Barton Investment Management
Top Portfolio Positions
46 positions ·
$774,425,941 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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% |
Holdings in GLBE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,571,401 | 1,088,214 | Shares | Sole | 2026-04-20 | |
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