Barrier Capital Management as of June 30, 2025
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qxo Com New (QXO) | 19.0 | $28M | 1.3M | 21.54 | |
| Microsoft Corporation (MSFT) | 13.4 | $20M | 39k | 497.41 | |
| Visa Com Cl A (V) | 10.1 | $15M | 42k | 355.05 | |
| Meta Platforms Cl A (META) | 9.3 | $14M | 19k | 738.09 | |
| Servicenow (NOW) | 9.2 | $14M | 13k | 1028.08 | |
| NVIDIA Corporation (NVDA) | 7.3 | $11M | 67k | 157.99 | |
| Doordash Cl A (DASH) | 6.6 | $9.7M | 39k | 246.51 | |
| Zillow Group Cl A (ZG) | 5.8 | $8.5M | 124k | 68.49 | |
| Spotify Technology S A Ord (SPOT) | 5.2 | $7.6M | 9.9k | 767.34 | |
| Celestica (CLS) | 4.0 | $5.8M | 37k | 156.11 | |
| Netflix (NFLX) | 3.8 | $5.6M | 4.2k | 1339.13 | |
| Planet Fitness Cl A (PLNT) | 3.1 | $4.6M | 42k | 109.05 | |
| Reddit Cl A (RDDT) | 1.9 | $2.8M | 19k | 150.57 | |
| Roblox Corp Cl A (RBLX) | 1.4 | $2.0M | 19k | 105.20 |
