Barrier Capital Management as of March 31, 2026
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qxo Com New (QXO) | 21.2 | $24M | 1.2M | 19.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.1 | $14M | 48k | 287.56 | |
| Echostar Corp Cl A (SATS) | 10.3 | $12M | 100k | 117.07 | |
| Visa Com Cl A (V) | 7.6 | $8.6M | 29k | 302.24 | |
| NVIDIA Corporation (NVDA) | 7.4 | $8.4M | 48k | 174.40 | |
| Microsoft Corporation (MSFT) | 7.2 | $8.2M | 22k | 370.17 | |
| Servicenow (NOW) | 5.4 | $6.2M | 59k | 104.55 | |
| Sk Telecom Sponsored Adr (SKM) | 5.0 | $5.7M | 194k | 29.29 | |
| Doordash Cl A (DASH) | 4.2 | $4.8M | 32k | 150.15 | |
| Meta Platforms Cl A (META) | 4.0 | $4.5M | 7.9k | 572.13 | |
| Intel Corporation (INTC) | 3.9 | $4.5M | 102k | 44.13 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.1 | $3.6M | 11k | 337.95 | |
| Applovin Corp Com Cl A (APP) | 2.5 | $2.9M | 7.2k | 398.00 | |
| Advanced Micro Devices (AMD) | 2.1 | $2.4M | 12k | 203.43 | |
| Arm Holdings Sponsored Ads (ARM) | 2.0 | $2.3M | 15k | 151.28 | |
| Broadcom (AVGO) | 1.9 | $2.1M | 6.8k | 309.51 |
