13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006277
Total Value
$86.0M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 27,149 | $22.9M | 26.61% |
| 2 | AMAZON COM INC | AMZN | 172,582 | $21.9M | 25.50% |
| 3 | MICROSOFT CORP | MSFT | 52,262 | $16.5M | 19.18% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 164,389 | $14.8M | 17.20% |
| 5 | MOODYS CORP | MCO | 31,298 | $9.9M | 11.50% |