BG

BRX Global LP

13F
BRX Global LP
Last update 2025-02-14 4 Stocks (0 new)
Value $141.00 Mil Turnover 0 %
Countries:
Top Holdings: GWRE(28.94%)AMZN(26.76%)TDG(24.32%)MCO(19.99%)
Summary Stock Picks Current Portfolio
BRX Global LP Top Holdings of 2024-12-31 View Full List
Ticker
GWRE
AMZN
TDG
MCO
MSFT
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GWRE 		Guidewire Software Inc
242,862
40,941.7
0%
28.940
0%
0.290
+11.51%
+13.13%
15,997.7
Software
AMZN 		Amazon.com Inc
172,582
37,862.8
0%
26.760
0%
0.000
-15.56%
-15.73%
1,961,907.7
Retail - Cyclical
TDG 		TransDigm Group Inc
27,149
34,405.4
0%
24.320
0%
0.050
+4.04%
+3.61%
73,644.1
Aerospace & Defense
MCO 		Moodys Corp
59,743
28,280.5
0%
19.990
0%
0.030
-5.21%
-9.32%
77,070.0
Capital Markets
MSFT 		Microsoft Corp
0
0
Sold Out
0.000
-5.89%
0.000
-7.09%
-7.66%
2,887,730.4
Software

BRX Global LP's Historical Top Holdings Breakdowns

BRX Global LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-12-31Sold Out
-5.89%
●
406.35 ($426.03) 454.46
$388.45
-8.82%
Sold Out
0
-20,900
MSFT 		Microsoft Corp2024-06-30Reduce
-9.91%
●
389.33 ($422.32) 452.85
$388.45
-8.02%
Reduce -60.01%
20,900
-31,362
GWRE 		Guidewire Software Inc2024-06-30Add
+2.67%
●
107.64 ($120.31) 137.89
$190.72
58.52%
Add 12.15%
242,862
26,310
MCO 		Moody's Corporation2024-06-30Add
+1.66%
●
370.33 ($397.85) 427.53
$428.43
7.69%
Add 9.87%
59,743
5,365
GWRE 		Guidewire Software Inc2024-03-31Add
+4.57%
●
104.89 ($114.32) 121.1
$190.72
66.83%
Add 31.73%
216,552
52,163
MCO 		Moody's Corporation2024-03-31Add
+3.33%
●
366.48 ($385.58) 405.17
$428.43
11.11%
Add 26.15%
54,378
11,271
MCO 		Moody's Corporation2023-12-31Add
+4.27%
●
301.97 ($347.54) 391.62
$428.43
23.28%
Add 37.73%
43,107
11,809
MCO 		Moody's Corporation2023-09-30New Buy
+11.50%
●
314.51 ($340.16) 361.7
$428.43
25.95%
New holding
31,298
31,298
GOOG 		Alphabet Inc2023-06-30Sold Out
-9.80%
●
104 ($115.57) 127.91
$159.40
37.93%
Sold Out
0
-79,180
GOOGL 		Alphabet Inc2023-06-30Sold Out
-7.67%
●
103.71 ($114.92) 127.31
$157.14
36.74%
Sold Out
0
-62,115

BRX Global LP Total Holding History ($B)

To

BRX Global LP's Asset Allocation

To

BRX Global LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BRX Global LP's Hypothetical Growth since 2024-12-31

BRX Global LP's Yearly Returns

Year Portfolio % % Excess Gain %

BRX Global LP's Holdings Heat Map

Size field:

BRX Global LP's Holdings Bubble Chart

BRX Global LP News

  • 1

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