BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 5
- 0 vs. Q2 2024
- Portfolio value
- $152.7M
- +$16.7M (+12.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 242,862 | $44.4M | 29.1% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 27,149 | $38.7M | 25.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $32.2M | 21.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 59,743 | $28.4M | 18.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 20,900 | $8.99M | 5.9% | 00.0% | Unchanged | History |