BRZE
Braze Inc-a
3 of the 83 super-investors we track hold BRZE, worth a combined $55M per their latest 13F filings. The largest position: Dennis Hong at 6.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 17 of 100 (how strongly the cohort backs it) — ranked #697 of 742 stocks.
Why super-investors own BRZE
BRZE is held by 3 super-investors in our cohort, with a combined position value of $55M. The highest-conviction owner is Dennis Hong at 6.0% of their portfolio. Cohort ownership has grown from 2 to 3 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q4 → 2026Q2How 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% | 16q | $28M | 1,278,093 |
| 2 | Dennis Hong | 6.0% | 7q | $14M | 641,194 |
| 3 | First Eagle Investment Management | <0.1% | 2q | $13M | 609,814 |
Owners of BRZE also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Dennis Hong | TRIM | 6.0% | -42% | $14M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 10576N102. Not investment advice.