13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001211
Total Value
$69.4M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 27,149 | $17.1M | 24.63% |
| 2 | MICROSOFT CORP | MSFT | 62,634 | $15.0M | 21.64% |
| 3 | AMAZON COM INC | AMZN | 172,582 | $14.5M | 20.89% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 164,389 | $10.3M | 14.82% |
| 5 | ALPHABET INC | GOOG | 79,180 | $7.0M | 10.12% |
| 6 | ALPHABET INC | GOOG | 62,115 | $5.5M | 7.90% |