13F HOLDINGS REPORT
Barton Investment Management
Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001387818-26-000001
Total Value
$928.1M
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHOPIFY INC | SHOP | 1,640,426 | $264.1M | 28.45% |
| 2 | NETFLIX INC | NFLX | 2,371,717 | $222.4M | 23.96% |
| 3 | AMAZON COM INC | AMZN | 505,676 | $116.7M | 12.58% |
| 4 | GLOBAL E ONLINE LTD | GLBE | 1,079,254 | $42.4M | 4.57% |
| 5 | BLUE OWL CAPITAL INC | OWL | 1,950,164 | $29.1M | 3.14% |
| 6 | EQUINIX INC | EQIX | 35,256 | $27.0M | 2.91% |
| 7 | AIR LEASE CORP | AIIR | 403,246 | $25.9M | 2.79% |
| 8 | KLAVIYO INC | KVYO | 670,042 | $21.8M | 2.34% |
| 9 | OKTA INC | OKTA | 250,886 | $21.7M | 2.34% |
| 10 | GITLAB INC | GTLB | 558,603 | $21.0M | 2.26% |
| 11 | GFL ENVIRONMENTAL INC | GFL | 420,150 | $18.0M | 1.94% |
| 12 | AMERICAN TOWER CORP NEW | 03027X100 | 79,208 | $13.9M | 1.50% |
| 13 | MICROSOFT CORP | MSFT | 24,461 | $11.8M | 1.27% |
| 14 | ELECTRONIC ARTS INC | EA | 49,065 | $10.0M | 1.08% |
| 15 | BLACKLINE INC | BL | 160,204 | $8.9M | 0.95% |
| 16 | QUALCOMM INC | QCOM | 47,081 | $8.1M | 0.87% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10 | $7.5M | 0.81% |
| 18 | APPLE INC | AAPL | 25,402 | $6.9M | 0.74% |
| 19 | PAYPAL HLDGS INC | PYPL | 117,171 | $6.8M | 0.74% |
| 20 | ALPHABET INC | GOOG | 19,410 | $6.1M | 0.65% |
| 21 | BERKSHIRE HATHAWAY INC Cl B | BRK-A | 10,465 | $5.3M | 0.57% |
| 22 | VANGUARD INDEX FDS | 922908769 | 10,752 | $3.6M | 0.39% |
| 23 | ALPHABET INC | GOOG | 10,635 | $3.3M | 0.36% |
| 24 | JOHNSON & JOHNSON | JNJ | 14,817 | $3.1M | 0.33% |
| 25 | ABBVIE INC | ABBV | 9,614 | $2.2M | 0.24% |
| 26 | SYMBOTIC INC | SYM | 30,658 | $1.8M | 0.20% |
| 27 | PRICE T ROWE GROUP INC | TROW | 16,440 | $1.7M | 0.18% |
| 28 | VANGUARD SCOTTSDALE FDS | 92206C102 | 26,589 | $1.6M | 0.17% |
| 29 | EXXON MOBIL CORP | XOM | 12,434 | $1.5M | 0.16% |
| 30 | DOORDASH INC | DASH | 6,000 | $1.4M | 0.15% |
| 31 | ABBOTT LABS | ABLZF | 9,894 | $1.2M | 0.13% |
| 32 | ORACLE CORP | ORCL-PD | 5,785 | $1.1M | 0.12% |
| 33 | ADOBE INC | ADBE | 3,200 | $1.1M | 0.12% |
| 34 | COSTCO WHSL CORP NEW | 22160K105 | 1,024 | $883,037 | 0.10% |
| 35 | MERCK & CO INC | MRK | 8,158 | $858,712 | 0.09% |
| 36 | BILL HOLDINGS INC | BILL | 15,117 | $824,482 | 0.09% |
| 37 | NVIDIA CORPORATION | NVDA | 4,016 | $748,984 | 0.08% |
| 38 | DISNEY WALT CO | 254687106 | 6,289 | $715,500 | 0.08% |
| 39 | SPDR S&P 500 ETF TR | SPY | 839 | $572,131 | 0.06% |
| 40 | AMERICAN EXPRESS CO | AXP | 1,544 | $571,203 | 0.06% |
| 41 | META PLATFORMS INC | META | 779 | $514,211 | 0.06% |
| 42 | SCHWAB STRATEGIC TR | 808524201 | 16,800 | $452,088 | 0.05% |
| 43 | AUTOMATIC DATA PROCESSING IN | ADP | 1,400 | $360,122 | 0.04% |
| 44 | VERTIV HOLDINGS CO | VRT | 2,210 | $358,043 | 0.04% |
| 45 | BROADCOM INC | AVGO | 995 | $344,406 | 0.04% |
| 46 | CISCO SYS INC | CSCO | 4,265 | $328,533 | 0.04% |
| 47 | NORTHERN TR CORP | NTRSO | 2,250 | $307,328 | 0.03% |
| 48 | THE CIGNA GROUP | 125523100 | 1,080 | $297,249 | 0.03% |
| 49 | WALMART INC | WMT | 2,535 | $282,425 | 0.03% |
| 50 | PFIZER INC | PFE | 9,803 | $244,084 | 0.03% |
| 51 | VANGUARD INDEX FDS | 922908744 | 1,235 | $235,873 | 0.03% |
| 52 | TWILIO INC | TWLO | 1,460 | $207,671 | 0.02% |