§ 13F · FUND PROFILE
Barrier Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 15Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$135.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QXO | QXO INC | 1.60M | $30.8T | 22.7% | NEW |
| 2 | MSFT | MICROSOFT CORP | 36K | $17.3T | 12.8% | NEW |
| 3 | GOOGL | ALPHABET INC | 53K | $16.6T | 12.2% | NEW |
| 4 | V | VISA INC | 44K | $15.4T | 11.4% | NEW |
| 5 | DASH | DOORDASH INC | 52K | $11.9T | 8.7% | NEW |
| 6 | COMP | COMPASS INC | 952K | $10.1T | 7.4% | NEW |
| 7 | AAPL | APPLE INC | 29K | $7.8T | 5.7% | NEW |
| 8 | AMZN | AMAZON COM INC | 29K | $6.8T | 5.0% | NEW |
| 9 | STUB | STUBHUB HLDGS INC | 445K | $6.0T | 4.4% | NEW |
| 10 | RBLX | ROBLOX CORP | 44K | $3.6T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARRIER SIGNAL
AC read
Barrier Capital Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed