Stock Taper

BARTON INVESTMENT MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX2.28M$163.05M
Blue Owl Capital Inc.OWL2.11M$18.43M
Shopify Inc.SHOP1.58M$180.47M
Klaviyo, Inc.KVYO1.26M$18.97M
Global-e Online Ltd.GLBE1.09M$37.83M
Amazon.com, Inc.AMZN486.83K$116.03M
GitLab Inc.GTLB480.46K$14.67M
GFL Environmental Inc.GFL415.54K$15.29M
Okta, Inc.OKTA214.26K$29.24M
BlackLine, Inc.BL125.98K$3.54M
PayPal Holdings, Inc.PYPL99.1K$4.28M
American Tower CorporationAMT77.04K$12.6M
Symbotic Inc.SYM53.46K$2.4M
EA ELECTRONIC ARTS INCEA43.7K$8.96M
QUALCOMM IncorporatedQCOM38.06K$7.03M
Equinix, Inc.EQIX31.9K$33.25M
Royalty Pharma plcRPRX30.05K$1.68M
QXO, Inc.QXO27.5K$475.11K
Apple Inc.AAPL24.86K$7.19M
Microsoft CorporationMSFT24.42K$9.11M