13F HOLDINGS REPORT
Barton Investment Management
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001387818-25-000005
Total Value
$981.9M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NETFLIX INC | NFLX | 242,311 | $290.5M | 29.59% |
| 2 | SHOPIFY INC | SHOP | 1,684,789 | $250.4M | 25.50% |
| 3 | AMAZON COM INC | AMZN | 512,687 | $112.6M | 11.46% |
| 4 | GLOBAL E ONLINE LTD | GLBE | 1,072,342 | $38.3M | 3.91% |
| 5 | BLUE OWL CAPITAL INC | OWL | 1,920,184 | $32.5M | 3.31% |
| 6 | AIR LEASE CORP | AIIR | 473,217 | $30.1M | 3.07% |
| 7 | EQUINIX INC | EQIX | 35,853 | $28.1M | 2.86% |
| 8 | GITLAB INC | GTLB | 556,878 | $25.1M | 2.56% |
| 9 | OKTA INC | OKTA | 250,525 | $23.0M | 2.34% |
| 10 | GFL ENVIRONMENTAL INC | GFL | 417,298 | $19.8M | 2.01% |
| 11 | AMERICAN TOWER CORP NEW | 03027X100 | 81,078 | $15.6M | 1.59% |
| 12 | MICROSOFT CORP | MSFT | 25,775 | $13.4M | 1.36% |
| 13 | KLAVIYO INC | KVYO | 394,989 | $10.9M | 1.11% |
| 14 | ELECTRONIC ARTS INC | EA | 50,065 | $10.1M | 1.03% |
| 15 | BLACKLINE INC | BL | 161,852 | $8.6M | 0.88% |
| 16 | PAYPAL HLDGS INC | PYPL | 124,125 | $8.3M | 0.85% |
| 17 | QUALCOMM INC | QCOM | 47,279 | $7.9M | 0.80% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $7.5M | 0.77% |
| 19 | APPLE INC | AAPL | 28,329 | $7.2M | 0.73% |
| 20 | BERKSHIRE HATHAWAY INC CL B | BRK-A | 10,450 | $5.3M | 0.54% |
| 21 | ALPHABET INC | GOOG | 19,320 | $4.7M | 0.48% |
| 22 | VANGUARD INDEX FDS | 922908769 | 10,752 | $3.5M | 0.36% |
| 23 | JOHNSON & JOHNSON | JNJ | 14,943 | $2.8M | 0.28% |
| 24 | ALPHABET INC | GOOG | 10,635 | $2.6M | 0.26% |
| 25 | ABBVIE INC | ABBV | 9,614 | $2.2M | 0.23% |
| 26 | ORACLE CORP | ORCL-PD | 6,185 | $1.7M | 0.18% |
| 27 | PRICE T ROWE GROUP INC | TROW | 16,440 | $1.7M | 0.17% |
| 28 | SYMBOTIC INC | SYM | 30,425 | $1.6M | 0.17% |
| 29 | DOORDASH INC | DASH | 6,000 | $1.6M | 0.17% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C102 | 26,589 | $1.6M | 0.16% |
| 31 | EXXON MOBIL CORP | XOM | 12,549 | $1.4M | 0.14% |
| 32 | ABBOTT LABS | ABLZF | 9,894 | $1.3M | 0.13% |
| 33 | ADOBE INC | ADBE | 3,200 | $1.1M | 0.11% |
| 34 | COSTCO WHSL CORP NEW | 22160K105 | 1,024 | $947,846 | 0.10% |
| 35 | BILL HOLDINGS INC | BILL | 15,822 | $838,092 | 0.09% |
| 36 | NVIDIA CORPORATION | NVDA | 3,920 | $731,395 | 0.07% |
| 37 | DISNEY WALT CO | 254687106 | 6,289 | $720,091 | 0.07% |
| 38 | MERCK & CO INC | MRK | 8,158 | $684,701 | 0.07% |
| 39 | AMERICAN EXPRESS CO | AXP | 1,735 | $576,298 | 0.06% |
| 40 | META PLATFORMS INC | META | 765 | $561,801 | 0.06% |
| 41 | SPDR S&P 500 ETF TR | SPY | 839 | $558,926 | 0.06% |
| 42 | SCHWAB STRATEGIC TR | 808524201 | 16,800 | $442,512 | 0.05% |
| 43 | AUTOMATIC DATA PROCESSING IN | ADP | 1,400 | $410,900 | 0.04% |
| 44 | VERTIV HOLDINGS CO | VRT | 2,285 | $344,716 | 0.04% |
| 45 | BROADCOM INC | AVGO | 1,027 | $338,853 | 0.03% |
| 46 | THE CIGNA GROUP | 125523100 | 1,080 | $311,310 | 0.03% |
| 47 | NORTHERN TR CORP | NTRSO | 2,250 | $302,850 | 0.03% |
| 48 | CISCO SYS INC | CSCO | 4,265 | $291,812 | 0.03% |
| 49 | WALMART INC | WMT | 2,535 | $261,258 | 0.03% |
| 50 | PFIZER INC | PFE | 9,784 | $249,308 | 0.03% |
| 51 | VANGUARD INDEX FDS | 922908744 | 1,235 | $230,316 | 0.02% |