Barrier Capital Management as of Sept. 30, 2025
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qxo Com New (QXO) | 20.8 | $28M | 1.5M | 19.06 | |
| Microsoft Corporation (MSFT) | 17.3 | $23M | 45k | 517.95 | |
| Meta Platforms Cl A (META) | 11.6 | $16M | 21k | 734.38 | |
| Visa Com Cl A (V) | 11.0 | $15M | 44k | 341.38 | |
| Doordash Cl A (DASH) | 8.9 | $12M | 44k | 271.99 | |
| NVIDIA Corporation (NVDA) | 7.9 | $11M | 57k | 186.58 | |
| Zillow Group Cl A (ZG) | 7.6 | $10M | 138k | 74.44 | |
| Wix SHS (WIX) | 5.9 | $8.0M | 45k | 177.63 | |
| Netflix (NFLX) | 4.4 | $6.0M | 5.0k | 1198.92 | |
| Roblox Corp Cl A (RBLX) | 3.7 | $5.0M | 36k | 138.52 | |
| Appfolio Com Cl A (APPF) | 0.8 | $1.1M | 3.9k | 275.66 | |
| Servicenow (NOW) | 0.1 | $128k | 139.00 | 920.27 |
