Barton Investment Management
CIK: 0001387818SEC EDGAR →
Portfolio Value
$888K
Holdings
52
As of
Q4 2025
New Positions
52
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SHOPIFY INC | 1,640,426 | $264K | 29.73% |
| 2 | NETFLIX INC | 2,371,717 | $222K | 25.03% |
| 3 | AMAZON COM INC | 505,676 | $117K | 13.14% |
| 4 | GLOBAL E ONLINE LTD | 1,079,254 | $42K | 4.78% |
| 5 | BLUE OWL CAPITAL INC | 1,950,164 | $29K | 3.28% |
| 6 | AIR LEASE CORP | 403,246 | $26K | 2.92% |
| 7 | KLAVIYO INC | 670,042 | $22K | 2.45% |
| 8 | OKTA INC | 250,886 | $22K | 2.44% |
| 9 | GITLAB INC | 558,603 | $21K | 2.36% |
| 10 | GFL ENVIRONMENTAL INC | 420,150 | $18K | 2.03% |
Quarterly Changes
New Positions (52)
$264K · 1.6M shares
$222K · 2.4M shares
$117K · 506K shares
$42K · 1.1M shares
$29K · 2.0M shares
$26K · 403K shares
$22K · 670K shares
$22K · 251K shares
$21K · 559K shares
$18K · 420K shares
$14K · 79K shares
$12K · 24K shares
$10K · 49K shares
$9K · 160K shares
$8K · 47K shares
$7K · 25K shares
$7K · 117K shares
$6K · 19K shares
$4K · 11K shares
$3K · 11K shares
$3K · 15K shares
$2K · 10K shares
$2K · 31K shares
$2K · 16K shares
$2K · 27K shares
$1K · 12K shares
$1K · 6K shares
$1K · 10K shares
$1K · 6K shares
$1K · 3K shares
$883 · 1K shares
$858 · 8K shares
$824 · 15K shares
$748 · 4K shares
$715 · 6K shares
$572 · 839 shares
$571 · 2K shares
$514 · 779 shares
$452 · 17K shares
$360 · 1K shares
$358 · 2K shares
$344 · 995 shares
$328 · 4K shares
$307 · 2K shares
$297 · 1K shares
$282 · 3K shares
$244 · 10K shares
$235 · 1K shares
$207 · 1K shares
$27 · 35K shares
$7 · 10 shares
$5 · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $369K | 41.5% |
| Communication Services | 8 | $245K | 27.5% |
| Consumer Cyclical | 2 | $159K | 17.9% |
| Industrials | 5 | $46K | 5.2% |
| Financial Services | 11 | $45K | 5.1% |
| Real Estate | 2 | $14K | 1.6% |
| Healthcare | 6 | $8K | 0.9% |
| Energy | 1 | $1K | 0.2% |
| Consumer Defensive | 2 | $1K | 0.1% |
| Unknown | 1 | $7 | 0.0% |