BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.
- Positions
- 9
- No 13F data for Q4 2020
- Portfolio value
- $117.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LBRDKLiberty Broadband Corp | COM SER C | 167,707 | $25.2M | 21.5% | – | – | History |
| TDGTransDigm Group INC | COM | 37,113 | $21.8M | 18.6% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 76,122 | $17.3M | 14.7% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 159,325 | $16.2M | 13.8% | – | – | History |
| GOOGAlphabet Inc. | Stock | 5,995 | $12.4M | 10.6% | – | – | History |
| VVisa Inc. | Stock | 37,035 | $7.84M | 6.7% | – | – | History |
| MAMastercard Inc | Stock | 21,685 | $7.72M | 6.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 3,490 | $7.20M | 6.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 2,705 | $1.67M | 1.4% | – | – | History |