Regan O'Neill

Burkehill Global Management, Lp

Assets Managed

$2.017B

Holdings

182

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

32.83%(2Q avg: 9.55%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Burkehill Global Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 182 positions.

Assets under management

The assets under management (AUM) of Burkehill Global Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.017B in assets, with a quarterly growth rate of 32.83% and a 2-quarter average growth rate of 9.55%. The portfolio is managed by Regan O'Neill, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DLR Digital Realty Trust Inc Recent Activity New Position	6.71%	$135.157M 750,000 shares@ $180.21 avg price	New Position
LLY Eli Lilly & Co Recent Activity New Position	6.62%	$133.367M 145,000 shares@ $919.77 avg price	New Position
FANG Diamondback Energy Inc Recent Activity New Position	6.57%	$132.44M 669,598 shares@ $197.79 avg price	New Position
MDLN Medline Inc-cl A Recent Activity Increased 101.56%	4.31%	$86.775M 1.95M shares@ $44.5 avg price	Increased 101.56%
SNDK Sandisk Corp Recent Activity New Position	3.94%	$79.418M 125,000 shares@ $635.34 avg price	New Position
NRG Nrg Energy Inc Recent Activity New Position	3.27%	$65.763M 450,000 shares@ $146.14 avg price	New Position
GFS Globalfoundries Inc Recent Activity New Position	2.84%	$57.198M 1.286M shares@ $44.48 avg price	New Position
CRWV Coreweave Inc-cl A Recent Activity Increased 10.3%	2.69%	$54.229M 700,000 shares@ $77.47 avg price	Increased 10.3%
SNPS Synopsys Inc Recent Activity New Position	2.56%	$51.542M 130,000 shares@ $396.48 avg price	New Position
FPS Forgent Power Solutions Inc Recent Activity New Position	2.47%	$49.759M 1.7M shares@ $29.27 avg price	New Position

1-10 of 182