Barrier Capital Management, LLC 13F Holdings

CIK 0001909089 · SAN FRANCISCO, CA

As of Sep 30, 2025, Barrier Capital Management, LLC reported 12 positions worth 35.1M in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
QXO INCQXOTechnology1,473,578$28.1M20.79%
MICROSOFT CORPMSFTTechnology45,078$23.3M17.28%
META PLATFORMS INCMETACommunication Services21,382 5.7M11.62%
VISA INC-CLASS A SHARESVFinancial Services43,477 4.8M10.99%
DOORDASH INCDASHCommunication Services44,165 2.0M8.89%
NVIDIA CORPNVDATechnology57,400 0.7M7.93%
ZILLOW GROUP INCZGCommunication Services137,500 0.2M7.58%
WIXCOM LTDWIXTechnology45,155$8.0M5.94%
NETFLIX INCNFLXCommunication Services4,979$6.0M4.42%
ROBLOX CORPRBLXCommunication Services35,817$5.0M3.67%
APPFOLIO INCAPPFTechnology3,883 .1M0.79%
SERVICENOW INCNOWTechnology139 27.9K0.09%