BRX Global LP — Q4 2024 13F-HR

← BRX Global LP

Q4 2024 · 13F-HR

BRX Global LPholdings as filed

Filed 2025-02-14 · accession 0001844103-25-000001

$141.5M

Reported value

Positions

2024-12-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
40171V100	GWRE	Guidewire Software Inc	$40.9M	28.9%	242,862	Common	SOLE
023135106	AMZN	Amazon.com Inc	$37.9M	26.8%	172,582	Common	SOLE
893641100	TDG	Transdigm Group Inc	$34.4M	24.3%	27,149	Common	SOLE
615369105	MCO	Moodys Corp	$28.3M	20.0%	59,743	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.