BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 5
- 0 vs. Q1 2024
- Portfolio value
- $136.0M
- +$2.81M (+2.1%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TDGTransDigm Group INC | COM | 27,149 | $34.7M | 25.5% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 242,862 | $33.5M | 24.6% | +26,310+12.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $33.4M | 24.5% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 59,743 | $25.1M | 18.5% | +5,365+9.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 20,900 | $9.34M | 6.9% | −31,362−60.0% | Reduced | History |