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Barrier Capital Management, LLC

Location
SAN FRANCISCO, CA
Portfolio Value
Small $113,877,019
Diversification
Diversified
Filing Date
Global Rank
#5,063 / 8,232 ▼ 76
Top Industry
Industrial Distribution 21.2%
3Y Alpha vs SPY
-5.7%
Period ended 2 months ago
Filed May 15, 2026 · 29d
18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+52.1%
SPY
+76.5%
Annualised alpha
-5.9%
Max drawdown
−25.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
21.2%
−1.4 pts
Top 5
58.6%
−9.1 pts
Top 10
84.4%
−8.5 pts
HHI
999
Jun 2023 → Mar 2026 · range 797 – 1,342
Diversified−183

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Communication Services 33.9% $38,613,175
Technology 33.1% $37,701,481
Industrials 21.2% $24,158,246
Financial Services 7.6% $8,620,489
Consumer Cyclical 4.2% $4,783,628

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
3 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
16 positions · $113,877,019 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History