BRX Global LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), BRX Global LP reported 4 stock positions worth $141.5 million. Its top holding was Guidewire Software (GWRE) at 28.9% of the portfolio, followed by Amazon.com (AMZN, 26.8%) and Transdigm (TDG, 24.3%). Compared with Q3 2024, it sold out of 1. The biggest sale was an exit from Microsoft (MSFT).

Most Recent 13F
Q2 2026
Location
GREENWICH, CT
CIK
0001844103
Portfolio Value
$141.5M (Q4 2024)
SEC Filing
0001844103-25-000001 ↗ filed Feb 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $133.2M Q1 2024 Q2 2024: $136.0M Q2 2024 Q3 2024: $152.7M Q3 2024 Q4 2024: $141.5M $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 4 stocks · $141.5M
GWRE Guidewire Software Inc. 28.94% 242,862 $40.9M No change
AMZN Amazon.com Inc. 26.76% 172,582 $37.9M No change
TDG Transdigm Group Inc. 24.32% 27,149 $34.4M No change
MCO Moody's Corp. 19.99% 59,743 $28.3M No change

Portfolio Sells Q3 2024 → Q4 2024
MSFT Microsoft Corp. Sold out 0.00% −5.89

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

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