BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 8
- 0 vs. Q4 2021
- Portfolio value
- $105.9M
- −$6.53M (−5.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 45,538 | $29.7M | 28.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 7,473 | $24.4M | 23.0% | +769+11.5% | Added | History |
| GWREGuidewire Software, Inc. | COM | 139,471 | $13.2M | 12.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 4,344 | $12.1M | 11.5% | +290+7.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,977 | $11.1M | 10.4% | +487+14.0% | Added | History |
| VVisa Inc. | Stock | 32,872 | $7.29M | 6.9% | −4,163−11.2% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 41,961 | $5.68M | 5.4% | −5,868−12.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 11,107 | $2.47M | 2.3% | −11,658−51.2% | Reduced | History |