13F HOLDINGS REPORT
Barrier Capital Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001909089-25-000011
Total Value
$135.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QXO INC | QXO-PB | 1,473,578 | $28.1M | 20.79% |
| 2 | MICROSOFT CORP | MSFT | 45,078 | $23.3M | 17.28% |
| 3 | META PLATFORMS INC | META | 21,382 | $15.7M | 11.62% |
| 4 | VISA INC | V | 43,477 | $14.8M | 10.99% |
| 5 | DOORDASH INC | DASH | 44,165 | $12.0M | 8.89% |
| 6 | NVIDIA CORPORATION | NVDA | 57,400 | $10.7M | 7.93% |
| 7 | ZILLOW GROUP INC | Z | 137,500 | $10.2M | 7.58% |
| 8 | WIX COM LTD | WIX | 45,155 | $8.0M | 5.94% |
| 9 | NETFLIX INC | NFLX | 4,979 | $6.0M | 4.42% |
| 10 | ROBLOX CORP | RBLX | 35,817 | $5.0M | 3.67% |
| 11 | APPFOLIO INC | APPF | 3,883 | $1.1M | 0.79% |
| 12 | SERVICENOW INC | NOW | 139 | $127,918 | 0.09% |