BARTON INVESTMENT MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 2.34M | $225.28M |
 | OWL | 2.04M | $18.63M |
 | SHOP | 1.60M | $190.14M |
 | GLBE | 1.09M | $33.57M |
 | KVYO | 1.05M | $20.43M |
 | GTLB | 555K | $12.01M |
 | AMZN | 497K | $103.56M |
 | GFL | 419K | $17.50M |
 | OKTA | 227K | $17.83M |
 | BL | 159K | $5.87M |
 | PYPL | 107K | $4.82M |
 | AMT | 78K | $13.54M |
 | EA | 44K | $8.91M |
 | SYM | 37K | $1.96M |
 | QCOM | 37K | $4.74M |
 | EQIX | 33K | $32.19M |
 | AAPL | 25K | $6.31M |
 | MSFT | 24K | $9.04M |
 | QXO | 22K | $433.16K |
 | GOOGL | 19K | $5.53M |
Netflix, Inc.
NFLX
Shares Held
2.34M
Value
$225.28M
Blue Owl Capital Inc.
OWL
Shares Held
2.04M
Value
$18.63M
Shopify Inc.
SHOP
Shares Held
1.60M
Value
$190.14M
Global-e Online Ltd.
GLBE
Shares Held
1.09M
Value
$33.57M
Klaviyo, Inc.
KVYO
Shares Held
1.05M
Value
$20.43M
GitLab Inc.
GTLB
Shares Held
555K
Value
$12.01M
Amazon.com, Inc.
AMZN
Shares Held
497K
Value
$103.56M
GFL Environmental Inc.
GFL
Shares Held
419K
Value
$17.50M
Okta, Inc.
OKTA
Shares Held
227K
Value
$17.83M
BlackLine, Inc.
BL
Shares Held
159K
Value
$5.87M
PayPal Holdings, Inc.
PYPL
Shares Held
107K
Value
$4.82M
American Tower Corporation
AMT
Shares Held
78K
Value
$13.54M
Electronic Arts Inc.
EA
Shares Held
44K
Value
$8.91M
Symbotic Inc.
SYM
Shares Held
37K
Value
$1.96M
QUALCOMM Incorporated
QCOM
Shares Held
37K
Value
$4.74M
Equinix, Inc.
EQIX
Shares Held
33K
Value
$32.19M
Apple Inc.
AAPL
Shares Held
25K
Value
$6.31M
Microsoft Corporation
MSFT
Shares Held
24K
Value
$9.04M
QXO, Inc.
QXO
Shares Held
22K
Value
$433.16K
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$5.53M