Regan O'Neill Portfolio
Invests via Burkehill Global Management LP | Managed by Christopher Rich
Invests via Burkehill Global Management LP
Managed by Christopher Rich
Automatically Tracked
Regan O'Neill Profile
With a distinguished background in investment management and strategic operations, Regan O'Neill has established himself as a pivotal player in the financial landscape. He possesses extensive experience driving growth for emerging businesses through operational leadership and market analysis. His track record showcases an ability to identify lucrative opportunities across diverse sectors, leveraging insights from his years of hands-on involvement with startups and mature enterprises alike. As an influential figure within corporate finance, he focuses on enabling companies to optimize their performance while navigating complex market dynamics.
With a distinguished background in investment management and strategic operations, Regan O'Neill has established himself as a pivotal player in the financial landscape. He possesses extensive experience driving growth for emerging businesses through operational leadership and market analysis. His track record showcases an ability to identify lucrative opportunities across diverse sectors, leveraging insights from his years of hands-on involvement with startups and mature enterprises alike. As an influential figure within corporate finance, he focuses on enabling companies to optimize their performance while navigating complex market dynamics.
Investment Philosophy & Strategy
Harnessing a wealth of operational insights, Regan O'Neill approaches investment with an eye for transformational opportunities. His keen understanding of market dynamics allows him to support enterprises in enhancing their strategic positioning and accelerating growth trajectories. By prioritizing innovative solutions and collaborative partnerships, he emphasizes building resilient business models that adapt to evolving industry trends. The ability to engage deeply with diverse sectors informs his capital allocation decisions, resulting in impactful investments that seek long-term value creation.
Harnessing a wealth of operational insights, Regan O'Neill approaches investment with an eye for transformational opportunities. His keen understanding of market dynamics allows him to support enterprises in enhancing their strategic positioning and accelerating growth trajectories. By prioritizing innovative solutions and collaborative partnerships, he emphasizes building resilient business models that adapt to evolving industry trends. The ability to engage deeply with diverse sectors informs his capital allocation decisions, resulting in impactful investments that seek long-term value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
18.19%
Gain +0.49%
Monthly
0.9%
Yearly
11.38%
Drawdown
18.71%
$2.26B
Equity
Holdings
$2.26B
Investment
$2.02B
$283.86M
Profit +$9.53M
Realized
$43.99M
Unrealized
$239.87M
Dividends
$21.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.49%
Profit
$9.53M
Win %
54%
This Week
Compared To Last Week
Gain
0.42%
Profit
$9.48M
Win %
54%
This Month
Compared to last month
Gain
-10.18%
Profit
-$255.78M
Win %
54%
This Year
Compared to last year
Gain
12.08%
Profit
$242.04M
Win %
55%
BETA BETA Technologies, Inc. - Class A Common Stock
+11.46%
+$457,875 
GLXY Galaxy Digital Inc. Class A Common Stock
+10.49%
+$3.18M 
XNDU Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares
+10.22%
+$1.02M 
BTGO Bitgo Holdings, Inc.
+8.42%
+$20,000 
NAVN Navan, Inc.
+6.97%
+$543,000 
ZBIO Zenas BioPharma, Inc.
+6.73%
+$79,452 
VRDN Viridian Therapeutics Inc.
+6.38%
+$74,750 
FIGR Figure Technology Solutions Inc Cl A
+5.82%
+$2.02M 
SNDK SanDisk Corporation
+5.7%
+$9.65M 
NBIS Nebius Group N.V.
+5.51%
+$979,999 
KVYO Klaviyo Inc.
+4.64%
+$246,000 
RDW Redwire Corporation
+4.62%
+$87,750 
GDS GDS Holdings Ltd. - ADR
+4.48%
+$976,500 
RCUS Arcus Biosciences Inc.
+4.4%
+$60,250 
CHWY Chewy Inc.
+4.3%
+$540,000 
JOBY Joby Aviation, Inc.
+4.08%
+$59,000 
ALHC Alignment Healthcare, Inc.
+3.81%
+$274,750 
LRMR Larimar Therapeutics Inc.
+3.65%
+$40,500 
TE T1 Energy Inc.
+3.51%
+$102,500 
AGRO Adecoagro S.A.
+3.38%
+$68,000 
SLDE Slide Insurance Holdings, Inc.
+3.32%
+$272,000 
FDMT 4D Molecular Therapeutics, Inc.
