13F HOLDINGS REPORT
Barrier Capital Management, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001909089-25-000005
Total Value
$104.5M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QXO INC | QXO-PB | 1,333,485 | $18.1M | 17.28% |
| 2 | VISA INC | V | 42,665 | $15.0M | 14.31% |
| 3 | SERVICENOW INC | NOW | 13,955 | $11.1M | 10.63% |
| 4 | META PLATFORMS INC | META | 18,611 | $10.7M | 10.27% |
| 5 | AMAZON COM INC | AMZN | 45,676 | $8.7M | 8.32% |
| 6 | ALPHABET INC | GOOG | 53,163 | $8.2M | 7.87% |
| 7 | APPLE INC | AAPL | 30,048 | $6.7M | 6.39% |
| 8 | MICRON TECHNOLOGY INC | MU | 63,291 | $5.5M | 5.26% |
| 9 | PLANET FITNESS INC | PLNT | 54,974 | $5.3M | 5.08% |
| 10 | DOORDASH INC | DASH | 28,846 | $5.3M | 5.05% |
| 11 | ZILLOW GROUP INC | Z | 77,383 | $5.2M | 4.95% |
| 12 | SYNAPTICS INC | SYNA | 48,900 | $3.1M | 2.98% |
| 13 | DOCEBO INC | DCBO | 32,777 | $941,028 | 0.90% |
| 14 | NU HOLDINGS LTD. | NU | 70,720 | $724,173 | 0.69% |