Barton Investment Management
Top Portfolio Positions
46 positions ·
$774,425,941 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
2,342,962 | $225,275,796 | 29.09% | |
| SHOP |
Shopify Inc.
Technology
|
1,602,959 | $190,142,996 | 24.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
497,238 | $103,559,758 | 13.37% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
1,088,214 | $33,571,401 | 4.34% | |
| EQIX |
Equinix Inc
Real Estate
|
32,840 | $32,191,081 | 4.16% | |
| AL |
SUMISHO AIR LEASE CORP
Industrials
|
340,033 | $22,081,743 | 2.85% | |
| KVYO |
Klaviyo, Inc.
Technology
|
1,050,052 | $20,434,011 | 2.64% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
2,040,731 | $18,631,874 | 2.41% | |
| OKTA |
Okta, Inc.
Technology
|
226,576 | $17,833,796 | 2.30% | |
| GFL |
GFL Environmental Inc.
Industrials
|
419,475 | $17,500,497 | 2.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,869,828 | 158,644 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,857,679 | 160,204 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,594,341 | 161,852 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,852,559 | 174,012 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,797,127 | 222,989 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $16,592,462 | 273,082 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $22,212,377 | 402,836 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $24,357,365 | 502,732 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $37,024,811 | 573,317 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $36,600,517 | 586,171 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,506,751 | 586,024 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $32,635,371 | 606,380 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $40,437,461 | 602,196 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $41,073,649 | 610,579 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $36,417,522 | 607,972 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $41,004,088 | 615,677 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $45,057,903 | 615,377 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $63,364,512 | 611,981 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $71,679,066 | 607,141 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $67,590,850 | 607,449 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $65,677,500 | 605,881 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $80,793,334 | 605,738 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $54,394,833 | 606,882 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $49,989,257 | 602,934 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $31,185,471 | 592,767 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||