13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001844103-25-000001
Total Value
$141.5M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Guidewire Software Inc | GWRE | 242,862 | $40.9M | 28.94% |
| 2 | Amazon.com Inc | AMZN | 172,582 | $37.9M | 26.76% |
| 3 | Transdigm Group Inc | TDG | 27,149 | $34.4M | 24.32% |
| 4 | Moodys Corp | MCO | 59,743 | $28.3M | 19.99% |