BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 6
- 0 vs. Q4 2022
- Portfolio value
- $84.1M
- +$14.7M (+21.1%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 27,149 | $20.0M | 23.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 62,634 | $18.1M | 21.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $17.8M | 21.2% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 164,389 | $13.5M | 16.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 79,180 | $8.23M | 9.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 62,115 | $6.44M | 7.7% | 00.0% | Unchanged | History |