Barton Investment Management Q2 2024 Filing
Filed July 18, 2024
Portfolio Value
$751K
Holdings
43
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 309,251 | $208K | 27.70% | |
| 2 | SHOPSHOPIFY INC | 1,906,029 | $125K | 16.64% | |
| 3 | AMZNAMAZON COM INC | 607,746 | $117K | 15.58% | |
| 4 | GLBEGLOBAL E ONLINE LTD | 991,229 | $35K | 4.66% | |
| 5 | ALAIR LEASE CORP | 681,998 | $32K | 4.26% | |
| 6 | OWLBLUE OWL CAPITAL INC | 1,814,640 | $32K | 4.26% | |
| 7 | EQIXEQUINIX INC | 38,626 | $29K | 3.86% | |
| 8 | OKTAOKTA INC | 287,155 | $26K | 3.46% | |
| 9 | BLBLACKLINE INC | 502,732 | $24K | 3.20% | |
| 10 | AMTAMERICAN TOWER CORP NEW | 89,732 | $17K | 2.26% | |
| 11 | GFLGFL ENVIRONMENTAL INC | 407,194 | $15K | 2.00% | |
| 12 | MSFTMICROSOFT CORP | 26,195 | $11K | 1.46% | |
| 13 | QCOMQUALCOMM INC | 49,011 | $9K | 1.20% | |
| 14 | PYPLPAYPAL HLDGS INC | 157,110 | $9K | 1.20% | |
| 15 | EAELECTRONIC ARTS INC | 64,305 | $8K | 1.07% | |
| 16 | BRK-BBERKSHIRE HATHAWAY CLASS A 1/100 | 10 | $6K | 0.80% | |
| 17 | AAPLAPPLE INC | 31,344 | $6K | 0.80% | |
| 18 | —BERKSHIRE HATHAWAY CLASS B | 10,725 | $4K | 0.53% | |
| 19 | GOOGLALPHABET INC | 19,130 | $3K | 0.40% | |
| 20 | VTIVANGUARD INDEX FDS | 12,576 | $3K | 0.40% | |
| 21 | GOOGALPHABET INC | 11,700 | $2K | 0.27% | |
| 22 | JNJJOHNSON & JOHNSON | 15,298 | $2K | 0.27% | |
| 23 | TROWPRICE T ROWE GROUP INC | 18,786 | $2K | 0.27% | |
| 24 | ABBVABBVIE INC | 9,614 | $1K | 0.13% | |
| 25 | ABTABBOTT LABS | 9,894 | $1K | 0.13% | |
| 26 | ADBEADOBE INC | 3,200 | $1K | 0.13% | |
| 27 | VGSHVANGUARD SCOTTSDALE FDS | 21,849 | $1K | 0.13% | |
| 28 | ORCLORACLE CORP | 7,275 | $1K | 0.13% | |
| 29 | XOMEXXON MOBIL CORP | 12,999 | $1K | 0.13% | |
| 30 | MRKMERCK & CO INC | 8,158 | $1K | 0.13% | |
| 31 | PFEPFIZER INC | 8,700 | $0 | 0.00% | |
| 32 | SPYSPDR S&P 500 ETF TR | 839 | $0 | 0.00% | |
| 33 | DISDISNEY WALT CO | 6,289 | $0 | 0.00% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 1,024 | $0 | 0.00% | |
| 35 | ADPAUTOMATIC DATA PROCESSING IN | 1,400 | $0 | 0.00% | |
| 36 | AXPAMERICAN EXPRESS CO | 1,900 | $0 | 0.00% | |
| 37 | BILLBILL HOLDINGS INC | 14,053 | $0 | 0.00% | |
| 38 | CATCATERPILLAR INC | 753 | $0 | 0.00% | |
| 39 | TFXTELEFLEX INCORPORATED | 1,200 | $0 | 0.00% | |
| 40 | CITHE CIGNA GROUP | 1,080 | $0 | 0.00% | |
| 41 | METAMETA PLATFORMS INC | 765 | $0 | 0.00% | |
| 42 | DASHDOORDASH INC | 6,000 | $0 | 0.00% | |
| 43 | NVDANVIDIA CORPORATION | 3,500 | $0 | 0.00% |