Long-term investor

Barrier Capital Management, LLC @barriercapitalmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909089).

Record

  • Tracked since 2025-06-30 (441 days), 72 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -12.8% · all -12.8%
  • Max drawdown n/a · win rate 10% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GOOGL · 15.2% · long · since 2025-12-31
  • QXO · 14.7% · long · since 2025-06-30
  • NVDA · 8.5% · long · since 2025-06-30
  • DASH · 7.2% · long · since 2025-06-30
  • INTC · 7.1% · long · since 2026-03-31
  • BKNG · 6.1% · long · since 2026-06-30
  • 833445109 · 5.5% · long · since 2026-06-30
  • FDS · 5.3% · long · since 2026-06-30
  • 90353T100 · 4.9% · long · since 2026-06-30
  • AMZN · 4.8% · long · since 2025-12-31
  • TSM · 3.9% · long · since 2026-03-31
  • AMD · 3.6% · long · since 2025-12-31

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