+2.87%
+$86,625 
FLY Firefly Aerospace Inc.
+2.65%
+$63,750 
CRWV CoreWeave, Inc.
+2.51%
+$1.29M 
DOCN DigitalOcean Holdings Inc.
+2.4%
+$1.08M 
WTTR Select Water Solutions Inc.
+2.34%
+$308,750 
VIA Via Transportation, Inc.
+1.95%
+$52,500 
CBIO Crescent Biopharma, Inc.
+1.91%
+$20,853.2 
KTOS Kratos Defense & Security Solutions, Inc.
+1.74%
+$160,000 
WBI WaterBridge Infrastructure LLC
+1.57%
+$81,750 
KNTK Kinetik Holdings Inc.
+1.46%
+$183,750 
NRG NRG Energy, Inc.
+1.4%
+$814,500 
AGMB Agomab Therapeutics NV
+1.33%
+$5,600 
ASPI ASP Isotopes Inc.
+1.29%
+$12,500 
DLR Digital Realty Trust, Inc.
+1.28%
+$1.67M 
MIAX Miami International Holdings, Inc.
+1.18%
+$145,000 
SPXC Spx Technologies Inc.
+1.18%
+$49,900.2 
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock
+1.02%
+$10,000 
AERO Aero Grow International, Inc.
+1%
+$27,125 
OLMA Olema Pharmaceuticals Inc.
+0.98%
+$14,037.5 
WLTH Wealthfront Corporation
+0.97%
+$31,500 
INR Infinity Natural Resources, Inc.
+0.96%
+$6,250 
OMDA Omada Health, Inc.
+0.92%
+$10,850 
ARX Accelerant Holdings Ltd Class A Ordinary Shares
+0.89%
+$12,000 
DYN Dyne Therapeutics Inc.
+0.84%
+$31,000 
HNGE Hinge Health Inc.
+0.81%
+$248,500 
KEX Kirby Corporation
+0.79%
+$57,250.5 
ERAS Erasca, Inc.
+0.78%
+$15,000 
HON Honeywell International Inc.
+0.73%
+$160,875 
FULC Fulcrum Therapeutics Inc.
+0.69%
+$1,250 
PTRN Pattern Group Inc.
+0.64%
+$45,000 
LGN Legence Corp.
+0.63%
+$182,750 
NTSK Netskope, Inc.
+0.59%
+$20,200 
FANG Diamondback Energy Inc
+0.58%
+$763,341.72 
MMED MiniMed Group, Inc.
+0.57%
+$28,830 
WAY Waystar Holding Corp.
+0.56%
+$50,000 
LOAR Loar Holdings Inc.
+0.56%
+$156,000 
MPLT MapLight Therapeutics, Inc.
+0.56%
+$15,750 
NP Neptune Insurance Holdings Inc.
+0.55%
+$29,325 
PUMP ProPetro Holding Corp.
+0.54%
+$28,000 
INVX Innovex International Inc.
+0.48%
+$7,500 
HESM Hess Midstream LP
+0.45%
+$54,000 
MIR Mirion Technologies, Inc.
+0.41%
+$22,750 
CABA Cabaletta Bio Inc.
+0.35%
+$7,000 
SARO StandardAero, Inc.
+0.32%
+$161,469.91 
BOBS Bob's Discount Furniture, Inc.
+0.31%
+$12,525 
LIFE Ethos Technologies Inc.
+0.27%
+$5,000 
AVAH Aveanna Healthcare Holdings Inc.
+0.26%
+$6,875 
AMKR Amkor Technology Inc.
+0.16%
+$80,000 
ALMS Alumis Inc.
+0.15%
+$7,210.5 
IMNM Immunome Inc.
+0.13%
+$6,000 
APGE Apogee Therapeutics Inc.
+0.12%
+$4,980 
CRNX Crinetics Pharmaceuticals Inc.
+0.02%
+$1,500 
03040WBE4
0%
$0 
163072AC5
0%
$0 
19260QAB3
0%
$0 
30034WAD8
0%
$0 
852234AK9
0%
$0 
928298AR9
0%
$0 
92939UAP1
0%
$0 
CNTA Centessa Pharmaceuticals plc American Depositary Receipt
0%
$0 
EIKN Eikon Therapeutics, Inc.
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
FIHL Fidelis Insurance Holdings Limited
0%
$0 
JAN JanOne Inc
0%
$0 
NIQ
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
PICS
0%
$0 
TERN Terns Pharmaceuticals, Inc.
