BARTON INVESTMENT MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 1.92M | $32.51M |
 | SHOP | 1.68M | $250.38M |
 | GLBE | 1.07M | $38.35M |
 | GTLB | 557K | $25.10M |
 | AMZN | 513K | $112.57M |
 | AL | 473K | $30.12M |
 | GFL | 417K | $19.77M |
 | KVYO | 395K | $10.94M |
 | OKTA | 251K | $22.97M |
 | NFLX | 242K | $290.51M |
 | BL | 162K | $8.59M |
 | PYPL | 124K | $8.32M |
 | AMT | 81K | $15.59M |
 | EA | 50K | $10.10M |
 | QCOM | 47K | $7.87M |
 | EQIX | 36K | $28.08M |
 | SYM | 30K | $1.64M |
 | AAPL | 28K | $7.21M |
 | MSFT | 26K | $13.35M |
 | GOOGL | 19K | $4.70M |
Blue Owl Capital Inc.
OWL
Shares Held
1.92M
Value
$32.51M
Shopify Inc.
SHOP
Shares Held
1.68M
Value
$250.38M
Global-e Online Ltd.
GLBE
Shares Held
1.07M
Value
$38.35M
GitLab Inc.
GTLB
Shares Held
557K
Value
$25.10M
Amazon.com, Inc.
AMZN
Shares Held
513K
Value
$112.57M
Air Lease Corporation
AL
Shares Held
473K
Value
$30.12M
GFL Environmental Inc.
GFL
Shares Held
417K
Value
$19.77M
Klaviyo, Inc.
KVYO
Shares Held
395K
Value
$10.94M
Okta, Inc.
OKTA
Shares Held
251K
Value
$22.97M
Netflix, Inc.
NFLX
Shares Held
242K
Value
$290.51M
BlackLine, Inc.
BL
Shares Held
162K
Value
$8.59M
PayPal Holdings, Inc.
PYPL
Shares Held
124K
Value
$8.32M
American Tower Corporation
AMT
Shares Held
81K
Value
$15.59M
Electronic Arts Inc.
EA
Shares Held
50K
Value
$10.10M
QUALCOMM Incorporated
QCOM
Shares Held
47K
Value
$7.87M
Equinix, Inc.
EQIX
Shares Held
36K
Value
$28.08M
Symbotic Inc.
SYM
Shares Held
30K
Value
$1.64M
Apple Inc.
AAPL
Shares Held
28K
Value
$7.21M
Microsoft Corporation
MSFT
Shares Held
26K
Value
$13.35M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$4.70M