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Barrier Capital Management, LLC

Q4 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    15

  • Value ($000)

    $135,924

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QXO

QXO INC

COM NEW
82846H405
$30.8M
23 %

1,596,623

M
MSFT

MICROSOFT CORP

COM
594918104
$17.34M
13 %

35,854

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$16.64M
12 %

53,168

V
V

VISA INC

COM CL A
92826C839
$15.44M
11 %

44,038

D
DASH

DOORDASH INC

CL A
25809K105
$11.85M
9 %

52,335

C
COMP

COMPASS INC

CL A
20464U100
$10.06M
7 %

952,074

A
AAPL

APPLE INC

COM
037833100
$7.8M
6 %

28,700

A
AMZN

AMAZON COM INC

COM
023135106
$6.75M
5 %

29,246

---

STUBHUB HLDGS INC

CL A
86384P109
$6.02M
4 %

445,300

R
RBLX

ROBLOX CORP

CL A
771049103
$3.56M
3 %

43,900

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