BARTON INVESTMENT MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 2.37M | $222.37M |
 | OWL | 1.95M | $29.14M |
 | SHOP | 1.64M | $264.06M |
 | GLBE | 1.08M | $42.43M |
 | KVYO | 670K | $21.76M |
 | GTLB | 559K | $20.96M |
 | AMZN | 506K | $116.72M |
 | GFL | 420K | $18.05M |
 | AL | 403K | $25.90M |
 | OKTA | 251K | $21.69M |
 | BL | 160K | $8.86M |
 | PYPL | 117K | $6.84M |
 | AMT | 79K | $13.91M |
 | EA | 49K | $10.03M |
 | QCOM | 47K | $8.05M |
 | EQIX | 35K | $27.01M |
 | SYM | 31K | $1.82M |
 | AAPL | 25K | $6.91M |
 | MSFT | 24K | $11.83M |
 | GOOGL | 19K | $6.08M |
Netflix, Inc.
NFLX
Shares Held
2.37M
Value
$222.37M
Blue Owl Capital Inc.
OWL
Shares Held
1.95M
Value
$29.14M
Shopify Inc.
SHOP
Shares Held
1.64M
Value
$264.06M
Global-e Online Ltd.
GLBE
Shares Held
1.08M
Value
$42.43M
Klaviyo, Inc.
KVYO
Shares Held
670K
Value
$21.76M
GitLab Inc.
GTLB
Shares Held
559K
Value
$20.96M
Amazon.com, Inc.
AMZN
Shares Held
506K
Value
$116.72M
GFL Environmental Inc.
GFL
Shares Held
420K
Value
$18.05M
Air Lease Corporation
AL
Shares Held
403K
Value
$25.90M
Okta, Inc.
OKTA
Shares Held
251K
Value
$21.69M
BlackLine, Inc.
BL
Shares Held
160K
Value
$8.86M
PayPal Holdings, Inc.
PYPL
Shares Held
117K
Value
$6.84M
American Tower Corporation
AMT
Shares Held
79K
Value
$13.91M
Electronic Arts Inc.
EA
Shares Held
49K
Value
$10.03M
QUALCOMM Incorporated
QCOM
Shares Held
47K
Value
$8.05M
Equinix, Inc.
EQIX
Shares Held
35K
Value
$27.01M
Symbotic Inc.
SYM
Shares Held
31K
Value
$1.82M
Apple Inc.
AAPL
Shares Held
25K
Value
$6.91M
Microsoft Corporation
MSFT
Shares Held
24K
Value
$11.83M
Alphabet Inc.
GOOGL
Shares Held
19K
Value
$6.08M