Barrier Capital Management as of Dec. 31, 2024
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cl A Ord Cap Stk Cl A (GOOGL) | 15.9 | $20M | 104k | 189.30 | |
| Qxo Ord Com New (QXO) | 15.7 | $20M | 1.2M | 15.90 | |
| Visa Cl A Ord Com Cl A (V) | 10.0 | $12M | 39k | 316.04 | |
| Servicenow (NOW) | 9.4 | $12M | 11k | 1060.12 | |
| Meta Platforms Cl A Ord Cl A (META) | 9.0 | $11M | 19k | 585.51 | |
| Amazon (AMZN) | 8.6 | $11M | 48k | 219.39 | |
| Docebo (DCBO) | 7.2 | $8.9M | 198k | 44.77 | |
| Doordash Cl A Ord Cl A (DASH) | 6.6 | $8.2M | 49k | 167.75 | |
| Zillow Group Cl A Ord Cl A (ZG) | 6.4 | $7.9M | 111k | 70.85 | |
| Planet Fitness Cl A Ord Cl A (PLNT) | 5.0 | $6.2M | 63k | 98.87 | |
| Spotify Technology Ord Ord (SPOT) | 4.0 | $5.0M | 11k | 447.38 | |
| Netflix (NFLX) | 2.2 | $2.7M | 3.0k | 891.32 |