BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 5
- 0 vs. Q4 2023
- Portfolio value
- $133.2M
- +$25.1M (+23.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 27,149 | $33.4M | 25.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $31.1M | 23.4% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 216,552 | $25.3M | 19.0% | +52,163+31.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 52,262 | $22.0M | 16.5% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 54,378 | $21.4M | 16.0% | +11,271+26.1% | Added | History |