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 GTLB
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,008,966 | 554,943 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $20,964,370 | 558,603 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,104,060 | 556,878 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $25,450,295 | 564,183 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $20,644,891 | 439,253 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $18,913,764 | 335,648 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,677,171 | 168,358 | Shares | Sole | 2024-10-17 | |
| No 13F history on record for this holder in this stock. | ||||||