13F HOLDINGS REPORT
Barrier Capital Management, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001909089-23-000001
Total Value
$67.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 76,859 | $9.2M | 13.71% |
| 2 | INTERNATIONAL MNY EXPRESS IN | INTR | 315,767 | $7.7M | 11.41% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 81,434 | $6.1M | 8.99% |
| 4 | MICRON TECHNOLOGY INC | MU | 113,544 | $5.7M | 8.41% |
| 5 | PAYPAL HLDGS INC | PYPL | 68,924 | $4.9M | 7.28% |
| 6 | ALPHABET INC | GOOG | 55,437 | $4.9M | 7.25% |
| 7 | SALESFORCE INC | CRM | 34,683 | $4.6M | 6.82% |
| 8 | NETFLIX INC | NFLX | 14,244 | $4.2M | 6.23% |
| 9 | SERVICENOW INC | NOW | 9,805 | $3.8M | 5.64% |
| 10 | AMAZON COM INC | AMZN | 43,413 | $3.6M | 5.41% |
| 11 | GITLAB INC | GTLB | 79,705 | $3.6M | 5.37% |
| 12 | CROWN CASTLE INC | CCI | 23,019 | $3.1M | 4.63% |
| 13 | ZILLOW GROUP INC | Z | 90,986 | $2.8M | 4.21% |
| 14 | BLOCK INC | BSQKZ | 31,826 | $2.0M | 2.96% |
| 15 | DOORDASH INC | DASH | 23,215 | $1.1M | 1.68% |