Barrier Capital Management, LLC - Q12026 Holdings

Barrier Capital Management, LLC holds 16 stocks with a total portfolio value of $ 113.88M as of Q12026. In Q12026, Barrier Capital Management, LLC added 8 new positions, increased stakes in 3 stocks, reduced 5 holdings, and fully exited 7 positions. The largest holding is Qxo Inc (QXO), representing 21.21% of the total portfolio.