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Barrier Capital Management, LLC
特别关注No.8448环比变动 Q1 2026
+$2,287.9万+20.1%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 谷歌AGOOGL |
| 15.21% | 12.13% | $2,080.0万 | 5.8万股 | $1,381.0万 | 4.8万股 | +1.0万股+21.20% | 加仓 |
| QQXOQXO |
| 14.7% | 21.21% | $2,010.7万 | 116.4万股 | $2,415.8万 | 124.4万股 | -8.0万股-6.46% | 减仓 |
 英伟达NVDA |
| 8.5% | 7.4% | $1,162.6万 | 5.8万股 | $842.4万 | 4.8万股 | +9,800股+20.29% | 加仓 |
| DDOORDASHDASH |
| 7.19% | 4.2% | $983.2万 | 5.3万股 | $478.4万 | 3.2万股 | +2.1万股+67.24% | 加仓 |
 英特尔INTC |
| 7.09% | 3.94% | $969.6万 | 6.9万股 | $448.2万 | 10.2万股 | -3.2万股-31.63% | 减仓 |
 BOOKING COMBKNG |
| 6.11% | — | $835.3万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 5.5% | — | $751.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| FFACTSET RESH SYSFDS |
| 5.33% | — | $729.3万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 优步UBER |
| 4.94% | — | $676.1万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 亚马逊AMZN |
| 4.81% | — | $657.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 台积电TSM |
| 3.87% | 3.15% | $529.8万 | 1.1万股 | $358.7万 | 1.1万股 | +480股+4.52% | 加仓 |
 AMD超威AMD |
| 3.64% | 2.12% | $497.7万 | 8,568股 | $241.9万 | 1.2万股 | -3,321股-27.93% | 减仓 |
| SSK TELECOM LTDSKM |
| 3.54% | 4.99% | $484.3万 | 15.1万股 | $568.5万 | 19.4万股 | -4.4万股-22.41% | 减仓 |
 微软MSFT |
| 3.19% | 7.21% | $435.9万 | 1.2万股 | $820.5万 | 2.2万股 | -1.0万股-47.28% | 减仓 |
 Meta平台META |
| 1.97% | 3.96% | $269.4万 | 4,782股 | $450.8万 | 7,880股 | -3,098股-39.31% | 减仓 |
 美光科技MU |
| 1.77% | — | $242.4万 | 2,100股 | $0 | 0股 | +2,100股 | 新买入 |
 Arm控股ARM |
| 1.76% | 1.99% | $240.5万 | 6,782股 | $226.9万 | 1.5万股 | -8,218股-54.79% | 减仓 |
| AAMKOR TECHNOLOGYAMKR |
| 0.87% | — | $119.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
