Barrier Capital Management, LLC
SAN FRANCISCO CA · SEC CIK 0001909089
$1.37亿2026Q2 申报市值
18持仓数
79.4%前十大占比 · 第一大 15.2%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BKNG 新建仓+$835.32万
SNOW 新建仓+$751.82万
FDS 新建仓+$729.26万
UBER 新建仓+$676.14万
DASH 加仓+$395.30万
2026Q2 卖出最多 按季末市值估算
ECHO 清仓-$1,174.33万
V 清仓-$862.05万
NOW 清仓-$619.70万
INTC 减仓-$448.59万
MSFT 减仓-$390.92万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,080.04万 | 15.21% | 58,204 | 10,180 | 21.2% | $363.80万 | 加仓 |
| QXO | QXO INC | $2,010.75万 | 14.70% | 1,163,627 | -80,361 | -6.5% | -$138.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,162.60万 | 8.50% | 58,104 | 9,800 | 20.3% | $196.09万 | 加仓 |
| DASH | DOORDASH INC | $983.19万 | 7.19% | 53,281 | 21,422 | 67.2% | $395.30万 | 加仓 |
| INTC | INTEL CORP | $969.65万 | 7.09% | 69,444 | -32,127 | -31.6% | -$448.59万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $835.32万 | 6.11% | 46,865 | 46,865 | — | $835.32万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $751.82万 | 5.50% | 29,541 | 29,541 | — | $751.82万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $729.26万 | 5.33% | 31,696 | 31,696 | — | $729.26万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $676.14万 | 4.94% | 93,700 | 93,700 | — | $676.14万 | 新建仓 |
| AMZN | AMAZON COM INC | $657.82万 | 4.81% | 27,600 | -1,646 | -5.6% | -$39.23万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $529.82万 | 3.87% | 11,094 | 480 | 4.5% | $22.92万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $497.72万 | 3.64% | 8,568 | -3,321 | -27.9% | -$192.92万 | 减仓 |
| SKM | SK TELECOM CO LTD | $484.30万 | 3.54% | 150,591 | -43,500 | -22.4% | -$139.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $435.91万 | 3.19% | 11,686 | -10,480 | -47.3% | -$390.92万 | 减仓 |
| META | META PLATFORMS INC | $269.37万 | 1.97% | 4,782 | -3,098 | -39.3% | -$174.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $242.40万 | 1.77% | 2,100 | 2,100 | — | $242.40万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $240.47万 | 1.76% | 6,782 | -8,218 | -54.8% | -$291.39万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $119.00万 | 0.87% | 13,800 | 13,800 | — | $119.00万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -100,310 | -100.0% | -$1,174.33万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -28,522 | -100.0% | -$862.05万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -59,273 | -100.0% | -$619.70万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -7,203 | -100.0% | -$286.68万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -6,843 | -100.0% | -$211.80万 | 清仓 |