Barrier Capital Management, LLC

Est. AUM

$113.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	QXO INC	COM NEW	$24.2M	1243988	21.21%	SOLE
2	ALPHABET INC	CAP STK CL A	$13.8M	48024	12.13%	SOLE
3	ECHOSTAR CORP	CL A	$11.7M	100310	10.31%	SOLE
4	VISA INC	COM CL A	$8.6M	28522	7.57%	SOLE
5	NVIDIA CORPORATION	COM	$8.4M	48304	7.40%	SOLE
6	MICROSOFT CORP	COM	$8.2M	22166	7.21%	SOLE
7	SERVICENOW INC	COM	$6.2M	59273	5.44%	SOLE
8	SK TELECOM CO LTD	SPONSORED ADR	$5.7M	194091	4.99%	SOLE
9	DOORDASH INC	CL A	$4.8M	31859	4.20%	SOLE
10	META PLATFORMS INC	CL A	$4.5M	7880	3.96%	SOLE
11	INTEL CORP	COM	$4.5M	101571	3.94%	SOLE
12	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.6M	10614	3.15%	SOLE
13	APPLOVIN CORP	COM CL A	$2.9M	7203	2.52%	SOLE
14	ADVANCED MICRO DEVICES INC	COM	$2.4M	11889	2.12%	SOLE
15	ARM HOLDINGS PLC	SPONSORED ADS	$2.3M	15000	1.99%	SOLE
16	BROADCOM INC	COM	$2.1M	6843	1.86%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.