Filed: 5/15/2025ACC: 0001844103-25-000005
📋 What this filing means
BRX GLOBAL LP filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $134.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$134.67M
Total AUM (reported)
454.49K
Total Shares
Allocation by class
COM$134.67M100.0%
Portfolio Concentration
Top 3$107.25M79.6%
4–10$27.42M20.4%
Top 3 weight
79.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 454.49K
Sole
Full voting authority
454.49K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
Guidewire Software Inc
SOLEShares223.48K
TypeSH
Market value$41.87M
31.09%
Sole
223.48K
Shared
0.00
None
0.00
Transdigm Group Inc
SOLEShares27.15K
TypeSH
Market value$37.55M
27.89%
Sole
27.15K
Shared
0.00
None
0.00
Moodys Corp
SOLEShares59.74K
TypeSH
Market value$27.82M
20.66%
Sole
59.74K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares144.12K
TypeSH
Market value$27.42M
20.36%
Sole
144.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Guidewire Software IncSOLE | COM | 223.48K | SH | $41.87M 31.09% | 223.48K | 0.00 | 0.00 |
Transdigm Group IncSOLE | COM | 27.15K | SH | $37.55M 27.89% | 27.15K | 0.00 | 0.00 |
Moodys CorpSOLE | COM | 59.74K | SH | $27.82M 20.66% | 59.74K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 144.12K | SH | $27.42M 20.36% | 144.12K | 0.00 | 0.00 |