Barrier Capital Management, LLC
SAN FRANCISCO CA · SEC CIK 0001909089
$1.14亿2026Q1 申报市值
16持仓数
84.4%前十大占比 · 第一大 21.2%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ECHO 新建仓+$1,174.33万
NOW 重新持有+$618.25万
SKM 新建仓+$568.49万
INTC 新建仓+$448.23万
TSM 新建仓+$358.70万
2026Q1 卖出最多 按季末市值估算
COMP 清仓-$1,006.34万
AAPL 清仓-$780.24万
QXO 减仓-$684.82万
STUB 清仓-$602.49万
MSFT 减仓-$506.69万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| QXO | QXO INC | $2,415.82万 | 21.21% | 1,243,988 | -352,635 | -22.1% | -$684.82万 | 减仓 |
| GOOGL | ALPHABET INC | $1,380.98万 | 12.13% | 48,024 | -5,144 | -9.7% | -$147.92万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,174.33万 | 10.31% | 100,310 | 100,310 | — | $1,174.33万 | 新建仓 |
| V | VISA INC | $862.05万 | 7.57% | 28,522 | -15,516 | -35.2% | -$468.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $842.42万 | 7.40% | 48,304 | -9,096 | -15.8% | -$158.63万 | 重新持有 |
| MSFT | MICROSOFT CORP | $820.52万 | 7.21% | 22,166 | -13,688 | -38.2% | -$506.69万 | 减仓 |
| NOW | SERVICENOW INC | $619.70万 | 5.44% | 59,273 | 59,134 | 42,542.4% | $618.25万 | 重新持有 |
| SKM | SK TELECOM CO LTD | $568.49万 | 4.99% | 194,091 | 194,091 | — | $568.49万 | 新建仓 |
| DASH | DOORDASH INC | $478.36万 | 4.20% | 31,859 | -20,476 | -39.1% | -$307.45万 | 减仓 |
| META | META PLATFORMS INC | $450.84万 | 3.96% | 7,880 | 5,240 | 198.5% | $299.80万 | 加仓 |
| INTC | INTEL CORP | $448.23万 | 3.94% | 101,571 | 101,571 | — | $448.23万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $358.70万 | 3.15% | 10,614 | 10,614 | — | $358.70万 | 新建仓 |
| APP | APPLOVIN CORP | $286.68万 | 2.52% | 7,203 | 7,203 | — | $286.68万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $241.86万 | 2.12% | 11,889 | 8,689 | 271.5% | $176.76万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $226.92万 | 1.99% | 15,000 | 15,000 | — | $226.92万 | 新建仓 |
| AVGO | BROADCOM INC | $211.80万 | 1.86% | 6,843 | 2,845 | 71.2% | $88.06万 | 加仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -952,074 | -100.0% | -$1,006.34万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -28,700 | -100.0% | -$780.24万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -445,300 | -100.0% | -$602.49万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -43,900 | -100.0% | -$355.72万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -34,880 | -100.0% | -$327.03万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -130,200 | -100.0% | -$256.62万 | 清仓 |