13F HOLDINGS REPORT
Barton Investment Management
Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001387818-25-000002
Total Value
$814.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 249,532 | $232.7M | 28.58% |
| 2 | SHOPIFY INC | SHOP | 1,728,376 | $165.0M | 20.27% |
| 3 | AMAZON COM INC | AMZN | 519,897 | $98.9M | 12.15% |
| 4 | BLUE OWL CAPITAL INC | OWL | 1,906,794 | $38.2M | 4.69% |
| 5 | GLOBAL E ONLINE LTD | GLBE | 1,036,767 | $37.0M | 4.54% |
| 6 | AIR LEASE CORP | AIIR | 668,418 | $32.3M | 3.97% |
| 7 | EQUINIX INC | EQIX | 37,628 | $30.7M | 3.77% |
| 8 | OKTA INC | OKTA | 258,648 | $27.2M | 3.34% |
| 9 | GITLAB INC | GTLB | 439,253 | $20.6M | 2.54% |
| 10 | GFL ENVIRONMENTAL INC | GFL | 417,878 | $20.2M | 2.48% |
| 11 | AMERICAN TOWER CORP NEW | 03027X100 | 85,463 | $18.6M | 2.28% |
| 12 | BLACKLINE INC | BL | 222,989 | $10.8M | 1.33% |
| 13 | MICROSOFT CORP | MSFT | 25,775 | $9.7M | 1.19% |
| 14 | PAYPAL HLDGS INC | PYPL | 132,814 | $8.7M | 1.06% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $8.0M | 0.98% |
| 16 | ELECTRONIC ARTS INC | EA | 53,965 | $7.8M | 0.96% |
| 17 | QUALCOMM INC | QCOM | 48,727 | $7.5M | 0.92% |
| 18 | APPLE INC | AAPL | 29,194 | $6.5M | 0.80% |
| 19 | BERKSHIRE HATHAWAY Cl B | BRK-A | 10,450 | $5.6M | 0.68% |
| 20 | VANGUARD INDEX FDS | 922908769 | 11,717 | $3.2M | 0.40% |
| 21 | ALPHABET INC | GOOG | 19,320 | $3.0M | 0.37% |
| 22 | JOHNSON & JOHNSON | JNJ | 14,943 | $2.5M | 0.30% |
| 23 | ABBVIE INC | ABBV | 9,614 | $2.0M | 0.25% |
| 24 | ALPHABET INC | GOOG | 10,825 | $1.7M | 0.21% |
| 25 | PRICE T ROWE GROUP INC | TROW | 17,170 | $1.6M | 0.19% |
| 26 | EXXON MOBIL CORP | XOM | 12,549 | $1.5M | 0.18% |
| 27 | VANGUARD SCOTTSDALE FDS | 92206C102 | 24,919 | $1.5M | 0.18% |
| 28 | ABBOTT LABS | ABLZF | 9,894 | $1.3M | 0.16% |
| 29 | ADOBE INC | ADBE | 3,200 | $1.2M | 0.15% |
| 30 | DOORDASH INC | DASH | 6,000 | $1.1M | 0.13% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 1,024 | $968,479 | 0.12% |
| 32 | ORACLE CORP | ORCL-PD | 6,585 | $920,649 | 0.11% |
| 33 | MERCK & CO INC | MRK | 8,158 | $732,263 | 0.09% |
| 34 | BILL HOLDINGS INC | BILL | 13,870 | $636,495 | 0.08% |
| 35 | DISNEY WALT CO | 254687106 | 6,289 | $620,725 | 0.08% |
| 36 | SPDR S&P 500 ETF TR | SPY | 839 | $469,329 | 0.06% |
| 37 | AMERICAN EXPRESS CO | AXP | 1,735 | $466,802 | 0.06% |
| 38 | META PLATFORMS INC | META | 765 | $440,916 | 0.05% |
| 39 | AUTOMATIC DATA PROCESSING IN | ADP | 1,400 | $427,742 | 0.05% |
| 40 | NVIDIA CORPORATION | NVDA | 3,920 | $424,850 | 0.05% |
| 41 | THE CIGNA GROUP | 125523100 | 1,080 | $355,320 | 0.04% |
| 42 | CISCO SYS INC | CSCO | 4,265 | $263,194 | 0.03% |
| 43 | PFIZER INC | PFE | 9,748 | $247,009 | 0.03% |
| 44 | WALMART INC | WMT | 2,535 | $222,548 | 0.03% |
| 45 | NORTHERN TR CORP | NTRSO | 2,250 | $221,963 | 0.03% |
| 46 | VANGUARD INDEX FDS | 922908744 | 1,235 | $213,334 | 0.03% |