本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
BRX Global LP (CIK 1844103) reported $81.9M across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TDG ($41.4M, 50.56%), MCO ($33.9M, 41.39%), GWRE ($6.6M, 8.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | $41.4M | 50.56% | 31,097 | Hold |
| 2 | MCO | Moodys Corp | $33.9M | 41.39% | 74,868 | Hold |
| 3 | GWRE | Guidewire Software Inc | $6.6M | 8.05% | 53,601 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30