BRX Global LP

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Institutional

CIK 0001844103

$76.7M

Reported AUM

Positions

Q1 2026

Period

2026-05-14

Filed

The Brief · BRX Global LP · Q1 2026

AI · grounded in 13F

BRX Global LP trimmed its position in Guidewire Software Inc GWRE by 68.37%. The fund accumulated shares of Moodys Corp MCO by 25.32% and increased its holding in Transdigm Group Inc TDG by 9.97%. These moves occurred as the fund managed a total AUM of $76.72M across three positions.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	TDG	Transdigm Group Inc	$1249.91	-1.16%	-14.73%	150.47%	$36.0M	46.98%	—	HELD
2	MCO	Moodys Corp	$482.26	-0.20%	-2.99%	31.89%	$32.7M	42.57%	—	HELD
3	GWRE	Guidewire Software Inc	$153.21	-8.40%	-24.96%	41.20%	$8.0M	10.45%	—	HELD

Source: SEC EDGAR · accession 0001844103-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.