Holdings
Barton Investment Management
As of Jun 30, 2026, Barton Investment Management reported 49 positions worth US$684M. Largest: Shopify Inc., Netflix, Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Shopify Inc. | 1.58M | US$180M | −22,358 | Jun 30, 2026 |
| Netflix, Inc. | 2.28M | US$163M | −59,307 | Jun 30, 2026 |
| Amazon.com, Inc. | 487K | US$116M | −10,406 | Jun 30, 2026 |
| Equinix, Inc. | 31,901 | US$33.3M | −939 | Jun 30, 2026 |
| Okta, Inc. | 214K | US$29.2M | −12,317 | Jun 30, 2026 |
| Klaviyo, Inc. Series A | 1.26M | US$19M | +207K | Jun 30, 2026 |
| Blue Owl Capital Inc. | 2.11M | US$18.4M | +65,522 | Jun 30, 2026 |
| Gfl Environmental Inc | 416K | US$15.3M | −3,934 | Jun 30, 2026 |
| Gitlab Inc. | 480K | US$14.7M | −74,487 | Jun 30, 2026 |
| American Tower Corporation (reit) | 77,038 | US$12.6M | −1,395 | Jun 30, 2026 |