BURKEHILL GLOBAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 5.50M | $17.16M |
 | HPP | 4.00M | $11.04M |
 | MBLY | 3.00M | $42.36M |
 | ACHR | 2.00M | $19.16M |
 | ADT | 1.50M | $13.06M |
 | SARO | 1.50M | $40.94M |
 | BEKE | 1.50M | $28.50M |
 | GLXY | 1.40M | $47.33M |
 | QXO | 1.00M | $19.06M |
 | SOFI | 1.00M | $26.42M |
 | PRMB | 1.00M | $22.10M |
 | LTM | 950K | $42.99M |
 | SNDK | 800K | $89.76M |
 | CRWV | 785K | $107.43M |
 | BRO | 750K | $70.34M |
 | CHWY | 750K | $30.34M |
 | CMPX | 700K | $2.45M |
 | CABA | 700K | $1.64M |
 | GDS | 700K | $27.09M |
 | FIGR | 600K | $21.82M |
Transocean Ltd.
RIG
Shares Held
5.50M
Value
$17.16M
Hudson Pacific Properties, Inc.
HPP
Shares Held
4.00M
Value
$11.04M
Mobileye Global Inc.
MBLY
Shares Held
3.00M
Value
$42.36M
Archer Aviation Inc.
ACHR
Shares Held
2.00M
Value
$19.16M
ADT Inc.
ADT
Shares Held
1.50M
Value
$13.06M
StandardAero, Inc.
SARO
Shares Held
1.50M
Value
$40.94M
KE Holdings Inc.
BEKE
Shares Held
1.50M
Value
$28.50M
Galaxy Digital
GLXY
Shares Held
1.40M
Value
$47.33M
QXO Inc
QXO
Shares Held
1.00M
Value
$19.06M
SoFi Technologies, Inc.
SOFI
Shares Held
1.00M
Value
$26.42M
Primo Brands Corporation
PRMB
Shares Held
1.00M
Value
$22.10M
LATAM Airlines Group S.A.
LTM
Shares Held
950K
Value
$42.99M
Sandisk Corporation
SNDK
Shares Held
800K
Value
$89.76M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
785K
Value
$107.43M
Brown & Brown, Inc.
BRO
Shares Held
750K
Value
$70.34M
Chewy, Inc.
CHWY
Shares Held
750K
Value
$30.34M
Compass Therapeutics, Inc.
CMPX
Shares Held
700K
Value
$2.45M
Cabaletta Bio, Inc.
CABA
Shares Held
700K
Value
$1.64M
GDS Holdings Limited
GDS
Shares Held
700K
Value
$27.09M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
600K
Value
$21.82M