StockDriftsStockDriftsTop 16 Barrier Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QXO | QXO INC | 21.21% | 1.24M | $24.2M | -22.09%(-352.63K) | $27.24(-40.06%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 12.13% | 48.0K | $13.8M | -9.67%(-5.14K) | $150.81(+163.10%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 10.31% | 100.3K | $11.7M | new | $112.88(+21.57%) | 2026-03-31 | |
| V | VISA INC | 7.57% | 28.5K | $8.6M | -35.23%(-15.52K) | $262.28(+24.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.4% | 48.3K | $8.4M | new | $80.32(+180.53%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.21% | 22.2K | $8.2M | -38.18%(-13.69K) | $446.88(-5.59%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 5.44% | 59.3K | $6.2M | new | $129.05(-26.33%) | 2026-03-31 | |
| SKM | SK TELECOM CO LTD | 4.99% | 194.1K | $5.7M | new | $24.91(+53.59%) | 2026-03-31 | |
| DASH | DOORDASH INC | 4.2% | 31.9K | $4.8M | -39.12%(-20.48K) | $183.03(-13.02%) | 2026-03-31 | |
| META | META PLATFORMS INC | 3.96% | 7.9K | $4.5M | +198.48%(+5.24K) | $493.85(+24.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.60% | +50.52% |
| Top 20 Holdings Unweighted | +14.89% | +51.63% |
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