BRX Global LP

Concentrated strategySector-focusedMomentum follower

Total reported value

$76.7M

Reporting period: 2026-03-31 · Number of holdings: 3

BRX Global LP disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $76.7M and a quarterly turnover rate of 33.3%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 33.26
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 6
Sizing Uniformity: 94.02

Recent moves

Trim GWRE
-68.4%　-$26.0M
Add MCO
+25.3%　$2.1M
Add TDG
+10.0%　-$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	TDG	Transdigm Group INC	Stock-Industrials	46.98%	+10.18%	+9.96%
2	MCO	Moody's CORP	Stock-Financials	42.57%	+12.70%	+25.32%
3	GWRE	Guidewire Software INC	Stock-Tech	10.45%	-22.88%	-68.37%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	3	$76.7M	33	1TDG 2MCO 3GWRE Top holdings2026-03-31 1.TDG 2.MCO 3.GWRE
2025-12-31	3	$102.2M	7	1TDG 2GWRE 3MCO Top holdings2025-12-31 1.TDG 2.GWRE 3.MCO
2025-09-30	3	$104.7M	28	1GWRE 2TDG 3MCO Top holdings2025-09-30 1.GWRE 2.TDG 3.MCO
2025-06-30	3	$118.4M	0	1GWRE 2TDG 3MCO Top holdings2025-06-30 1.GWRE 2.TDG 3.MCO
2025-03-31	4	$134.7M	100	1GWRE 2TDG 3MCO Top holdings2025-03-31 1.GWRE 2.TDG 3.MCO 4.AMZN
2024-12-31	4	$141.5M	0	1GWRE 2AMZN 3TDG Top holdings2024-12-31 1.GWRE 2.AMZN 3.TDG 4.MCO
2024-09-30	5	$152.7M	0	1GWRE 2TDG 3AMZN Top holdings2024-09-30 1.GWRE 2.TDG 3.AMZN 4.MCO 5.MSFT
2024-06-30	5	$136.0M	0	1TDG 2GWRE 3AMZN Top holdings2024-06-30 1.TDG 2.GWRE 3.AMZN 4.MCO 5.MSFT
2024-03-31	5	$133.2M	0	1TDG 2AMZN 3GWRE Top holdings2024-03-31 1.TDG 2.AMZN 3.GWRE 4.MSFT 5.MCO
2023-12-31	5	$108.1M	0	1TDG 2AMZN 3MSFT Top holdings2023-12-31 1.TDG 2.AMZN 3.MSFT 4.GWRE 5.MCO
2023-09-30	5	$86.0M	0	1TDG 2AMZN 3MSFT Top holdings2023-09-30 1.TDG 2.AMZN 3.MSFT 4.GWRE 5.MCO
2023-06-30	4	$77.1M	0	1TDG 2AMZN 3MSFT Top holdings2023-06-30 1.TDG 2.AMZN 3.MSFT 4.GWRE
2023-03-31	6	$84.1M	0	1TDG 2MSFT 3AMZN Top holdings2023-03-31 1.TDG 2.MSFT 3.AMZN 4.GWRE 5.GOOG 6.GOOGL
2022-12-31	6	$69.4M	0	1TDG 2MSFT 3AMZN Top holdings2022-12-31 1.TDG 2.MSFT 3.AMZN 4.GWRE 5.GOOG 6.GOOGL
2022-09-30	6	$82.1M	0	1TDG 2AMZN 3MSFT Top holdings2022-09-30 1.TDG 2.AMZN 3.MSFT 4.GWRE 5.GOOG 6.GOOGL
2022-06-30	6	$86.9M	0	1TDG 2MSFT 3AMZN Top holdings2022-06-30 1.TDG 2.MSFT 3.AMZN 4.GWRE 5.GOOG 6.GOOGL
2022-03-31	8	$105.9M	0	1TDG 2AMZN 3GWRE Top holdings2022-03-31 1.TDG 2.AMZN 3.GWRE 4.GOOG 5.GOOGL 6.V 7.LBRDK 8.META
2021-12-31	8	$112.4M	0	1TDG 2AMZN 3GWRE Top holdings2021-12-31 1.TDG 2.AMZN 3.GWRE 4.GOOG 5.GOOGL 6.V 7.LBRDK 8.META
2021-09-30	9	$125.2M	0	1TDG 2AMZN 3GWRE Top holdings2021-09-30 1.TDG 2.AMZN 3.GWRE 4.LBRDK 5.GOOG 6.META 7.GOOGL 8.V 9.BABA
2021-06-30	9	$141.8M	100	1TDG 2LBRDK 3AMZN Top holdings2021-06-30 1.TDG 2.LBRDK 3.AMZN 4.BABA 5.GWRE 6.META 7.GOOG 8.V 9.GOOGL
2021-03-31	9	$117.3M	5	1LBRDK 2TDG 3BABA Top holdings2021-03-31 1.LBRDK 2.TDG 3.BABA 4.GWRE 5.GOOG 6.V 7.MA 8.GOOGL 9.CHTR
2020-12-31	9	$115.4M	—	1LBRDK 2TDG 3BABA Top holdings2020-12-31 1.LBRDK 2.TDG 3.BABA 4.GWRE 5.GOOG 6.V 7.MA 8.GOOGL 9.CHTR

Holding changes this quarter

BRX Global LP's most significant position changes for 2026-03-31: Trim: Guidewire Software INC (GWRE) — shares -68.37%; Add: Moody's CORP (MCO) — shares +25.32%; Add: Transdigm Group INC (TDG) — shares +9.96%.

Position changes disclosed by BRX Global LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MCO	Moody's CORP	+12.7%	+25.32%	Add
2	TDG	Transdigm Group INC	+10.2%	+9.96%	Add
3	GWRE	Guidewire Software INC	-22.9%	-68.37%	Trim

FAQ

What is BRX Global LP and what type of investor is it?

BRX Global LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $76.7M, spread across 3 disclosed positions.

What are BRX Global LP's largest equity positions?

Based on the latest 13F filing, BRX Global LP's top holdings by market value are: 1. Transdigm Group INC (TDG) — $36.0M (47.0%) 2. Moody's CORP (MCO) — $32.7M (42.6%) 3. Guidewire Software INC (GWRE) — $8.0M (10.4%)

What changes did BRX Global LP make in its most recent portfolio filing?

In the latest reported quarter, BRX Global LP made 3 notable position adjustments: 0 new positions were initiated, 2 existing holdings were added to, 1 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Guidewire Software INC (GWRE) — shares -68.37%; Add: Moody's CORP (MCO) — shares +25.32%; Add: Transdigm Group INC (TDG) — shares +9.96%

What sectors does BRX Global LP focus on?

BRX Global LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 47.0% • Financials: 42.6% • Information Technology: 10.4%