Barrier Capital Management, LLC Portfolio Holdings by Sector
Barrier Capital Management, LLC
- $107 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META DASH ZG 3 stocks |
$37,949
35.47% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT WIX 2 stocks |
$31,368
29.32% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$14,842
13.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$10,709
10.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$5,969
5.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$4,961
4.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPF NOW 2 stocks |
$1,197
1.12% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|