Institutions / Barton Investment Management
Barton Investment Management
CIK 1387818 · Institution · as of Mar 31, 2026
Portfolio value
$797.33M
Positions
54
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$797.33M-14.1%Positions
54+3.8%Top holdings
Mar 31, 2026View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| Netflix Inc | $225.28M | 28.3% |
| Shopify Inc | $190.14M | 23.8% |
| Amazon.com Inc | $103.56M | 13.0% |
| Global E Online Ltd | $33.57M | 4.2% |
| Equinix Inc | $32.19M | 4.0% |
| Sumisho Air Lease Corp | $22.08M | 2.8% |
| Klaviyo, Inc. | $20.43M | 2.6% |
| Blue Owl Capital Inc. | $18.63M | 2.3% |
| Okta, Inc. | $17.83M | 2.2% |
| Gfl Environmental Inc | $17.50M | 2.2% |
| American Tower Corp | $13.54M | 1.7% |
| Gitlab Inc. | $12.01M | 1.5% |
| Microsoft Corp | $9.04M | 1.1% |
| Electronic Arts Inc. | $8.91M | 1.1% |
| Berkshire Hathaway Inc Del | $7.18M | 0.9% |
| Apple Inc. | $6.31M | 0.8% |
| Blackline, Inc. | $5.87M | 0.7% |
| Alphabet Inc. | $5.53M | 0.7% |
| Berkshire Hathaway Cl B | $4.91M | 0.6% |
| PayPal Holdings, Inc. | $4.82M | 0.6% |
| Qualcomm INC/DE | $4.74M | 0.6% |
| Johnson & Johnson | $3.47M | 0.4% |
| Vanguard Index Fds | $3.41M | 0.4% |
| Alphabet Inc. | $3.05M | 0.4% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $2.16M | 0.3% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Klaviyo, Inc. Common stock | $7.39M | +380K +56.71% | 1,050,052 2.56% of portfolio | medium |
| Q1 2026 as of | Trim | 82509L107 Common stock | $-4.44M | -37K -2.28% | 1,602,959 23.85% of portfolio | low |
| Q1 2026 as of | Trim | Sumisho Air Lease Corp Common stock | $-4.11M | -63K -15.68% | 340,033 2.77% of portfolio | low |
| Q1 2026 as of | Trim | Netflix Inc Common stock | $-2.76M | -29K -1.21% | 2,342,962 28.25% of portfolio | low |
| Q1 2026 as of | Trim | Equinix Inc Common stock | $-2.37M | -2K -6.85% | 32,840 4.04% of portfolio | low |
| Q1 2026 as of | New | Invesco Bloomberg Enhanced Fallen Angels ETF Common stock | $2.16M | +20K | 20,430 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Okta, Inc. Common stock | $-1.91M | -24K -9.69% | 226,576 2.24% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-1.76M | -8K -1.67% | 497,238 12.99% of portfolio | low |
| Q1 2026 as of | Trim | Qualcomm INC/DE Common stock | $-1.32M | -10K -21.84% | 36,800 0.59% of portfolio | low |
| Q1 2026 as of | Trim | Electronic Arts Inc. Common stock | $-1.09M | -5K -10.94% | 43,695 1.12% of portfolio | low |