13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006510
Total Value
$152.7M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 242,862 | $44.4M | 29.10% |
| 2 | TRANSDIGM GROUP INC | TDG | 27,149 | $38.7M | 25.38% |
| 3 | AMAZON COM INC | AMZN | 172,582 | $32.2M | 21.06% |
| 4 | MOODYS CORP | MCO | 59,743 | $28.4M | 18.57% |
| 5 | MICROSOFT CORP | MSFT | 20,900 | $9.0M | 5.89% |