0%
$0 
IMMX Immix Biopharma Inc.
-11.76%
-$354,412.19 
OFRM Once Upon a Farm PBC
-10.57%
-$192,000 
AVBP Arrivent Biopharma Inc.
-8.07%
-$268,000 
TRVI Trevi Therapeutics Inc.
-7.55%
-$756,420 
CNTB Connect Biopharma Holdings Ltd.
-6.3%
-$22,500 
EVMN Evommune, Inc.
-5.81%
-$35,250 
BNTC Benitec Biopharma Inc.
-5.52%
-$105,750 
IMRX Immuneering Corporation
-4.85%
-$67,500 
SLI Standard Lithium Ltd.
-4.2%
-$190,000 
PAYP PayPay Corporation
-3.84%
-$180,000 
STRO Sutro Biopharma, Inc.
-3.82%
-$64,377 
KMTS Kestra Medical Technologies, Ltd.
-3.81%
-$46,560 
MBX MBX Biosciences, Inc.
-3.81%
-$239,890 
CMPS Compass Pathways plc Depositary Receipt
-3.81%
-$117,500 
MANE Veradermics Inc.
-3.78%
-$21,050 
ANDG Andersen Group Inc. Class A Common Stock
-3.78%
-$252,000 
GH Guardant Health Inc.
-3.62%
-$846,000 
ALH Alliance Laundry Holdings Inc.
-3.61%
-$414,000 
CRVS Corvus Pharmaceuticals Inc.
-3.46%
-$10,300 
RAPP Rapport Therapeutics Inc.
-3.12%
-$332,500 
HPP HUDSON PACIFIC PROPERTIES INC
-3.12%
-$279,999.72 
RLMD Relmada Therapeutics Inc.
-3.05%
-$16,842.08 
AGBK AGI Inc Class A Common Stock
-3.04%
-$21,000 
IMTX Immatics N.V.
-3.02%
-$43,500 
BHVN Biohaven Ltd.
-2.79%
-$215,000 
CAI Caris Life Sciences, Inc.
-2.76%
-$34,125 
METC Ramaco Resources, Inc.
-2.66%
-$46,500 
CARL Carlsmed, Inc.
-2.49%
-$14,500 
MWH SOLV Energy Inc Class A
-2.45%
-$97,300 
STC Stewart Information Services Corporation
-2.42%
-$130,500 
ACET Adicet Bio, Inc.
-2.28%
-$11,562.5 
LXEO Lexeo Therapeutics Inc.
-2.21%
-$12,937.5 
GPCR Structure Therapeutics Inc.
-2.19%
-$63,600 
YSS York Space Systems, Inc.
-2.09%
-$250,764.37 
INGM Ingram Micro Holding Corporation
-1.98%
-$165,300 
DNTH Dianthus Therapeutics Inc.
-1.94%
-$102,500 
KYTX Kyverna Therapeutics, Inc.
-1.88%
-$28,000 
CENX Century Aluminum Company
-1.87%
-$116,250 
MDLN Medline Inc.
-1.86%
-$1.44M 
CTRI Centuri Holdings Inc.
-1.84%
-$204,000 
VSEC VSE Corporation
-1.83%
-$329,157 
LLY Eli Lilly and Company
-1.82%
-$3.12M 
CTMX CytomX Therapeutics Inc.
-1.8%
-$14,625 
KYMR Kymera Therapeutics Inc.
-1.78%
-$154,500 
LTM LATAM Airlines Group S.A. ADR
-1.78%
-$514,250 
PHAT Phathom Pharmaceuticals Inc.
-1.74%
-$14,250 
SAIL SailPoint, Inc.
-1.59%
-$87,500 
AXGN Axogen Inc.
-1.55%
-$18,555 
FPS Forgent Power Solutions, Inc.
-1.42%
-$960,500 
IRON Disc Medicine Inc.
-1.35%
-$51,250 
EQPT EquipmentShare.com Inc.
-1.32%
-$48,400 
TTAM Titan America S.A.
-1.3%
-$44,000 
LMRI Lumexa Imaging Holdings, Inc.
-1.28%
-$7,125 
GUTS Fractyl Health Inc.
-1.26%
-$5,100 
BIOA BioAge Labs, Inc.
-1.22%
-$27,900 
VIST Vista Energy, S.A.B. de C.V.
