Barrier Capital Management as of Sept. 30, 2024
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cl A (GOOGL) | 10.5 | $11M | 68k | 165.85 | |
| Visa Cl A (V) | 10.1 | $11M | 40k | 274.95 | |
| Qxo Cl A (QXO) | 9.3 | $10M | 633k | 15.77 | |
| Meta Platforms Cl A (META) | 9.2 | $10M | 17k | 572.44 | |
| Servicenow (NOW) | 9.2 | $9.9M | 11k | 894.39 | |
| Amazon (AMZN) | 8.4 | $9.0M | 48k | 186.33 | |
| Spotify Technology SA SHS (SPOT) | 8.0 | $8.7M | 24k | 368.53 | |
| Docebo (DCBO) | 7.7 | $8.3M | 188k | 44.20 | |
| Broadcom (AVGO) | 6.5 | $7.0M | 40k | 172.50 | |
| Zillow Group Cl A (ZG) | 6.4 | $6.9M | 111k | 61.93 | |
| Netflix (NFLX) | 5.7 | $6.1M | 8.6k | 709.27 | |
| Planet Fitness Cl A (PLNT) | 4.7 | $5.1M | 63k | 81.22 | |
| DoorDash Cl A (DASH) | 4.5 | $4.8M | 34k | 142.73 |
