Barrier Capital Management, LLC Top Holdings and 13F Report (2026) About Barrier Capital Management, LLCInvestment ActivityBarrier Capital Management, LLC has $113.88 million in total holdings as of March 31, 2026.Barrier Capital Management, LLC owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 44.70% of the portfolio was purchased this quarter.About 53.74% of the portfolio was sold this quarter.This quarter, Barrier Capital Management, LLC has purchased 15 new stocks and bought additional shares in 3 stocks.Barrier Capital Management, LLC sold shares of 5 stocks and completely divested from 7 stocks this quarter.Largest Holdings QXO INC $24,158,247Alphabet $13,809,781EchoStar $11,743,292Visa $8,620,489NVIDIA $8,424,218 Largest New Holdings this Quarter 278768106 - EchoStar $11,743,292 Holding67066G104 - NVIDIA $8,424,218 Holding81762P102 - ServiceNow $6,196,992 Holding78440P306 - SK Telecom $5,684,925 Holding458140100 - Intel $4,482,328 Holding Largest Purchases this Quarter EchoStar 100,310 shares (about $11.74M)NVIDIA 48,304 shares (about $8.42M)ServiceNow 59,273 shares (about $6.20M)SK Telecom 194,091 shares (about $5.68M)Intel 101,571 shares (about $4.48M) Largest Sales this Quarter QXO INC 352,635 shares (about $6.85M)Microsoft 13,688 shares (about $5.07M)Visa 15,516 shares (about $4.69M)DOORDASH INC 20,476 shares (about $3.07M)Alphabet 5,144 shares (about $1.48M) 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 PortfolioSectorQXO INC$24,158,247$6,848,172 â–¼-22.1%1,243,98821.2%COM NEWGOOGLAlphabet$13,809,781$1,479,209 â–¼-9.7%48,02412.1%Computer and TechnologySATSEchoStar$11,743,292$11,743,292 â–²New Holding100,31010.3%Computer and TechnologyVVisa$8,620,489$4,689,556 â–¼-35.2%28,5227.6%Business ServicesNVDANVIDIA$8,424,218$8,424,218 â–²New Holding48,3047.4%Computer and TechnologyMSFTMicrosoft$8,205,188$5,066,887 â–¼-38.2%22,1667.2%Computer and TechnologyNOWServiceNow$6,196,992$6,196,992 â–²New Holding59,2735.4%Computer and TechnologySKMSK Telecom$5,684,925$5,684,925 â–²New Holding194,0915.0%Computer and TechnologyDOORDASH INC$4,783,629$3,074,471 â–¼-39.1%31,8594.2%CL AMETAMeta Platforms$4,508,384$2,997,961 â–²198.5%7,8804.0%Computer and TechnologyINTCIntel$4,482,328$4,482,328 â–²New Holding101,5713.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,587,001$3,587,001 â–²New Holding10,6143.1%Computer and TechnologyAPPLOVIN CORP$2,866,794$2,866,794 â–²New Holding7,2032.5%COM CL AAMDAdvanced Micro Devices$2,418,579$1,767,603 â–²271.5%11,8892.1%Computer and TechnologyARM HOLDINGS PLC$2,269,200$2,269,200 â–²New Holding15,0002.0%SPONSORED ADSAVGOBroadcom$2,117,977$880,556 â–²71.2%6,8431.9%Computer and TechnologyCOMPCompass$0$10,063,422 â–¼-100.0%00.0%Computer and TechnologyAAPLApple$0$7,802,382 â–¼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$6,750,562 â–¼-100.0%00.0%Retail/WholesaleSTUBHUB HLDGS INC$0$6,024,909 â–¼-100.0%00.0%CL ARBLXRoblox$0$3,557,217 â–¼-100.0%00.0%Consumer DiscretionaryNFLXNetflix$0$3,270,349 â–¼-100.0%00.0%Consumer DiscretionaryRIVNRivian Automotive$0$2,566,242 â–¼-100.0%00.0%Auto/Tires/TrucksShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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