Institutional Manager · CIK 0001387818
Barton Investment Management
WEST CONSHOHOCKEN, PA · File #028-12324
Latest AUM
$928.1M
Positions
52
Top-10 Concentration
85.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202552 pos · $928.1M
- 13F HOLDINGS REPORTQ/E Sep 202551 pos · $981.9M
- 13F HOLDINGS REPORTQ/E Jun 202548 pos · $965.1M
- 13F HOLDINGS REPORTQ/E Mar 202546 pos · $814.1M
- 13F HOLDINGS REPORTQ/E Dec 202448 pos · $942.8M
- 13F HOLDINGS REPORTQ/E Sep 202449 pos · $799.7M
- 13F HOLDINGS REPORTQ/E Jun 202443 pos · $751.7M
- 13F HOLDINGS REPORTQ/E Mar 202446 pos · $824.2M
- 13F HOLDINGS REPORTQ/E Dec 202345 pos · $619.3M
- 13F HOLDINGS REPORTQ/E Sep 202344 pos · $665.8M
- 13F HOLDINGS REPORTQ/E Jun 202342 pos · $568.5M
- 13F HOLDINGS REPORTQ/E Mar 202343 pos · $508.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SHOPIFY INC | SHOP | 1,640,426 | $264.1M | 28.46% |
| 2 | NETFLIX INC | NFLX | 2,371,717 | $222.4M | 23.97% |
| 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 | 2.35% |
| 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 | 1.95% |
| 12 | AMERICAN TOWER CORP NEW | 03027X100 | 79,208 | $13.9M | 1.50% |
| 13 | MICROSOFT CORP | MSFT | 24,461 | $11.8M | 1.28% |
| 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% |