BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 6
- 0 vs. Q2 2022
- Portfolio value
- $82.1M
- −$4.86M (−5.6%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 45,538 | $23.9M | 29.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 149,460 | $16.9M | 20.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 62,634 | $14.6M | 17.8% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 164,389 | $10.1M | 12.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 86,880 | $8.35M | 10.2% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| GOOGLAlphabet Inc. | Stock | 85,940 | $8.22M | 10.0% | 00.0% | UnchangedConverted for a 20-for-1 split | History |