Barrier Capital Management, LLC - Q42025 Holdings

Barrier Capital Management, LLC holds 15 stocks with a total portfolio value of $ 135.92M as of Q42025. In Q42025, Barrier Capital Management, LLC added 8 new positions, increased stakes in 5 stocks, reduced 2 holdings, and fully exited 5 positions. The largest holding is Qxo Inc (QXO), representing 22.66% of the total portfolio.