Barrier Capital Management as of Dec. 31, 2022
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 13.7 | $9.2M | 77k | 120.34 | |
| International Money Express (IMXI) | 11.4 | $7.7M | 316k | 24.37 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.0 | $6.1M | 81k | 74.49 | |
| Micron Technology (MU) | 8.4 | $5.7M | 114k | 49.98 | |
| Paypal Holdings (PYPL) | 7.3 | $4.9M | 69k | 71.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $4.9M | 55k | 88.23 | |
| salesforce (CRM) | 6.8 | $4.6M | 35k | 132.59 | |
| Netflix (NFLX) | 6.2 | $4.2M | 14k | 294.88 | |
| Servicenow (NOW) | 5.6 | $3.8M | 9.8k | 388.27 | |
| Amazon (AMZN) | 5.4 | $3.6M | 43k | 84.00 | |
| Gitlab Class A Com (GTLB) | 5.4 | $3.6M | 80k | 45.44 | |
| Crown Castle Intl (CCI) | 4.6 | $3.1M | 23k | 135.64 | |
| Zillow Group Cl A (ZG) | 4.2 | $2.8M | 91k | 31.21 | |
| Block Cl A (SQ) | 3.0 | $2.0M | 32k | 62.84 | |
| Doordash Cl A (DASH) | 1.7 | $1.1M | 23k | 48.82 |
