BRZE
Braze Inc-a
3 super-investors hold BRZE worth a combined $87M. The largest position: Dennis Hong at 9.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 19 — ranked #649 of 724 scored stocks.
Why super-investors own BRZE
Dennis Hong holds the highest-conviction position in BRZE, with the stock representing 9.8% of his portfolio ($26M) — making him the clear anchor of the three-member cohort. Joel Greenblatt holds the largest absolute position at $57M, though it registers as a rounding-zero concentration in his broader portfolio. First Eagle Investment Management rounds out the group with a $4M stake. Cohort interest has been essentially static for six consecutive quarters, with owner count holding at one before Greenblatt and First Eagle appear in the data, and no new entrants this quarter. The only activity in 2026Q1 was Hong trimming his position, a modest signal that conviction at the margin is softening rather than building across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 15q | $57M | 2,404,580 |
| 2 | Dennis Hong | 9.8% | 6q | $26M | 1,112,099 |
| 3 | First Eagle Investment Management | <0.1% | — 1q | $4M | 158,500 |
Owners of BRZE also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Dennis Hong | TRIM | 9.8% | -25% | $26M | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 10576N102. Not investment advice.