Barrier Capital Management as of Dec. 31, 2025
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qxo Com New (QXO) | 22.7 | $31M | 1.6M | 19.29 | |
| Microsoft Corporation (MSFT) | 12.8 | $17M | 36k | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.2 | $17M | 53k | 313.00 | |
| Visa Com Cl A (V) | 11.4 | $15M | 44k | 350.71 | |
| Doordash Cl A (DASH) | 8.7 | $12M | 52k | 226.48 | |
| Compass Cl A (COMP) | 7.4 | $10M | 952k | 10.57 | |
| Apple (AAPL) | 5.7 | $7.8M | 29k | 271.86 | |
| Amazon (AMZN) | 5.0 | $6.8M | 29k | 230.82 | |
| Stubhub Hldgs Cl A (STUB) | 4.4 | $6.0M | 445k | 13.53 | |
| Roblox Corp Cl A (RBLX) | 2.6 | $3.6M | 44k | 81.03 | |
| Netflix (NFLX) | 2.4 | $3.3M | 35k | 93.76 | |
| Rivian Automotive Com Cl A (RIVN) | 1.9 | $2.6M | 130k | 19.71 | |
| Meta Platforms Cl A (META) | 1.3 | $1.7M | 2.6k | 660.09 | |
| Broadcom (AVGO) | 1.0 | $1.4M | 4.0k | 346.10 | |
| Advanced Micro Devices (AMD) | 0.5 | $685k | 3.2k | 214.16 |