-1.2%
-$115,500 
SHC Sotera Health Company
-1.18%
-$31,500 
MDU MDU Resources Group, Inc.
-1.11%
-$70,500 
XENE Xenon Pharmaceuticals Inc.
-1.09%
-$74,660 
DNLI Denali Therapeutics Inc.
-1.07%
-$50,000 
PCVX Vaxcyte, Inc.
-1.07%
-$30,000 
ZURA Zura Bio Ltd.
-1.01%
-$4,125 
ULS Ul Solutions Inc.
-0.97%
-$255,000 
BKV BKV Corporation
-0.89%
-$46,000 
NTST Netstreit Corp.
-0.88%
-$41,635.43 
CURB Curbline Properties Corp.
-0.85%
-$74,250 
HTFL HeartFlow, Inc.
-0.82%
-$13,201.5 
RIG Transocean Ltd.
-0.78%
-$80,000 
NRIX Nurix Therapeutics Inc.
-0.75%
-$20,724.92 
SNPS Synopsys, Inc.
-0.73%
-$366,600 
CMPX Compass Therapeutics Inc.
-0.73%
-$10,500 
KRMN Karman Holdings Inc.
-0.7%
-$56,875 
TNYA Tenaya Therapeutics, Inc.
-0.64%
-$10,400 
VOYG Voyager Technologies, Inc.
-0.62%
-$19,200 
MNTN MNTN, Inc.
-0.58%
-$5,200 
COGT Cogent Biosciences, Inc.
-0.55%
-$145,125 
MH McGraw Hill, Inc.
-0.52%
-$5,000 
FLOC Flowco Holdings Inc.
-0.49%
-$30,000 
TARA Protara Therapeutics Inc.
-0.49%
-$9,000 
WVE Wave Life Sciences Ltd.
-0.43%
-$3,750 
PRAX Praxis Precision Medicines Inc.
-0.38%
-$42,000 
MLYS Mineralys Therapeutics, Inc.
-0.33%
-$13,500 
BCAX Bicara Therapeutics Inc.
-0.31%
-$8,720 
AKR Acadia Realty Trust
-0.31%
-$7,000 
GFS GlobalFoundries Inc.
-0.29%
-$218,220.45 
SYM Symbotic Inc. Class A
-0.29%
-$57,000 
EPRT Essential Properties Realty Trust, Inc.
-0.27%
-$31,500 
ADT ADT Inc.
-0.21%
-$22,500 
ATAI AtaiBeckley Inc.
-0.21%
-$2,775 
VIK Viking Holdings Ltd
-0.12%
-$39,000 
CBC Central Bancompany, Inc.
-0.05%
-$2,137.5 
AS Amer Sports, Inc.
-0.03%
-$2,000 
DFTX Definium Therapeutics, Inc.
0%
-$170 Events
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Dividends
Dividend Analysis
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| Trades 415 | Longs Won 161/415 38% | Profit Factor 1.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.22M |
| Average Win $3.92M | Best Trade (Jul 20) $99.58M | Sharpe Ratio -10.54 |
| Average Loss -$1.37M | Worst Trade (Jul 19) -$22.14M | Z-Score 0.25 (19.78%) |
| Commissions $0 | Avg. Trade Length 6m 2w 2d | Expectancy $683,997.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 1,650 | 1,485 | 1,320 | 1,155 | 990 | 825 | 660 | 495 | 330 | 165 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Regan O'Neill?
The largest contributions to the portfolio's profits come from the following stocks: CoreWeave, Inc - $55.3M, SanDisk Corporation - $53.48M, Arthur J. Gallagher & Co - $34.24M, Consolidated Edison, Inc - $13.67M, and Cidara Therapeutics, Inc - $8.61M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Primo Brands Corp. Common Stock - $19.68M, Brown & Brown Inc - $12.57M, Mobileye Global Inc - $11.04M, Semtech Corporation - $8.23M, and Nebius Group N.V - $8.19M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Regan O'Neill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.02M earned over time. The largest contributors to dividend income include American Electric Power Company, Inc - $1.49M, Hess Midstream LP - $1.09M, Xcel Energy Inc - $964,100, Digital Realty Trust, Inc - $915,000, and Entergy Corporation - $855,742.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Regan O'Neill's monthly returns?
Regan O'Neill's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Regan O'Neill's strategy be considered aggressive or moderate?
Regan O'Neill's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Regan O'Neill's strategy?
Regan O'Neill's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
