Barrier Capital Management, LLC
16 holdingsFiling period: 2026-03-31Current AUM: $127.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QXO | QXO INC | 1.24M | $24.2M | $16.5M | 12.99% | -352,635 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 48.0K | $13.8M | $17.1M | 13.42% | -5,144 | 2026-03-31 |
| 3 | SATS | ECHOSTAR CORP | 100.3K | $11.7M | $11.7M | 9.22% | -- | 2026-03-31 |
| 4 | V | VISA INC | 28.5K | $8.6M | $10.4M | 8.20% | -15,516 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 48.3K | $8.4M | $9.7M | 7.61% | -- | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 22.2K | $8.2M | $10.3M | 8.08% | -13,688 | 2026-03-31 |
| 7 | NOW | SERVICENOW INC | 59.3K | $6.2M | $6.6M | 5.17% | -- | 2026-03-31 |
| 8 | SKM | SK TELECOM CO LTD | 194.1K | $5.7M | $6.1M | 4.82% | -- | 2026-03-31 |
| 9 | DASH | DOORDASH INC | 31.9K | $4.8M | $6.2M | 4.90% | -20,476 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 7.9K | $4.5M | $4.4M | 3.44% | +5.2K | 2026-03-31 |
| 11 | INTC | INTEL CORP | 101.6K | $4.5M | $9.2M | 7.19% | -- | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.6K | $3.6M | $4.3M | 3.37% | -- | 2026-03-31 |
| 13 | APP | APPLOVIN CORP | 7.2K | $2.9M | $2.9M | 2.24% | -- | 2026-03-31 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | 11.9K | $2.4M | $5.7M | 4.44% | +8.7K | 2026-03-31 |
| 15 | ARM | ARM HOLDINGS PLC | 15.0K | $2.3M | $3.6M | 2.82% | -- | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 6.8K | $2.1M | $2.7M | 2.09% | +2.8K | 2026-03-31 |
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