168W103GUTSFRACTYL HEALTH INC$228,9000.01%500,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.