Barton Investment Management
$797M 13F equity value
56 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NFLX | NETFLIX INC. | 2,342,962 | $225M | 28.3% |
| SHOP | SHOPIFY INC | 1,602,959 | $190M | 23.8% |
| AMZN | AMAZON COM INC | 497,238 | $104M | 13.0% |
| GLBE | GLOBAL E ONLINE LTD | 1,088,214 | $34M | 4.2% |
| EQIX | EQUINIX INC | 32,840 | $32M | 4.0% |
| AL | AIR LEASE CORP | 340,033 | $22M | 2.8% |
| KVYO | KLAVIYO INC | 1,050,052 | $20M | 2.6% |
| OWL | BLUE OWL CAPITAL INC | 2,040,731 | $19M | 2.3% |
| OKTA | OKTA INC | 226,576 | $18M | 2.2% |
| GFL | GFL ENVIRONMENTAL INC | 419,475 | $18M | 2.2% |
Track Barton Investment Management's 13F portfolio: $797M in reported holdings, 56 positions. Top holdings and quarterly changes on SentiSense.