Barrier Capital Management, LLC
Top Portfolio Positions
16 positions ·
$113,877,019 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QXO |
QXO, Inc.
Industrials
|
1,243,988 | $24,158,246 | 21.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,024 | $13,809,781 | 12.13% | |
| ECHO |
EchoStar CORP
Communication Services
|
100,310 | $11,743,291 | 10.31% | |
| V |
Visa Inc.
Financial Services
|
28,522 | $8,620,489 | 7.57% | |
| NVDA |
Nvidia Corp
Technology
|
48,304 | $8,424,217 | 7.40% | |
| MSFT |
Microsoft Corp
Technology
|
22,166 | $8,205,188 | 7.21% | |
| NOW |
ServiceNow, Inc.
Technology
|
59,273 | $6,196,992 | 5.44% | |
| SKM |
Sk Telecom Co Ltd
Communication Services
|
194,091 | $5,684,925 | 4.99% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
31,859 | $4,783,628 | 4.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,880 | $4,508,384 | 3.96% |
Portfolio Trend
18 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,158,246 | 1,243,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,798,857 | 1,596,623 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,086,396 | 1,473,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,781,968 | 1,289,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,055,386 | 1,333,485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,515,834 | 1,227,411 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,979,366 | 632,807 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||