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 SHOP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $190,142,996 | 1,602,959 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $264,059,373 | 1,640,426 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $250,376,493 | 1,684,789 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $198,213,518 | 1,718,366 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $165,025,340 | 1,728,376 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $199,155,771 | 1,872,997 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $151,876,279 | 1,895,137 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $125,893,215 | 1,906,029 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $157,576,818 | 2,041,944 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $162,774,620 | 2,089,533 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $114,497,191 | 2,098,171 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $135,305,539 | 2,094,513 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $100,899,030 | 2,104,694 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $74,326,362 | 2,141,353 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $57,952,438 | 2,151,167 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $68,160,994 | 2,181,850 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $15,097,566 | 223,350 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $30,979,291 | 224,913 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $30,374,895 | 224,040 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $33,575,511 | 229,815 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $25,873,732 | 233,834 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $28,279,054 | 249,826 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $26,169,720 | 255,821 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $25,392,808 | 267,518 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $11,605,121 | 278,347 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||