13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-003000
Total Value
$133.2M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 27,149 | $33.4M | 25.10% |
| 2 | AMAZON COM INC | AMZN | 172,582 | $31.1M | 23.37% |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 216,552 | $25.3M | 18.97% |
| 4 | MICROSOFT CORP | MSFT | 52,262 | $22.0M | 16.51% |
| 5 | MOODYS CORP | MCO | 54,378 | $21.4M | 16.05% |