BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 6
- −2 vs. Q1 2022
- Portfolio value
- $86.9M
- −$18.9M (−17.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 45,538 | $24.4M | 28.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 62,634 | $16.1M | 18.5% | +62,634 | New | History |
| AMZNAmazon Com Inc | Stock | 149,460 | $15.9M | 18.3% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| GWREGuidewire Software, Inc. | COM | 164,389 | $11.7M | 13.4% | +24,918+17.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 4,344 | $9.50M | 10.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,297 | $9.36M | 10.8% | +320+8.0% | Added | History |
Sold out since Q1 2022 (3)
Positions held at the end of Q1 2022 that are gone from this filing.