BRX Global as of Dec. 31, 2020
Portfolio Holdings for BRX Global
BRX Global holds 9 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Broadband Corp Com Ser C (LBRDK) | 22.9 | $26M | 167k | 158.37 | |
| TransDigm Group Incorporated (TDG) | 18.0 | $21M | 34k | 618.86 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 15.3 | $18M | 76k | 232.73 | |
| Guidewire Software (GWRE) | 14.2 | $16M | 127k | 128.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.0 | $10M | 5.9k | 1751.85 | |
| Visa Com Cl A (V) | 7.0 | $8.1M | 37k | 218.74 | |
| Mastercard Incorporated Cl A (MA) | 6.7 | $7.7M | 22k | 356.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $6.1M | 3.5k | 1752.72 | |
| Charter Communications Inc N Cl A (CHTR) | 1.5 | $1.8M | 2.7k | 661.37 |
