BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 5
- +1 vs. Q2 2023
- Portfolio value
- $86.0M
- +$8.94M (+11.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 27,149 | $22.9M | 26.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $21.9M | 25.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 52,262 | $16.5M | 19.2% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 164,389 | $14.8M | 17.2% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 31,298 | $9.90M | 11.5% | +31,298 | New | History |