Barton Investment Management 13F Holdings

CIK 0001387818 · WEST CONSHOHOCKEN, PA

As of Sep 30, 2025, Barton Investment Management reported 51 positions worth $981.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NETFLIX INCNFLXCommunication Services242,311$290.5M29.59%
SHOPIFY INCSHOPTechnology1,684,789$250.4M25.50%
AMAZON.COM INCAMZNEquity512,687 12.6M11.46%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical1,072,342$38.3M3.91%
BLUE OWL CAPITAL INCOWLFinancial Services1,920,184$32.5M3.31%
AIR LEASE CORPALIndustrials473,217$30.1M3.07%
EQUINIX INCEQIXReal Estate35,853$28.1M2.86%
GITLAB INCGTLBTechnology556,878$25.1M2.56%
OKTA INCOKTATechnology250,525$23.0M2.34%
GFL ENVIRONMENTAL INCGFLIndustrials417,298 9.8M2.01%
AMERICAN TOWER CORPAMTReal Estate81,078 5.6M1.59%
MICROSOFT CORPMSFTTechnology25,775 3.4M1.36%
KLAVIYO INCKVYOTechnology394,989 0.9M1.11%
ELECTRONIC ARTS INCEACommunication Services50,065 0.1M1.03%
BLACKLINE INCBLTechnology161,852$8.6M0.88%
PAYPAL HOLDINGS INCPYPLFinancial Services124,125$8.3M0.85%
QUALCOMM INCQCOMTechnology47,279$7.9M0.80%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services10$7.5M0.77%
APPLE INCAAPLTechnology28,329$7.2M0.73%
Berkshire Hathaway Inc Class BBRK.BFinancial Services10,450$5.3M0.54%
ALPHABET INCGOOGLEquity19,320$4.7M0.48%
VANGUARD TOTAL STOCK MKT ETFVTI—10,752$3.5M0.36%
JOHNSON & JOHNSONJNJHealthcare14,943$2.8M0.28%
ALPHABET INCGOOGEquity10,635$2.6M0.26%
ABBVIE INCABBVEquity9,614$2.2M0.23%