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Brx Global Lp Top Holdings and 13F Report (2025)

About Brx Global Lp

Investment Activity

  • Brx Global Lp has $118.36 million in total holdings as of June 30, 2025.
  • Brx Global Lp owns shares of 3 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • About 27.82% of the portfolio was sold this quarter.
  • This quarter, Brx Global Lp has purchased 4 new stocks and bought additional shares in 0 stocks.
  • Brx Global Lp sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

Guidewire Software
$47,109,307
Transdigm Group
$41,283,855
Moody's
$29,966,491

Largest Sales this Quarter

Guidewire Software
23,394 shares (about $5.51M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrx Global Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$47,109,307$5,508,117 -10.5%200,08239.8%Computer and Technology
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$41,283,8550.0%27,14934.9%Aerospace
Moody's Corporation stock logo
MCO
Moody's
$29,966,4910.0%59,74325.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$27,420,461 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data