Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Barton Investment Management (CIK 1387818) reported $797.3M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NFLX ($225.3M, 28.25%), SHOP ($190.1M, 23.85%), AMZN ($103.6M, 12.99%), GLBE ($33.6M, 4.21%), EQIX ($32.2M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | $225.3M | 28.25% | 2.3M | Trimmed |
| 2 | SHOP | SHOPIFY INC | $190.1M | 23.85% | 1.6M | Trimmed |
| 3 | AMZN | AMAZON COM INC | $103.6M | 12.99% | 497,238 | Trimmed |
| 4 | GLBE | GLOBAL E ONLINE LTD | $33.6M | 4.21% | 1.1M | Added |
| 5 | EQIX | EQUINIX INC | $32.2M | 4.04% | 32,840 | Trimmed |
| 6 | AL | AIR LEASE CORP | $22.1M | 2.77% | 340,033 | Trimmed |
| 7 | KVYO | KLAVIYO INC | $20.4M | 2.56% | 1.1M | Added |
| 8 | OWL | BLUE OWL CAPITAL INC | $18.6M | 2.34% | 2.0M | Added |
| 9 | OKTA | OKTA INC | $17.8M | 2.24% | 226,576 | Trimmed |
| 10 | GFL | GFL ENVIRONMENTAL INC | $17.5M | 2.19% | 419,475 | Trimmed |
| 11 | AMT | AMERICAN TOWER CORP | $13.5M | 1.70% | 78,433 | Trimmed |
| 12 | GTLB | GITLAB INC | $12.0M | 1.51% | 554,943 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $9.0M | 1.13% | 24,416 | Trimmed |
| 14 | EA | ELECTRONIC ARTS INC | $8.9M | 1.12% | 43,695 | Trimmed |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.2M | 0.90% | 10 | Hold |
| 16 | AAPL | APPLE INC | $6.3M | 0.79% | 24,862 | Trimmed |
| 17 | BL | BLACKLINE INC | $5.9M | 0.74% | 158,644 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $5.5M | 0.69% | 19,245 | Trimmed |
| 19 | BRK.B | BERKSHIRE HATHAWAY CL B | $4.9M | 0.62% | 10,255 | Trimmed |
| 20 | PYPL | PAYPAL HLDGS INC | $4.8M | 0.61% | 106,654 | Trimmed |
| 21 | QCOM | QUALCOMM INC | $4.7M | 0.59% | 36,800 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $3.5M | 0.44% | 14,202 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $3.4M | 0.43% | 10,617 | Trimmed |
| 24 | GOOG | ALPHABET INC | $3.1M | 0.38% | 10,635 | Hold |
| 25 | TBLL | INVESCO EXCH TRADED FD TR II | $2.2M | 0.27% | 20,430 | New |
Source: SEC Form 13F filings · as of 2026-03-31