BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 6
- 0 vs. Q3 2022
- Portfolio value
- $69.4M
- −$12.7M (−15.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 27,149 | $17.1M | 24.6% | −18,389−40.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 62,634 | $15.0M | 21.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $14.5M | 20.9% | +23,122+15.5% | Added | History |
| GWREGuidewire Software, Inc. | COM | 164,389 | $10.3M | 14.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 79,180 | $7.03M | 10.1% | −7,700−8.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 62,115 | $5.48M | 7.9% | −23,825−27.7% | Reduced | History |