BRX Global LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), BRX Global LP reported 5 stock positions worth $136.0 million. Its top holding was Transdigm (TDG) at 25.5% of the portfolio, followed by Guidewire Software (GWRE, 24.6%) and Amazon.com (AMZN, 24.5%). Compared with Q1 2024, it added to 2 and reduced 1. The biggest buy was Guidewire Software (GWRE, shares +12%) and the biggest sale Microsoft (MSFT, shares −60%).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001844103
Portfolio Value
$136.0M (Q2 2024)
SEC Filing
0000919574-24-004757 ↗ filed Aug 14, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $133.2M Q1 2024 Q2 2024: $136.0M $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 · $136.0M
TDG Transdigm Group Inc. 25.50% 27,149 $34.7M No change
GWRE Guidewire Software Inc. 24.62% 242,862 $33.5M Add +12.2%
AMZN Amazon.com Inc. 24.52% 172,582 $33.4M No change
MCO Moody's Corp. 18.49% 59,743 $25.1M Add +9.9%
MSFT Microsoft Corp. 6.87% 20,900 $9.3M Reduce -60.0%

Portfolio Sells Q1 2024 → Q2 2024
MSFT Microsoft Corp. Reduce -60.0% 6.87% −9.64

Portfolio Buys Q1 2024 → Q2 2024
GWRE Guidewire Software Inc. Add +12.2% 24.62% +5.65
MCO Moody's Corp. Add +9.9% 18.49% +2.44

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