Barrier Capital Management as of March 31, 2023
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A Cl A (META) | 13.0 | $11M | 52k | 211.94 | |
| Taiwan Semiconductor Mnftg Sponsored Ads (TSM) | 10.9 | $9.3M | 100k | 93.02 | |
| Micron Technology (MU) | 8.5 | $7.2M | 120k | 60.34 | |
| Paypal Holdings (PYPL) | 8.5 | $7.2M | 95k | 75.94 | |
| Alphabet Cl A Cap Stk Cl A (GOOGL) | 7.2 | $6.1M | 59k | 103.73 | |
| Amazon (AMZN) | 7.2 | $6.1M | 37k | 164.90 | |
| International Money Express (IMXI) | 6.9 | $5.8M | 226k | 25.78 | |
| salesforce (CRM) | 6.5 | $5.6M | 28k | 199.78 | |
| Netflix (NFLX) | 5.3 | $4.5M | 13k | 345.48 | |
| Zoominfo Technologies Common Stock (ZI) | 5.1 | $4.3M | 176k | 24.71 | |
| Servicenow (NOW) | 4.4 | $3.8M | 8.1k | 464.72 | |
| NVIDIA Corporation (NVDA) | 4.4 | $3.7M | 13k | 277.77 | |
| Crown Castle Intl (CCI) | 4.3 | $3.7M | 27k | 133.84 | |
| Gitlab Cl A Class A Com (GTLB) | 3.1 | $2.7M | 78k | 34.29 | |
| Zillow Group Cl A Cl A (ZG) | 2.9 | $2.5M | 56k | 43.70 | |
| Oracle Corporation (ORCL) | 1.6 | $1.3M | 14k | 92.92 |
