account_balance
Investment manager · 13F filer · SEC CIK 1909089
Barrier Capital Management, LLC
Reported value$137Mas of Jun 30, 2026
Positions18 7 new, 5 sold out
Top 10 weight79.4%GOOGL alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
15.2%Added +21%
QXOQXO, Inc.
14.7%Trimmed −6%
NVDANVIDIA Corp
8.5%Added +20%
DASHDoorDash, Inc.
7.2%Added +67%
INTCIntel Corp
7.1%Trimmed −32%
BKNGBooking Holdings Inc.
6.1%New
SNOWSnowflake Inc.
5.5%New
FDSFactSet Research Systems Inc
5.3%New
UBERUber Technologies, Inc
4.9%New
AMZNAmazon.com Inc
4.8%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%Added +5%
AMDAdvanced Micro Devices Inc
3.6%Trimmed −28%
GOOGLAlphabet Inc.
15.2%Added +21%
QXOQXO, Inc.
14.7%Trimmed −6%
NVDANVIDIA Corp
8.5%+20%
DASHDoorDash, Inc.
7.2%+67%
INTCIntel Corp
7.1%−32%
BKNGBooking Holdings Inc.
6.1%
SNOWSnowflake Inc.
5.5%
FDSFactSet Research Systems Inc
5.3%
UBERUber Technologies, Inc
4.9%
AMZN4.8%TSM3.9%AMD3.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 15.2% Added +21%QXO QXO, Inc. 14.7% Trimmed −6%NVDA NVIDIA Corp 8.5% Added +20%DASH DoorDash, Inc. 7.2% Added +67%INTC Intel Corp 7.1% Trimmed −32%BKNG Booking Holdings Inc. 6.1% NewSNOW Snowflake Inc. 5.5% NewFDS FactSet Research Systems Inc 5.3% NewUBER Uber Technologies, Inc 4.9% NewAMZN Amazon.com Inc 4.8% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 3.9% Added +5%AMD Advanced Micro Devices Inc 3.6% Trimmed −28%
What changed
Biggest moves since Mar 31, 2026
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