Brx Global LP

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001844103
Type: FundHoldings: 4Value: $134.7MLatest: 2025Q1

BRX Global LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 4 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
4
Total Value
134667582
Accession Number
0001844103-25-000005
Form Type
13F-HR
Manager Name
Brx-Global-Lp
Data Enrichment
100% identified
4 identified0 unidentified

Holdings

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)