BRX Global LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), BRX Global LP reported 5 stock positions worth $133.2 million. Its top holding was Transdigm (TDG) at 25.1% of the portfolio, followed by Amazon.com (AMZN, 23.4%) and Guidewire Software (GWRE, 19.0%). Compared with Q4 2023, it added to 2. The biggest buy was Guidewire Software (GWRE, shares +32%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001844103
Portfolio Value
$133.2M (Q1 2024)
SEC Filing
0000919574-24-003000 ↗ filed May 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $133.2M $133.2M Q1 2024 Q2 2024: $136.0M Q2 2024 Q3 2024: $152.7M Q3 2024 Q4 2024: $141.5M Q4 2024 Q1 2025: $134.7M Q1 2025 Q2 2025: $118.4M Q2 2025 Q3 2025: $104.7M Q3 2025 Q4 2025: $102.2M Q4 2025 Q1 2026: $76.7M Q1 2026 Q2 2026: $81.9M Q2 2026

Holdings 5 stocks · $133.2M
TDG Transdigm Group Inc. 25.10% 27,149 $33.4M No change
AMZN Amazon.com Inc. 23.37% 172,582 $31.1M No change
GWRE Guidewire Software Inc. 18.97% 216,552 $25.3M Add +31.7%
MSFT Microsoft Corp. 16.51% 52,262 $22.0M No change
MCO Moody's Corp. 16.05% 54,378 $21.4M Add +26.1%

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
GWRE Guidewire Software Inc. Add +31.7% 18.97% +2.39
MCO Moody's Corp. Add +26.1% 16.05% +0.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$81.9MTDG, MCO, GWRE
Q1 2026 3$76.7MTDG, MCO, GWRE
Q4 2025 3$102.2MTDG, GWRE, MCO
Q3 2025 3$104.7MGWRE, TDG, MCO
Q2 2025 3$118.4MGWRE, TDG, MCO
Q1 2025 4$134.7MGWRE, TDG, MCO, AMZN
Q4 2024 4$141.5MGWRE, AMZN, TDG, MCO
Q3 2024 5$152.7MGWRE, TDG, AMZN, MCO, MSFT
Q2 2024Amended 5$136.0MTDG, GWRE, AMZN, MCO, MSFT
Q1 2024 5$133.2MTDG, AMZN, GWRE, MSFT, MCO