BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 4
- −1 vs. Q3 2024
- Portfolio value
- $141.5M
- −$11.2M (−7.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 242,862 | $40.9M | 28.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 172,582 | $37.9M | 26.8% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 27,149 | $34.4M | 24.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 59,743 | $28.3M | 20.0% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.