Barrier Capital Management as of March 31, 2022
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 15 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.5 | $12M | 38k | 308.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.2 | $12M | 4.1k | 2781.35 | |
| Global Payments (GPN) | 9.9 | $11M | 82k | 136.84 | |
| Fidelity National Information Services (FIS) | 9.4 | $11M | 106k | 100.41 | |
| Doordash Cl A (DASH) | 9.4 | $11M | 91k | 117.19 | |
| Zillow Group Cl A (ZG) | 9.3 | $11M | 217k | 48.23 | |
| Servicenow (NOW) | 8.8 | $9.9M | 18k | 556.85 | |
| Euronet Worldwide (EEFT) | 8.3 | $9.4M | 72k | 130.12 | |
| Block Cl A (SQ) | 5.9 | $6.7M | 50k | 135.61 | |
| Nextdoor Holdings Com Cl A (KIND) | 5.2 | $5.8M | 973k | 5.99 | |
| Wework Cl A | 4.4 | $4.9M | 722k | 6.82 | |
| Sonos (SONO) | 3.6 | $4.1M | 144k | 28.21 | |
| Global E Online SHS (GLBE) | 3.2 | $3.6M | 106k | 33.79 | |
| Solo Brands Com Cl A (DTC) | 1.5 | $1.7M | 202k | 8.52 | |
| Wework Call Call Option | 0.4 | $477k | 700.00 | 681.43 |
