BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 4
- −2 vs. Q1 2023
- Portfolio value
- $77.1M
- −$6.98M (−8.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 27,149 | $24.3M | 31.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $22.5M | 29.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 52,262 | $17.8M | 23.1% | −10,372−16.6% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 164,389 | $12.5M | 16.2% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.