13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004558
Total Value
$77.1M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 27,149 | $24.3M | 31.50% |
| 2 | AMAZON COM INC | AMZN | 172,582 | $22.5M | 29.19% |
| 3 | MICROSOFT CORP | MSFT | 52,262 | $17.8M | 23.09% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 164,389 | $12.5M | 16.23% |