BURKEHILL GLOBAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AS | 400K | $13.90M |
 | STUB | 365K | $6.15M |
 | KTOS | 350K | $31.98M |
 | MIR | 350K | $8.14M |
 | IMRX | 300K | $2.10M |
 | CRBG | 300K | $9.62M |
 | PR | 300K | $3.84M |
 | DLO | 300K | $4.28M |
 | ETR | 300K | $27.96M |
 | FVR | 300K | $4.11M |
 | KVYO | 300K | $8.31M |
 | ULS | 300K | $21.26M |
 | HESM | 300K | $10.37M |
 | INGM | 285K | $6.12M |
 | BBIO | 275K | $14.28M |
 | RAPP | 250K | $7.42M |
 | ADC | 250K | $17.76M |
 | KLAR | 250K | $9.16M |
 | KNTK | 250K | $10.69M |
 | NTSK | 250K | $5.68M |
Amer Sports, Inc.
AS
Shares Held
400K
Value
$13.90M
StubHub Holdings, Inc.
STUB
Shares Held
365K
Value
$6.15M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
350K
Value
$31.98M
Mirion Technologies, Inc.
MIR
Shares Held
350K
Value
$8.14M
Immuneering Corporation
IMRX
Shares Held
300K
Value
$2.10M
Corebridge Financial, Inc.
CRBG
Shares Held
300K
Value
$9.62M
Permian Resources Corporation
PR
Shares Held
300K
Value
$3.84M
DLocal Limited
DLO
Shares Held
300K
Value
$4.28M
Entergy Corporation
ETR
Shares Held
300K
Value
$27.96M
FrontView REIT, Inc.
FVR
Shares Held
300K
Value
$4.11M
Klaviyo, Inc.
KVYO
Shares Held
300K
Value
$8.31M
UL Solutions Inc.
ULS
Shares Held
300K
Value
$21.26M
Hess Midstream LP
HESM
Shares Held
300K
Value
$10.37M
Ingram Micro Holding Corporation
INGM
Shares Held
285K
Value
$6.12M
BridgeBio Pharma, Inc.
BBIO
Shares Held
275K
Value
$14.28M
Rapport Therapeutics, Inc. Common Stock
RAPP
Shares Held
250K
Value
$7.42M
Agree Realty Corporation
ADC
Shares Held
250K
Value
$17.76M
Klarna Group plc
KLAR
Shares Held
250K
Value
$9.16M
Kinetik Holdings Inc.
KNTK
Shares Held
250K
Value
$10.69M
Netskope, Inc. Class A Common Stock
NTSK
Shares Held
250K
Value
$5.68M