BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 9
- 0 vs. Q1 2021
- Portfolio value
- $141.8M
- +$24.5M (+20.9%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 43,213 | $28.0M | 19.7% | +6,100+16.4% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 121,654 | $21.1M | 14.9% | −46,053−27.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 5,912 | $20.3M | 14.3% | +5,912 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 76,122 | $17.3M | 12.2% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 124,131 | $14.0M | 9.9% | −35,194−22.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 35,403 | $12.3M | 8.7% | +35,403 | New | History |
| GOOGAlphabet Inc. | Stock | 4,631 | $11.6M | 8.2% | −1,364−22.8% | Reduced | History |
| VVisa Inc. | Stock | 37,035 | $8.66M | 6.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 3,490 | $8.52M | 6.0% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.