Barrier Capital Management, LLC

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    12

  • Value ($000)

    $135,087

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QXO

QXO INC

COM NEW
82846H405
$28.09M
21 %

1,473,578

M
MSFT

MICROSOFT CORP

COM
594918104
$23.35M
17 %

45,078

M
META

META PLATFORMS INC

CL A
30303M102
$15.70M
12 %

21,382

V
V

VISA INC

COM CL A
92826C839
$14.84M
11 %

43,477

D
DASH

DOORDASH INC

CL A
25809K105
$12.01M
9 %

44,165

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.71M
8 %

57,400

Z
ZG

ZILLOW GROUP INC

CL A
98954M101
$10.24M
8 %

137,500

---

WIX COM LTD

SHS
M98068105
$8.02M
6 %

45,155

N
NFLX

NETFLIX INC

COM
64110L106
$5.97M
4 %

4,979

R
RBLX

ROBLOX CORP

CL A
771049103
$4.96M
4 %

35,817

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