Equal-WT
WhaleScore 2.0
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BRX Global is based out of New York. BRX Global is a registered investment advisory firm Their last reported 13F filing for Q3 2024 included $152,678,230 in managed 13F securities
and a top 10 holdings concentration of 100.0%. BRX Global's largest holding is Guidewire Software, Inc with shares held of 242,862. Whalewisdom has at least 17 13F filings
2024-09-30
Top Buys (13F)
| Name | % Change |
|---|
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| GWRE Guidewire Software, | 29.1% |
| TDG Transdigm Group Inco | 25.38% |
| AMZN Amazon.com Inc | 21.06% |
| MCO Moodys Corp | 18.57% |
| MSFT Microsoft Corporatio | 5.89% |
2024-09-30
13F Activity
| Market Value | $153m, Prior: $136m |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 0% |
| Turnover Alt %[2] | 0% |
| Time Held Top 20 | 11.2 quarters |
| Time Held Top 10 | 11.2 quarters |
| Time Held All | 11.2 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30