Barrier Capital Management, LLC Top Holdings and 13F Report (2026) About Barrier Capital Management, LLCInvestment ActivityBarrier Capital Management, LLC has $136.76 million in total holdings as of June 30, 2026.Barrier Capital Management, LLC owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 36.49% of the portfolio was purchased this quarter.About 36.06% of the portfolio was sold this quarter.This quarter, Barrier Capital Management, LLC has purchased 16 new stocks and bought additional shares in 4 stocks.Barrier Capital Management, LLC sold shares of 7 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $20,800,363QXO INC $20,107,475NVIDIA $11,626,029DOORDASH INC $9,831,943Intel $9,696,466 Largest New Holdings this Quarter 09857L108 - Booking $8,353,218 Holding833445109 - Snowflake $7,518,185 Holding303075105 - FactSet Research Systems $7,292,616 Holding90353T100 - Uber Technologies $6,761,392 Holding023135106 - Amazon.com $6,578,184 Holding Largest Purchases this Quarter Booking 46,865 shares (about $8.35M)Snowflake 29,541 shares (about $7.52M)FactSet Research Systems 31,696 shares (about $7.29M)Uber Technologies 93,700 shares (about $6.76M)Amazon.com 27,600 shares (about $6.58M) Largest Sales this Quarter Intel 32,127 shares (about $4.49M)Microsoft 10,480 shares (about $3.91M)ARM HOLDINGS PLC 8,218 shares (about $2.91M)Advanced Micro Devices 3,321 shares (about $1.93M)Meta Platforms 3,098 shares (about $1.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarrier Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$20,800,363$3,638,027 â–²21.2%58,20415.2%Communication ServicesQXO INC$20,107,475$1,388,638 â–¼-6.5%1,163,62714.7%COM NEWNVDANVIDIA$11,626,029$1,960,882 â–²20.3%58,1048.5%TechnologyDOORDASH INC$9,831,943$3,953,002 â–²67.2%53,2817.2%CL AINTCIntel$9,696,466$4,485,893 â–¼-31.6%69,4447.1%TechnologyBKNGBooking$8,353,218$8,353,218 â–²New Holding46,8656.1%Consumer DiscretionarySNOWSnowflake$7,518,185$7,518,185 â–²New Holding29,5415.5%TechnologyFDSFactSet Research Systems$7,292,616$7,292,616 â–²New Holding31,6965.3%FinanceUBERUber Technologies$6,761,392$6,761,392 â–²New Holding93,7004.9%IndustrialsAMZNAmazon.com$6,578,184$6,578,184 â–²New Holding27,6004.8%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$5,298,162$229,234 â–²4.5%11,0943.9%TechnologyAMDAdvanced Micro Devices$4,977,237$1,929,202 â–¼-27.9%8,5683.6%TechnologySKMSK Telecom$4,843,007$1,398,960 â–¼-22.4%150,5913.5%Communication ServicesMSFTMicrosoft$4,359,112$3,909,250 â–¼-47.3%11,6863.2%TechnologyMETAMeta Platforms$2,693,653$1,745,073 â–¼-39.3%4,7822.0%Communication ServicesMUMicron Technology$2,424,009$2,424,009 â–²New Holding2,1001.8%TechnologyARM HOLDINGS PLC$2,404,694$2,913,857 â–¼-54.8%6,7821.8%SPONSORED ADSAMKRAmkor Technology$1,189,974$1,189,974 â–²New Holding13,8000.9%TechnologyECHOSTAR CORP$0$11,743,292 â–¼-100.0%00.0%CL AVVisa$0$8,620,489 â–¼-100.0%00.0%FinanceNOWServiceNow$0$6,196,992 â–¼-100.0%00.0%TechnologyAPPLOVIN CORP$0$2,866,794 â–¼-100.0%00.0%COM CL AAVGOBroadcom$0$2,117,977 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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