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
QXO
QXO

QXO INC

COM NEW
82846H405
$28.09 M
21 %

1,473,578

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$23.35 M
17 %

45,078

META
META

META PLATFORMS INC

CL A
30303M102
$15.70 M
12 %

21,382

V
V

VISA INC

COM CL A
92826C839
$14.84 M
11 %

43,477

DASH
DASH

DOORDASH INC

CL A
25809K105
$12.01 M
9 %

44,165

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.71 M
8 %

57,400

ZG
ZG

ZILLOW GROUP INC

CL A
98954M101
$10.24 M
8 %

137,500

---

WIX COM LTD

SHS
M98068105
$8.02 M
6 %

45,155

NFLX
NFLX

NETFLIX INC

COM
64110L106
$5.97 M
4 %

4,979

RBLX
RBLX

ROBLOX CORP

CL A
771049103
$4.96 M
4 %

35,817

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