BRX Global is based out of Greenwich. BRX Global is a hedge fund with 2 clients and discretionary assets under management (AUM) of $207,967,583 (Form ADV from 2025-07-02). Their last reported 13F filing for Q2 2025 included $118,359,653 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 200,082. Whalewisdom has at least 20 13F filings
Investment Strategy
The Investment Manager aims to achieve its objective by investing in businesses that it considers to be of above-average quality and having attractive growth prospects. These businesses are purchased when they are trading at valuations that the Investment Manager believes will yield attractive long-term returns.
The descriptions provided in the Brochure should not be understood to limit the investment activities of the Investment Manager. They may offer any advisory services, engage in any investment strategy and make any investment, including any not described in the Brochure, that they consider appropriate, subject to each Client’s investment objectives and guidelines as set forth in the Offering Documents. The investment strategies pursued are speculative and entail substantial risks.
Owners
- BRX GLOBAL HOLDINGS LLC - GENERAL PARTNER
- BROWNE, DAVID, W - PARTNER
- JACKELOW, BRIAN, DAVID - CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER
- BROWNE, WILLIAM, ANTHONY - PARTNER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-06-30
Top Buys (13F)
| Name | % Change |
|---|
2025-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| AMZN Amazon.com Inc | 20.36% |
2025-06-30
13F Holdings Summary
| Name | % of Portfolio |
|---|---|
| GWRE Guidewire Software, | 39.8% |
| TDG Transdigm Group Inco | 34.88% |
| MCO Moodys Corp | 25.32% |
2025-06-30
13F Activity
| Market Value | $118m, Prior: $135m |
| Inflows (Outflows) as % of Total MV | (-25.0153)% |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 1 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 25% |
| Turnover Alt %[2] | 0% |
| Time Held Top 20 | 14.3333 quarters |
| Time Held Top 10 | 14.3333 quarters |
| Time Held All | 14.33 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.
2025-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-06-30