Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Barrier Capital Management, LLC (CIK 1909089) reported $113.9M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QXO ($24.2M, 21.21%), GOOGL ($13.8M, 12.13%), SATS ($11.7M, 10.31%), V ($8.6M, 7.57%), NVDA ($8.4M, 7.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QXO | QXO INC | $24.2M | 21.21% | 1.2M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $13.8M | 12.13% | 48,024 | Trimmed |
| 3 | SATS | ECHOSTAR CORP | $11.7M | 10.31% | 100,310 | New |
| 4 | V | VISA INC | $8.6M | 7.57% | 28,522 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $8.4M | 7.40% | 48,304 | New |
| 6 | MSFT | MICROSOFT CORP | $8.2M | 7.21% | 22,166 | Trimmed |
| 7 | NOW | SERVICENOW INC | $6.2M | 5.44% | 59,273 | New |
| 8 | SKM | SK TELECOM CO LTD | $5.7M | 4.99% | 194,091 | New |
| 9 | DASH | DOORDASH INC | $4.8M | 4.20% | 31,859 | Trimmed |
| 10 | META | META PLATFORMS INC | $4.5M | 3.96% | 7,880 | Added |
| 11 | INTC | INTEL CORP | $4.5M | 3.94% | 101,571 | New |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.6M | 3.15% | 10,614 | New |
| 13 | APP | APPLOVIN CORP | $2.9M | 2.52% | 7,203 | New |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 2.12% | 11,889 | Added |
| 15 | ARM | ARM HOLDINGS PLC | $2.3M | 1.99% | 15,000 | New |
| 16 | AVGO | BROADCOM INC | $2.1M | 1.86% | 6,843 | Added |
| 17 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 18 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 19 | COMP | COMPASS INC | $0 | 0.00% | 0 | Exited |
| 20 | NFLX | NETFLIX INC | $0 | 0.00% | 0 | Exited |
| 21 | RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | Exited |
| 22 | RBLX | ROBLOX CORP | $0 | 0.00% | 0 | Exited |
| 23 | STUBHUB HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31