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| Name: |
BRX Global LP |
| City: |
New York |
| State: |
NY |
| Zip: |
10004 |
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data |
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| Holdings
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5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TDG |
Transdigm Group Inc |
1 |
- |
$1,336.84 |
$33,437,000 |
27,149 |
25.1% |
5,973,000 |
0 |
0.049 |
Aerospace/Defense Pro... |
|
|
AMZN |
Amazon.com Inc |
2 |
- |
$183.15 |
$31,130,000 |
172,582 |
23.37% |
4,908,000 |
0 |
0.002 |
Internet Software & S... |
|
|
GWRE |
Guidewire Software, Inc. |
3 |
- |
$123.40 |
$25,274,000 |
216,552 |
18.97% |
7,349,000 |
52,163 |
0.258 |
Business Software & S... |
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MSFT |
Microsoft Corp |
4 |
- |
$429.04 |
$21,988,000 |
52,262 |
16.51% |
2,335,000 |
0 |
0.001 |
Application Software |
|
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MCO |
Moodys Corp |
5 |
- |
$412.95 |
$21,372,000 |
54,378 |
16.04% |
4,536,000 |
11,271 |
0.029 |
Business Services |
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