Barrier Capital Management, LLC

Q2 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    14

  • Value ($000)

    $146,495

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001909089
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QXO
QXO

QXO INC

COM NEW
82846H405
$27.78M
19 %

1,289,785

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$19.59M
13 %

39,393

V
V

VISA INC

COM CL A
92826C839
$14.81M
10 %

41,718

META
META

META PLATFORMS INC

CL A
30303M102
$13.65M
9 %

18,492

NOW
NOW

SERVICENOW INC

COM
81762P102
$13.47M
9 %

13,098

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.65M
7 %

67,400

DASH
DASH

DOORDASH INC

CL A
25809K105
$9.67M
7 %

39,222

ZG
ZG

ZILLOW GROUP INC

CL A
98954M101
$8.48M
6 %

123,743

---

SPOTIFY TECHNOLOGY S A

ORD
L8681T102
$7.62M
5 %

9,931

CLS
CLS

CELESTICA INC

COM
15101Q207
$5.79M
4 %

37,073

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 14