13F HOLDINGS REPORT
Barton Investment Management
Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0001387818-25-000004
Total Value
$965.1M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 245,588 | $328.9M | 34.08% |
| 2 | SHOPIFY INC | SHOP | 1,718,366 | $198.2M | 20.54% |
| 3 | AMAZON COM INC | AMZN | 516,445 | $113.3M | 11.74% |
| 4 | BLUE OWL CAPITAL INC | OWL | 1,906,744 | $36.6M | 3.80% |
| 5 | GLOBAL E ONLINE LTD | GLBE | 1,079,377 | $36.2M | 3.75% |
| 6 | AIR LEASE CORP | AIIR | 595,023 | $34.8M | 3.61% |
| 7 | EQUINIX INC | EQIX | 37,662 | $30.0M | 3.10% |
| 8 | GITLAB INC | GTLB | 564,183 | $25.5M | 2.64% |
| 9 | OKTA INC | OKTA | 252,062 | $25.2M | 2.61% |
| 10 | GFL ENVIRONMENTAL INC | GFL | 419,678 | $21.2M | 2.19% |
| 11 | AMERICAN TOWER CORP NEW | 03027X100 | 82,633 | $18.3M | 1.89% |
| 12 | MICROSOFT CORP | MSFT | 25,775 | $12.8M | 1.33% |
| 13 | BLACKLINE INC | BL | 174,012 | $9.9M | 1.02% |
| 14 | PAYPAL HLDGS INC | PYPL | 131,264 | $9.8M | 1.01% |
| 15 | ELECTRONIC ARTS INC | EA | 50,180 | $8.0M | 0.83% |
| 16 | QUALCOMM INC | QCOM | 47,389 | $7.5M | 0.78% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $7.3M | 0.76% |
| 18 | APPLE INC | AAPL | 28,784 | $5.9M | 0.61% |
| 19 | BERKSHIRE HATHAWAY Cl B | BRK-A | 10,450 | $5.1M | 0.53% |
| 20 | ALPHABET INC | GOOG | 19,320 | $3.4M | 0.35% |
| 21 | VANGUARD INDEX FDS | 922908769 | 11,052 | $3.4M | 0.35% |
| 22 | JOHNSON & JOHNSON | JNJ | 14,943 | $2.3M | 0.24% |
| 23 | ALPHABET INC | GOOG | 10,635 | $1.9M | 0.20% |
| 24 | ABBVIE INC | ABBV | 9,614 | $1.8M | 0.18% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C102 | 27,389 | $1.6M | 0.17% |
| 26 | PRICE T ROWE GROUP INC | TROW | 16,440 | $1.6M | 0.16% |
| 27 | DOORDASH INC | DASH | 6,000 | $1.5M | 0.15% |
| 28 | ORACLE CORP | ORCL-PD | 6,585 | $1.4M | 0.15% |
| 29 | EXXON MOBIL CORP | XOM | 12,549 | $1.4M | 0.14% |
| 30 | ABBOTT LABS | ABLZF | 9,894 | $1.3M | 0.14% |
| 31 | ADOBE INC | ADBE | 3,200 | $1.2M | 0.13% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 1,024 | $1.0M | 0.11% |
| 33 | DISNEY WALT CO | 254687106 | 6,289 | $779,899 | 0.08% |
| 34 | BILL HOLDINGS INC | BILL | 14,726 | $681,225 | 0.07% |
| 35 | MERCK & CO INC | MRK | 8,158 | $645,788 | 0.07% |
| 36 | NVIDIA CORPORATION | NVDA | 3,920 | $619,322 | 0.06% |
| 37 | META PLATFORMS INC | META | 765 | $564,639 | 0.06% |
| 38 | AMERICAN EXPRESS CO | AXP | 1,735 | $553,431 | 0.06% |
| 39 | SPDR S&P 500 ETF TR | SPY | 839 | $518,377 | 0.05% |
| 40 | AUTOMATIC DATA PROCESSING IN | ADP | 1,400 | $431,760 | 0.04% |
| 41 | THE CIGNA GROUP | 125523100 | 1,080 | $357,027 | 0.04% |
| 42 | CISCO SYS INC | CSCO | 4,265 | $295,906 | 0.03% |
| 43 | VERTIV HOLDINGS CO | VRT | 2,300 | $295,343 | 0.03% |
| 44 | BROADCOM INC | AVGO | 1,040 | $286,705 | 0.03% |
| 45 | NORTHERN TR CORP | NTRSO | 2,250 | $285,278 | 0.03% |
| 46 | WALMART INC | WMT | 2,535 | $247,873 | 0.03% |
| 47 | PFIZER INC | PFE | 9,766 | $236,728 | 0.02% |
| 48 | VANGUARD INDEX FDS | 922908744 | 1,235 | $218,274 | 0.02% |