Institutional Manager · CIK 0001844103
BRX Global LP
New York, NY · File #028-20718
Latest AUM
$102.2M
Positions
3
Top-10 Concentration
100.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $102.2M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $104.7M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $118.4M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $134.7M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $141.5M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $152.7M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $136.0M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20245 pos · $136.0M
- 13F HOLDINGS REPORTQ/E Mar 20245 pos · $133.2M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $86.0M
- 13F HOLDINGS REPORTQ/E Sep 20234 pos · $77.1M
- 13F HOLDINGS REPORTQ/E Jun 20236 pos · $84.1M
- 13F HOLDINGS REPORTQ/E Mar 20236 pos · $69.4M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Transdigm Group Inc | TDG | 28,279 | $37.6M | 36.80% |
| 2 | Guidewire Software Inc | GWRE | 169,447 | $34.1M | 33.33% |
| 3 | Moodys Corp | MCO | 59,743 | $30.5M | 29.87% |