- New Purchases: AMZN, FB,
- Added Positions: TDG,
- Reduced Positions: LBRDK, GWRE, GOOG,
- Sold Out: MA, CHTR,
For the details of BRX Global LP's stock buys and sells, go to https://www.gurufocus.com/guru/brx+global+lp/current-portfolio/portfolio
These are the top 5 holdings of BRX Global LP- TransDigm Group Inc (TDG) - 43,213 shares, 19.73% of the total portfolio. Shares added by 16.44%
- Liberty Broadband Corp (LBRDK) - 121,654 shares, 14.90% of the total portfolio. Shares reduced by 27.46%
- Amazon.com Inc (AMZN) - 5,912 shares, 14.34% of the total portfolio. New Position
- Alibaba Group Holding Ltd (BABA) - 76,122 shares, 12.18% of the total portfolio.
- Guidewire Software Inc (GWRE) - 124,131 shares, 9.87% of the total portfolio. Shares reduced by 22.09%
BRX Global LP initiated holding in Amazon.com Inc. The purchase prices were between $3094.08 and $3505.44, with an estimated average price of $3316.5. The stock is now traded at around $3293.970000. The impact to a portfolio due to this purchase was 14.34%. The holding were 5,912 shares as of 2021-06-30.
New Purchase: Facebook Inc (FB)BRX Global LP initiated holding in Facebook Inc. The purchase prices were between $294.53 and $355.64, with an estimated average price of $320.19. The stock is now traded at around $363.180000. The impact to a portfolio due to this purchase was 8.68%. The holding were 35,403 shares as of 2021-06-30.
Sold Out: Mastercard Inc (MA)BRX Global LP sold out a holding in Mastercard Inc. The sale prices were between $356.05 and $395.65, with an estimated average price of $371.26.
Sold Out: Charter Communications Inc (CHTR)BRX Global LP sold out a holding in Charter Communications Inc. The sale prices were between $605.5 and $721.45, with an estimated average price of $671.65.
Here is the complete portfolio of BRX Global LP. Also check out:
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