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Barrier Capital Management, LLC

Q1 2026 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    16

  • Value ($000)

    $113,877

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QXO

QXO INC

COM NEW
82846H405
$24.16M
21 %

1,243,988

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.81M
12 %

48,024

S
SATS

ECHOSTAR CORP

CL A
278768106
$11.74M
10 %

100,310

V
V

VISA INC

COM CL A
92826C839
$8.62M
8 %

28,522

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.42M
7 %

48,304

M
MSFT

MICROSOFT CORP

COM
594918104
$8.21M
7 %

22,166

N
NOW

SERVICENOW INC

COM
81762P102
$6.2M
5 %

59,273

S
SKM

SK TELECOM CO LTD

SPONSORED ADR
78440P306
$5.68M
5 %

194,091

D
DASH

DOORDASH INC

CL A
25809K105
$4.78M
4 %

31,859

M
META

META PLATFORMS INC

CL A
30303M102
$4.51M
4 %

7,880

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