13F HOLDINGS REPORT
Barrier Capital Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001909089-25-000002
Total Value
$124.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET CL A ORD | GOOG | 104,263 | $19.7M | 15.92% |
| 2 | QXO ORD | QXO-PB | 1,227,411 | $19.5M | 15.74% |
| 3 | VISA CL A ORD | V | 39,165 | $12.4M | 9.98% |
| 4 | SERVICENOW ORD | NOW | 11,042 | $11.7M | 9.44% |
| 5 | META PLATFORMS CL A ORD | META | 19,108 | $11.2M | 9.02% |
| 6 | AMAZON COM ORD | AMZN | 48,376 | $10.6M | 8.56% |
| 7 | DOCEBO ORD | DCBO | 198,298 | $8.9M | 7.16% |
| 8 | DOORDASH CL A ORD | DASH | 49,078 | $8.2M | 6.64% |
| 9 | ZILLOW GROUP CL A ORD | Z | 111,200 | $7.9M | 6.35% |
| 10 | PLANET FITNESS CL A ORD | PLNT | 62,607 | $6.2M | 4.99% |
| 11 | SPOTIFY TECHNOLOGY ORD | SPOT | 11,165 | $5.0M | 4.03% |
| 12 | NETFLIX ORD | NFLX | 3,016 | $2.7M | 2.17% |