Brx-Global-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GWRE",
  "TDG",
  "AMZN",
  "MCO"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

4 identified0 unidentified

Holdings

Manager:

4 positions • $134.7M total value

Manager:

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Guidewire Software, Inc.

Shares:223.5K

Value:$41.9M

% of Portfolio:31.1% ($41.9M/$134.7M)

TransDigm Group INC

Shares:27.1K

Value:$37.6M

% of Portfolio:27.9% ($37.6M/$134.7M)

MOODYS CORP /DE/

Shares:59.7K

Value:$27.8M

% of Portfolio:20.7% ($27.8M/$134.7M)

AMAZON COM INC

Shares:144.1K

Value:$27.4M

% of Portfolio:20.4% ($27.4M/$134.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Guidewire Software, Inc.(GWREcusip40171V100)	223.5K	QoQ -7.98% (-19.4K) YoY +3.19% (+6.9K)	All Managers (Combined)	$41.9M	31.1% ($41.9M/$134.7M)	QoQ +2.26% (-$928.8K) YoY +65.66% (+$16.6M)
TransDigm Group INC(TDGcusip893641100)	27.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$37.6M	27.9% ($37.6M/$134.7M)	QoQ +9.15% (+$3.1M) YoY +12.31% (+$4.1M)
MOODYS CORP /DE/(MCOcusip615369105)	59.7K	QoQ 0.00% (-0) YoY +9.86% (+5.4K)	All Managers (Combined)	$27.8M	20.7% ($27.8M/$134.7M)	QoQ -1.62% (-$458.8K) YoY +30.17% (+$6.4M)
AMAZON COM INC(AMZNcusip023135106)	144.1K	QoQ -16.49% (-28.5K) YoY -16.49% (-28.5K)	All Managers (Combined)	$27.4M	20.4% ($27.4M/$134.7M)	QoQ -27.57% (-$10.4M) YoY -11.91% (-$3.7M)