37 is the total number of securities Barrier Capital Management, LLC has owned. The longest Barrier Capital Management, LLC has owned a single stock is 7 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NOW | SERVICENOW INC | 7 | 7 | 3.77% | 7.18% | 12.43% | Q1 2022 | Q3 2023 | 7 |
| GOOGL | ALPHABET INC | 6 | 6 | 6.69% | 8.98% | 11.59% | Q4 2021 | Q1 2023 | 6 |
| CRM | SALESFORCE INC | 6 | 6 | 6.14% | 7.79% | 10.58% | Q2 2022 | Q3 2023 | 6 |
| ZG | ZILLOW GROUP INC | 6 | 6 | 2.91% | 6.20% | 10.93% | Q4 2021 | Q1 2023 | 6 |
| PYPL | PAYPAL HOLDINGS INC | 5 | 5 | 7.28% | 9.13% | 13.62% | Q2 2022 | Q2 2023 | 5 |
| MU | MICRON TECHNOLOGY INC | 5 | 5 | 4.24% | 7.63% | 9.42% | Q3 2022 | Q3 2023 | 5 |
| DASH | DOORDASH INC | 5 | 5 | 1.68% | 6.88% | 11.56% | Q4 2021 | Q4 2022 | 5 |
| FB | META PLATFORMS INC | 4 | 4 | 9.03% | 11.66% | 13.71% | Q4 2022 | Q3 2023 | 4 |
| MSFT | MICROSOFT CORP | 4 | 4 | 0.46% | 8.87% | 12.51% | Q4 2021 | Q3 2022 | 4 |
| TSM | TAIWAN SEMICONDUCTOR M... | 4 | 4 | 3.31% | 8.09% | 10.91% | Q4 2022 | Q3 2023 | 4 |
| GPN | GLOBAL PMTS INC | 4 | 4 | 5.74% | 7.86% | 9.93% | Q4 2021 | Q3 2022 | 4 |
| IMXI | INTERNATIONAL MNY EXPR... | 4 | 4 | 5.43% | 7.39% | 11.41% | Q3 2022 | Q2 2023 | 4 |
| NFLX | NETFLIX INC | 4 | 4 | 5.32% | 6.59% | 7.73% | Q4 2022 | Q3 2023 | 4 |
| SQ | BLOCK INC | 4 | 4 | 2.35% | 4.11% | 5.94% | Q1 2022 | Q4 2022 | 4 |
| FIS | FIDELITY NATL INFORMAT... | 3 | 3 | 9.44% | 9.96% | 10.82% | Q4 2021 | Q2 2022 | 3 |
| AMZN | AMAZON COM INC | 2 | 1 | 5.41% | 8.15% | 11.53% | Q3 2022 | Q3 2023 | 3 |
| EEFT | EURONET WORLDWIDE INC | 3 | 3 | 3.98% | 7.08% | 8.94% | Q4 2021 | Q2 2022 | 3 |
| AAPL | APPLE ORD | 3 | 3 | 5.27% | 6.67% | 7.53% | Q1 2023 | Q3 2023 | 3 |
| ZI | ZOOMINFO TECHNOLOGIES INC | 3 | 3 | 5.11% | 5.67% | 6.00% | Q1 2023 | Q3 2023 | 3 |
| ORCL | ORACLE CORP | 3 | 3 | 1.56% | 5.24% | 9.86% | Q1 2023 | Q3 2023 | 3 |
| SONO | SONOS INC | 3 | 3 | 3.18% | 4.98% | 8.15% | Q4 2021 | Q2 2022 | 3 |
| GITLAB INC | 3 | 3 | 3.14% | 4.22% | 5.37% | Q3 2022 | Q1 2023 | 3 | |
| WEWORK INC | 3 | 3 | 3.07% | 3.93% | 4.36% | Q4 2021 | Q2 2022 | 3 | |
| WEWORK INC | 3 | 3 | 0.04% | 0.18% | 0.42% | Q1 2022 | Q3 2022 | 3 | |
| ESTC | ELASTIC N V | 2 | 2 | 5.90% | 6.43% | 6.96% | Q2 2022 | Q3 2022 | 2 |
| ABNB | AIRBNB INC | 2 | 2 | 5.17% | 6.36% | 7.54% | Q2 2023 | Q3 2023 | 2 |
| SPOT | SPOTIFY TECHNOLOGY S A | 2 | 2 | 5.34% | 5.96% | 6.58% | Q2 2023 | Q3 2023 | 2 |
| NEXTDOOR HOLDINGS INC | 2 | 2 | 5.16% | 5.56% | 5.96% | Q4 2021 | Q1 2022 | 2 | |
| GLBE | GLOBAL E ONLINE LTD | 2 | 2 | 3.16% | 4.72% | 6.28% | Q4 2021 | Q1 2022 | 2 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 4.37% | 4.68% | 4.98% | Q1 2023 | Q2 2023 | 2 |
| CCI | CROWN CASTLE INC | 2 | 2 | 4.31% | 4.47% | 4.63% | Q4 2022 | Q1 2023 | 2 |
| SOLO BRANDS INC | 2 | 2 | 1.52% | 2.99% | 4.46% | Q4 2021 | Q1 2022 | 2 | |
| V | Visa Inc | 1 | 1 | 6.59% | 6.59% | 6.59% | Q3 2023 | Q3 2023 | 1 |
| Docebo Inc | 1 | 1 | 6.50% | 6.50% | 6.50% | Q3 2023 | Q3 2023 | 1 | |
| ENPH | ENPHASE ENERGY INC | 1 | 1 | 4.92% | 4.92% | 4.92% | Q2 2023 | Q2 2023 | 1 |
| SNOW | Snowflake Inc. | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2023 | Q3 2023 | 1 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2022 | Q3 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including SERVICENOW INC, ALPHABET INC, and SALESFORCE INC, are the highest-conviction holdings of Barrier Capital Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Barrier Capital Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Barrier Capital Management, LLC owns currently or has owned in the past.