BRX Global LP — Q2 2023 13F-HR

← BRX Global LP

Q2 2023 · 13F-HR

BRX Global LPholdings as filed

Filed 2023-08-14 · accession 0000919574-23-004558

$77.1M

Reported value

Positions

2023-06-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
893641100	TDG	TRANSDIGM GROUP INC	$24.3M	31.5%	27,149	Common	SOLE
023135106	AMZN	AMAZON COM INC	$22.5M	29.2%	172,582	Common	SOLE
594918104	MSFT	MICROSOFT CORP	$17.8M	23.1%	52,262	Common	SOLE
40171V100	GWRE	GUIDEWIRE SOFTWARE INC	$12.5M	16.2%	164,389	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.