Barrier Capital Management, LLC
Net seller this quarter
$137M
18
-$20K
79.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $20.8M | 15.21% | 0.00% | +21.2% | Q4 2021 |
 QXO | $20.1M | 14.70% | 0.16% | -6.5% | Q3 2024 |
 NVDA | $11.6M | 8.50% | 0.00% | +20.3% | Q1 2023 |
 DASH | $9.83M | 7.19% | Not reported | +67.2% | Q4 2021 |
 INTC | $9.7M | 7.09% | 0.00% | -31.6% | Q1 2026 |
 BKNG | $8.35M | 6.11% | 0.01% | New | Q2 2026 |
 SNOW | $7.52M | 5.50% | 0.01% | Not reported | Q3 2023 |
 FDS | $7.29M | 5.33% | 0.09% | New | Q2 2026 |
 UBER | $6.76M | 4.94% | 0.00% | New | Q2 2026 |
 AMZN | $6.58M | 4.81% | 0.00% | Not reported | Q3 2022 |
 TSM | $5.3M | 3.87% | 0.00% | +4.5% | Q4 2022 |
 AMD | $4.98M | 3.64% | 0.00% | -27.9% | Q4 2025 |
 SKM | $4.84M | 3.54% | 0.07% | -22.4% | Q1 2026 |
 MSFT | $4.36M | 3.19% | 0.00% | -47.3% | Q4 2021 |
 META | $2.69M | 1.97% | Not reported | -39.3% | Q4 2022 |
 MU | $2.42M | 1.77% | 0.00% | Not reported | Q3 2022 |
 ARM | $2.4M | 1.76% | 0.00% | -54.8% | Q1 2026 |
 AMKR | $1.19M | 0.87% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| QXO | $24.2M | 21.21% | 0.18% | -22.1% | Q3 2024 |
| GOOGL | $13.8M | 12.13% | 0.00% | -9.7% | Q4 2021 |
 ECHO | $11.7M | 10.31% | 0.21% | New | Q1 2026 |
 V | $8.62M | 7.57% | 0.00% | -35.2% | Q3 2023 |
| NVDA | $8.42M | 7.40% | 0.00% | Not reported | Q1 2023 |
| MSFT | $8.21M | 7.21% | 0.00% | -38.2% | Q4 2021 |
 NOW | $6.2M | 5.44% | 0.01% | Not reported | Q1 2022 |
| SKM | $5.68M | 4.99% | 0.09% | New | Q1 2026 |
| DASH | $4.78M | 4.20% | Not reported | -39.1% | Q4 2021 |
| META | $4.51M | 3.96% | Not reported | +198.5% | Q4 2022 |
| INTC | $4.48M | 3.94% | 0.00% | New | Q1 2026 |
| TSM | $3.59M | 3.15% | 0.00% | Not reported | Q4 2022 |
 APP | $2.87M | 2.52% | 0.00% | New | Q1 2026 |
| AMD | $2.42M | 2.12% | 0.00% | +271.5% | Q4 2025 |
| ARM | $2.27M | 1.99% | 0.00% | New | Q1 2026 |
 AVGO | $2.12M | 1.86% | 0.00% | +71.2% | Q3 2024 |
| Q4 2025 | |||||
| QXO | $30.8M | 22.66% | 0.24% | +8.4% | Q3 2024 |
| MSFT | $17.3M | 12.76% | 0.00% | -20.5% | Q4 2021 |
| GOOGL | $16.6M | 12.24% | 0.00% | Not reported | Q4 2021 |
| V | $15.4M | 11.36% | 0.00% | +1.3% | Q3 2023 |
| DASH | $11.9M | 8.72% | Not reported | +18.5% | Q4 2021 |
 COMP | $10.1M | 7.40% | 0.17% | New | Q4 2025 |
 AAPL | $7.8M | 5.74% | 0.00% | Not reported | Q1 2023 |
| AMZN | $6.75M | 4.97% | 0.00% | Not reported | Q3 2022 |
 STUB | $6.02M | 4.43% | Not reported | New | Q4 2025 |
 RBLX | $3.56M | 2.62% | 0.01% | +22.6% | Q4 2023 |
 NFLX | $3.27M | 2.41% | 0.00% | -30.0% | Q4 2022 |
 RIVN | $2.57M | 1.89% | 0.01% | New | Q4 2025 |
| META | $1.74M | 1.28% | Not reported | -87.7% | Q4 2022 |
| AVGO | $1.38M | 1.02% | 0.00% | Not reported | Q3 2024 |
| AMD | $685K | 0.50% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| QXO | $28.1M | 20.79% | 0.22% | +14.3% | Q3 2024 |
| MSFT | $23.3M | 17.28% | 0.00% | +14.4% | Q4 2021 |
| META | $15.7M | 11.62% | Not reported | +15.6% | Q4 2022 |
| V | $14.8M | 10.99% | 0.00% | +4.2% | Q3 2023 |
| DASH | $12M | 8.89% | Not reported | +12.6% | Q4 2021 |
| NVDA | $10.7M | 7.93% | 0.00% | -14.8% | Q1 2023 |
 ZG | $10.2M | 7.58% | Not reported | +11.1% | Q4 2021 |
 WIX | $8.02M | 5.94% | 0.08% | New | Q3 2025 |
| NFLX | $5.97M | 4.42% | 0.00% | +18.8% | Q4 2022 |
| RBLX | $4.96M | 3.67% | 0.01% | +89.5% | Q4 2023 |
 APPF | $1.07M | 0.79% | Not reported | New | Q3 2025 |
| NOW | $128K | 0.09% | 0.00% | -98.9% | Q1 2022 |