Barrier Capital Management, LLC: 13F holdings
CIK 19090892026Q2
| Positions | 18 |
|---|
| Reported value | $136.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 18 (+2 vs prior quarter) |
|---|
| Reported value | $136.8m (+20.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 58,204 | $20.8m | 15.2% |
| QXO QXO INC | 1,163,627 | $20.1m | 14.7% |
| NVDA NVIDIA CORPORATION | 58,104 | $11.6m | 8.5% |
| DASH DOORDASH INC | 53,281 | $9.8m | 7.2% |
| INTC INTEL CORP | 69,444 | $9.7m | 7.1% |
| BKNG BOOKING HOLDINGS INC | 46,865 | $8.4m | 6.1% |
| SNOW SNOWFLAKE INC | 29,541 | $7.5m | 5.5% |
| FDS FACTSET RESH SYS INC | 31,696 | $7.3m | 5.3% |
| UBER UBER TECHNOLOGIES INC | 93,700 | $6.8m | 4.9% |
| AMZN AMAZON COM INC | 27,600 | $6.6m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909089")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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