Barrier Capital Management as of June 30, 2026
Portfolio Holdings for Barrier Capital Management
Barrier Capital Management holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 15.2 | $21M | 58k | 357.37 | |
| Qxo Com New (QXO) | 14.7 | $20M | 1.2M | 17.28 | |
| NVIDIA Corporation (NVDA) | 8.5 | $12M | 58k | 200.09 | |
| Doordash Cl A (DASH) | 7.2 | $9.8M | 53k | 184.53 | |
| Intel Corporation (INTC) | 7.1 | $9.7M | 69k | 139.63 | |
| Booking Holdings (BKNG) | 6.1 | $8.4M | 47k | 178.24 | |
| Snowflake Com Shs (SNOW) | 5.5 | $7.5M | 30k | 254.50 | |
| FactSet Research Systems (FDS) | 5.3 | $7.3M | 32k | 230.08 | |
| Uber Technologies (UBER) | 4.9 | $6.8M | 94k | 72.16 | |
| Amazon (AMZN) | 4.8 | $6.6M | 28k | 238.34 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.9 | $5.3M | 11k | 477.57 | |
| Advanced Micro Devices (AMD) | 3.6 | $5.0M | 8.6k | 580.91 | |
| Sk Telecom Sponsored Adr (SKM) | 3.5 | $4.8M | 151k | 32.16 | |
| Microsoft Corporation (MSFT) | 3.2 | $4.4M | 12k | 373.02 | |
| Meta Platforms Cl A (META) | 2.0 | $2.7M | 4.8k | 563.29 | |
| Micron Technology (MU) | 1.8 | $2.4M | 2.1k | 1154.29 | |
| Arm Holdings Sponsored Ads (ARM) | 1.8 | $2.4M | 6.8k | 354.57 | |
| Amkor Technology (AMKR) | 0.9 | $1.2M | 14k | 86.23 |
