Barrier Capital Management as of March 31, 2025
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qxo Com New (QXO) | 17.3 | $18M | 1.3M | 13.54 | |
| Visa Com Cl A (V) | 14.3 | $15M | 43k | 350.46 | |
| Servicenow (NOW) | 10.6 | $11M | 14k | 796.14 | |
| Meta Platforms Cl A (META) | 10.3 | $11M | 19k | 576.36 | |
| Amazon (AMZN) | 8.3 | $8.7M | 46k | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $8.2M | 53k | 154.64 | |
| Apple (AAPL) | 6.4 | $6.7M | 30k | 222.13 | |
| Micron Technology (MU) | 5.3 | $5.5M | 63k | 86.89 | |
| Planet Fitness Cl A (PLNT) | 5.1 | $5.3M | 55k | 96.61 | |
| Doordash Cl A (DASH) | 5.0 | $5.3M | 29k | 182.77 | |
| Zillow Group Cl A (ZG) | 5.0 | $5.2M | 77k | 66.86 | |
| Synaptics, Incorporated (SYNA) | 3.0 | $3.1M | 49k | 63.72 | |
| Docebo (DCBO) | 0.9 | $941k | 33k | 28.71 | |
| Nu Holdings Cl A | 0.7 | $724k | 71k | 10.24 |
