Barton Investment Management
Barton Investment Management reported 60 holdings worth US$738M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Barton Investment Management reported 60 holdings worth US$738M as of Jun 30, 2026. Largest: Shopify Inc., Netflix, Inc. and Amazon.com, Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$738M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Shopify Inc. | 1.58M | US$180M | 24.4% |
| Netflix, Inc. | 2.28M | US$163M | 22.1% |
| Amazon.com, Inc. | 487K | US$116M | 15.7% |
| Equinix, Inc. | 31,901 | US$33.3M | 4.5% |
| Okta, Inc. | 214K | US$29.2M | 4.0% |
| Klaviyo, Inc. Series A | 1.26M | US$19M | 2.6% |
| Blue Owl Capital Inc. | 2.11M | US$18.4M | 2.5% |
| Gfl Environmental Inc | 416K | US$15.3M | 2.1% |
| Gitlab Inc. | 480K | US$14.7M | 2.0% |
| American Tower Corporation (reit) | 77,038 | US$12.6M | 1.7% |
| Alphabet Inc (google) Class C | 29,783 | US$10.6M | 1.4% |
| Microsoft Corp. | 24,416 | US$9.11M | 1.2% |
| Electronic Arts Inc. | 43,695 | US$8.96M | 1.2% |
| Berkshire Hathaway Inc. | 14,965 | US$7.49M | 1.0% |
| Apple Inc | 24,862 | US$7.19M | 0.97% |
| Qualcomm Incorporated | 38,057 | US$7.03M | 0.95% |
| Paypal Holdings, Inc. | 99,100 | US$4.28M | 0.58% |
| Johnson & Johnson | 14,163 | US$3.6M | 0.49% |
| Blackline, Inc. | 126K | US$3.54M | 0.48% |
| Symbotic Inc. | 53,460 | US$2.4M | 0.33% |
| Abbvie Inc. | 7,578 | US$1.91M | 0.26% |
| T. Rowe Price Group, Inc. | 14,040 | US$1.6M | 0.22% |
| Exxon Mobil Corporation | 8,105 | US$1.11M | 0.15% |
| Doordash, Inc. | 6,000 | US$1.11M | 0.15% |
| Merck & Company, Inc. | 8,158 | US$1.05M | 0.14% |
| Costco Wholesale Corporation | 1,024 | US$958K | 0.13% |
| Oracle Corporation | 5,785 | US$848K | 0.11% |
| Nvidia Corporation | 3,866 | US$774K | 0.10% |
| Abbott Laboratories | 7,858 | US$713K | 0.10% |
| Vertiv Holdings, Llc | 1,980 | US$663K | 0.09% |
| Adobe Inc. | 3,200 | US$656K | 0.09% |
| Cisco Systems, Inc. | 5,080 | US$597K | 0.08% |
| Intel Corporation | 3,870 | US$540K | 0.07% |
| Walt Disney Company (the) | 5,289 | US$509K | 0.07% |
| American Express Company | 1,460 | US$494K | 0.07% |
| Qxo, Inc. | 27,495 | US$475K | 0.06% |
| Northern Trust Corporation | 2,250 | US$391K | 0.05% |
| Advanced Micro Devices Inc | 665 | US$386K | 0.05% |
| Dell Technologies Inc. | 875 | US$378K | 0.05% |
| Broadcom Inc. | 965 | US$365K | 0.05% |
| Meta Platforms, Inc. | 629 | US$354K | 0.05% |
| Bill Holdings, Inc. | 9,312 | US$337K | 0.05% |
| Automatic Data Processing, Inc. | 1,400 | US$314K | 0.04% |
| Asml Holding Nv | 150 | US$298K | 0.04% |
| Analog Devices, Inc. | 735 | US$292K | 0.04% |
| Walmart Inc. | 2,535 | US$287K | 0.04% |
| Twilio Inc. | 1,315 | US$271K | 0.04% |
| Corning Incorporated | 945 | US$241K | 0.03% |
| Pfizer, Inc. | 9,483 | US$228K | 0.03% |
| Air Lease Corporation Class A | 0 | US$0 | 0.00% |
Source
View original at SEC
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