13F HOLDINGS REPORT (Amended)
BRX Global LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000919574-24-004757
Total Value
$136.0M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 27,149 | $34.7M | 25.50% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 242,862 | $33.5M | 24.62% |
| 3 | AMAZON COM INC | AMZN | 172,582 | $33.4M | 24.52% |
| 4 | MOODYS CORP | MCO | 59,743 | $25.1M | 18.49% |
| 5 | MICROSOFT CORP | MSFT | 20,900 | $9.3M | 6.87% |