Barton Investment Management
CIK: 0001387818Latest portfolio: $928.1M · Q4 2025
Holdings
52
Total Value
$928.1M
New Positions
51
Closed Positions
0
Top Holdings
View All 52 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 1,640,426 | $264.1M | 28.45% | NEW | |
| 2 | NFLXNETFLIX INC | 2,371,717 | $222.4M | 23.96% | NEW | |
| 3 | AMZNAMAZON COM INC | 505,676 | $116.7M | 12.58% | NEW | |
| 4 | GLBEGLOBAL E ONLINE LTD | 1,079,254 | $42.4M | 4.57% | NEW | |
| 5 | OWLBLUE OWL CAPITAL INC | 1,950,164 | $29.1M | 3.14% | NEW | |
| 6 | EQIXEQUINIX INC | 35,256 | $27.0M | 2.91% | NEW | |
| 7 | ALAIR LEASE CORP | 403,246 | $25.9M | 2.79% | NEW | |
| 8 | KVYOKLAVIYO INC | 670,042 | $21.8M | 2.34% | NEW | |
| 9 | OKTAOKTA INC | 250,886 | $21.7M | 2.34% | NEW | |
| 10 | GTLBGITLAB INC | 558,603 | $21.0M | 2.26% | NEW | |
| 11 | GFLGFL ENVIRONMENTAL INC | 420,150 | $18.0M | 1.94% | NEW | |
| 12 | AMTAMERICAN TOWER CORP NEW | 79,208 | $13.9M | 1.50% | NEW | |
| 13 | MSFTMICROSOFT CORP | 24,461 | $11.8M | 1.27% | NEW | |
| 14 | EAELECTRONIC ARTS INC | 49,065 | $10.0M | 1.08% | NEW | |
| 15 | BLBLACKLINE INC | 160,204 | $8.9M | 0.95% | NEW | |
| 16 | QCOMQUALCOMM INC | 47,081 | $8.1M | 0.87% | NEW | |
| 17 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $7.5M | 0.81% | NEW | |
| 18 | AAPLAPPLE INC | 25,402 | $6.9M | 0.74% | NEW | |
| 19 | PYPLPAYPAL HLDGS INC | 117,171 | $6.8M | 0.74% | NEW | |
| 20 | GOOGLALPHABET INC | 19,410 | $6.1M | 0.65% | NEW | |
| 21 | —BERKSHIRE HATHAWAY INC Cl B | 10,465 | $5.3M | 0.57% | NEW | |
| 22 | VTIVANGUARD INDEX FDS | 10,752 | $3.6M | 0.39% | NEW | |
| 23 | GOOGALPHABET INC | 10,635 | $3.3M | 0.36% | NEW | |
| 24 | JNJJOHNSON & JOHNSON | 14,817 | $3.1M | 0.33% | NEW | |
| 25 | ABBVABBVIE INC | 9,614 | $2.2M | 0.24% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($2.640592175621694e+48T)
Financial Services0.0% ($2.9135684036041687e+26T)
Communication Services0.0% ($2.223721002560753e+22T)
Healthcare0.0% ($306621961239.9T)
Industrials0.0% ($25900180451.8T)
Consumer Cyclical0.0% ($11.7T)
Real Estate0.0% ($2.7T)
Unknown0.0% ($75.5B)
Consumer Defensive0.0% ($883.3M)
Energy0.0% ($1.5M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 21, 2026 | $928.1M | 52 |
| Q3 2025 | Oct 21, 2025 | $981.9B | 0 |
| Q2 2025 | Jul 21, 2025 | $965.1B | 48 |
| Q1 2025 | Apr 11, 2025 | $814.1B | 46 |
| Q4 2024 | Jan 27, 2025 | $942.8B | 48 |
| Q3 2024 | Oct 17, 2024 | $799.7B | 49 |
| Q2 2024 | Jul 18, 2024 | $751.7B | 43 |
| Q1 2024 | Apr 26, 2024 | $824.2B | 46 |
| Q4 2023 | Jan 23, 2024 | $619.5B | 45 |
| Q3 2023 | Oct 16, 2023 | $619.3B | 45 |
| Q2 2023 | Jul 24, 2023 | $665.8B | 44 |
| Q1 2023 | Apr 18, 2023 | $568.5B | 42 |
| Q4 2022 | Jan 26, 2023 | $508.7B | 43 |
| Q3 2022 | Oct 20, 2022 | $491.6M | 41 |
| Q2 2022 | Jul 15, 2022 | $494.8M | 41 |
| Q1 2022 | Apr 20, 2022 | $789.4M | 41 |
| Q4 2021 | Jan 18, 2022 | $1.2B | 43 |
| Q3 2021 | Oct 18, 2021 | $1.2B | 40 |
| Q2 2021 | Jul 26, 2021 | $1.2B | 41 |
| Q1 2021 | Apr 16, 2021 | $1.1B | 39 |
| Q4 2020 | Jan 13, 2021 | $1.2B | 40 |
| Q3 2020 | Oct 19, 2020 | $1.0B | 41 |
| Q2 2020 | Aug 17, 2020 | $983.3M | 40 |
| Q1 2020 | Apr 30, 2020 | $645.0M | 39 |
| Q4 2019 | Jan 22, 2020 | $643.8M | 42 |
| Q3 2019 | Oct 16, 2019 | $596.6M | 38 |
| Q2 2019 | Jul 18, 2019 | $669.1M | 40 |
| Q1 2019 | Apr 24, 2019 | $599.1M | 40 |
| Q4 2018 | Jan 16, 2019 | $483.7M | 41 |
| Q3 2018 | Oct 23, 2018 | $646.2M | 41 |
| Q2 2018 | Jul 18, 2018 | $618.1M | 41 |
| Q1 2018 | Apr 17, 2018 | $438.6M | 32 |
| Q4 2017 | Jan 18, 2018 | $455.5M | 41 |
| Q3 2017 | Oct 30, 2017 | $421.8M | 42 |
| Q2 2017 | Jul 25, 2017 | $378.9M | 42 |
| Q1 2017 | Apr 26, 2017 | $343.9M | 43 |
| Q4 2016 | Jan 24, 2017 | $300.6M | 41 |
| Q3 2016 | Nov 8, 2016 | $297.0M | 43 |
| Q2 2016 | Aug 3, 2016 | $274.8M | 45 |
| Q1 2016 | Apr 28, 2016 | $364.6M | 53 |
Fund Information
Barton Investment Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $928.1M across 52 holdings. The largest position is SHOPIFY INC (SHOP), representing 28.5% of the portfolio. Compared to the previous quarter, the fund opened 52 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.