Institutions / Barrier Capital Management, LLC
Barrier Capital Management, LLC
CIK 1909089 · Institution · as of Dec 31, 2025
Portfolio value
$135.92M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| QXO, Inc. | $30.80M | 22.7% |
| Microsoft Corp | $17.34M | 12.8% |
| Alphabet Inc. | $16.64M | 12.2% |
| Visa Inc | $15.44M | 11.4% |
| DoorDash, Inc. | $11.85M | 8.7% |
| Compass, Inc. | $10.06M | 7.4% |
| Apple Inc. | $7.80M | 5.7% |
| Amazon.com Inc | $6.75M | 5.0% |
| StubHub Holdings, Inc. | $6.02M | 4.4% |
| ROBLOX Corp | $3.56M | 2.6% |
| Netflix Inc | $3.27M | 2.4% |
| Rivian Automotive, Inc. / DE | $2.57M | 1.9% |
| Meta Platforms Inc | $1.74M | 1.3% |
| Broadcom Inc. | $1.38M | 1.0% |
| Advanced Micro Devices Inc | $685.3K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.