BRX Global LP
- SEC CIK
- 0001844103
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 4
- 0 vs. Q4 2024
- Portfolio value
- $134.7M
- −$6.82M (−4.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software, Inc. | COM | 223,476 | $41.9M | 31.1% | −19,386−8.0% | Reduced | History |
| TDGTransDigm Group INC | COM | 27,149 | $37.6M | 27.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 59,743 | $27.8M | 20.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 144,121 | $27.4M | 20.4% | −28,461−16.5% | Reduced | History |