Barrier Capital Management, LLC — 13F holdings

Barrier Capital Management, LLC reported 18 holdings worth $137M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. GOOGL ALPHABET INC — $20.8M (15.2%)
2. QXO QXO INC — $20.1M (14.7%)
3. NVDA NVIDIA CORPORATION — $11.6M (8.5%)
4. DASH DOORDASH INC — $9.83M (7.2%)
5. INTC INTEL CORP — $9.70M (7.1%)
6. BKNG BOOKING HOLDINGS INC — $8.35M (6.1%)
7. SNOW SNOWFLAKE INC — $7.52M (5.5%)
8. FDS FACTSET RESH SYS INC — $7.29M (5.3%)
9. UBER UBER TECHNOLOGIES INC — $6.76M (4.9%)
10. AMZN AMAZON COM INC — $6.58M (4.8%)