Barrier Capital Management, LLC
Barrier Capital Management, LLC reported 18 holdings worth US$137M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Barrier Capital Management, LLC reported 18 holdings worth US$137M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Qxo, Inc. and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$137M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 58,204 | US$20.8M | 15.2% |
| Qxo, Inc. | 1.16M | US$20.1M | 14.7% |
| Nvidia Corporation | 58,104 | US$11.6M | 8.5% |
| Doordash, Inc. | 53,281 | US$9.83M | 7.2% |
| Intel Corporation | 69,444 | US$9.7M | 7.1% |
| Booking Holdings Inc. Common Stock | 46,865 | US$8.35M | 6.1% |
| Snowflake Inc. | 29,541 | US$7.52M | 5.5% |
| Factset Research Systems Inc. | 31,696 | US$7.29M | 5.3% |
| Uber Technologies, Inc. | 93,700 | US$6.76M | 4.9% |
| Amazon.com, Inc. | 27,600 | US$6.58M | 4.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,094 | US$5.3M | 3.9% |
| Advanced Micro Devices Inc | 8,568 | US$4.98M | 3.6% |
| Sk Telecom Co., Ltd. | 151K | US$4.84M | 3.5% |
| Microsoft Corp. | 11,686 | US$4.36M | 3.2% |
| Meta Platforms, Inc. | 4,782 | US$2.69M | 2.0% |
| Micron Technology, Inc. | 2,100 | US$2.42M | 1.8% |
| Amkor Technology, Inc. | 13,800 | US$1.19M | 0.87% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Visa Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Applovin Corporation | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |