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 OWL
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,631,874 | 2,040,731 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $29,135,450 | 1,950,164 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $32,508,715 | 1,920,184 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $36,628,552 | 1,906,744 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $38,212,151 | 1,906,794 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $42,570,893 | 1,830,219 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $35,521,824 | 1,834,805 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $32,209,860 | 1,814,640 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $33,962,805 | 1,800,785 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $24,819,973 | 1,665,770 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $20,170,399 | 1,556,358 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $16,410,539 | 1,408,630 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $12,923,601 | 1,166,390 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,306,833 | 406,305 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $276,900 | 30,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $300,900 | 30,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $380,400 | 30,000 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $447,300 | 30,000 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $466,800 | 30,000 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $386,400 | 30,000 | Shares | Sole | 2021-07-26 | |
| No 13F history on record for this holder in this stock. | ||||||