13F HOLDINGS REPORT
Barrier Capital Management, LLC
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001909089-23-000004
Total Value
$95.6M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 36,152 | $10.4M | 10.86% |
| 2 | TAIWAN SEMICONDUCTOR MNFTG LTD | 874039100 | 86,484 | $8.7M | 9.13% |
| 3 | PAYPAL HOLDINGS INC | PYPL | 125,637 | $8.4M | 8.77% |
| 4 | NETFLIX INC | NFLX | 16,778 | $7.4M | 7.73% |
| 5 | AIRBNB INC | ABNB | 56,230 | $7.2M | 7.54% |
| 6 | MICRON TECHNOLOGY INC | MU | 114,074 | $7.2M | 7.53% |
| 7 | APPLE INC | AAPL | 37,090 | $7.2M | 7.53% |
| 8 | SALESFORCE INC | CRM | 27,783 | $5.9M | 6.14% |
| 9 | ZOOMINFO TECHNOLOGIES INC | GTM | 225,900 | $5.7M | 6.00% |
| 10 | INTERNATIONAL MNY EXPRESS IN | INTR | 211,645 | $5.2M | 5.43% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 31,813 | $5.1M | 5.35% |
| 12 | NVIDIA CORPORATION | NVDA | 11,250 | $4.8M | 4.98% |
| 13 | ENPHASE ENERGY INC | ENPH | 28,048 | $4.7M | 4.92% |
| 14 | ORACLE CORP | ORCL-PD | 34,600 | $4.1M | 4.31% |
| 15 | SERVICENOW INC | NOW | 6,405 | $3.6M | 3.77% |