13F HOLDINGS REPORT
BRX Global LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001844103-25-000005
Total Value
$134.7M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Guidewire Software Inc | GWRE | 223,476 | $41.9M | 31.09% |
| 2 | Transdigm Group Inc | TDG | 27,149 | $37.6M | 27.89% |
| 3 | Moodys Corp | MCO | 59,743 | $27.8M | 20.66% |
| 4 | Amazon.com Inc | AMZN | 144,121 | $27.4M | 20.36% |