Vault-13

BRX Global LP

GREENWICH, CT · CIK 1844103 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2025 · limited partnership

As an employer

$81.9m reported value +6.8% vs Q1 2026
3positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TRANSDIGM GROUP INC COM TDG TDG 31,097 $41.4m50.56% 50.56% UnchangedShares held: Q3 2025 28.3k, Q4 2025 28.3k, Q1 2026 31.1k, Q2 2026 31.1k
2 MOODYS CORP COM MCO MCO 74,868 $33.9m41.39% 41.39% UnchangedShares held: Q3 2025 59.7k, Q4 2025 59.7k, Q1 2026 74.9k, Q2 2026 74.9k
3 GUIDEWIRE SOFTWARE INC COM GWRE GWRE 53,601 $6.6m8.05% 8.05% UnchangedShares held: Q3 2025 169.4k, Q4 2025 169.4k, Q1 2026 53.6k, Q2 2026 53.6k