BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 5
- 0 vs. Q3 2023
- Portfolio value
- $108.1M
- +$22.1M (+25.7%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 27,149 | $27.5M | 25.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $26.2M | 24.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 52,262 | $19.7M | 18.2% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 164,389 | $17.9M | 16.6% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 43,107 | $16.8M | 15.6% | +11,809+37.7% | Added | History |