Home › Barton Investment Management

Barton Investment Management 13F holdings

Filed 2026-07-20 · Barton Investment Management · 60 positions · $738.2M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SHOPSHOPIFY INC1.6M$180.5M24.4%
NFLXNETFLIX INC.2.3M$163.1M22.1%
AMZNAMAZON COM INC486.8K$116.0M15.7%
—GLOBAL E ONLINE LTD1.1M$37.8M5.1%
EQIXEQUINIX INC31.9K$33.3M4.5%
OKTAOKTA INC214.3K$29.2M4.0%
KVYOKLAVIYO INC1.3M$19.0M2.6%
OWLBLUE OWL CAPITAL INC2.1M$18.4M2.5%
GFLGFL ENVIRONMENTAL INC415.5K$15.3M2.1%
GTLBGITLAB INC480.5K$14.7M2.0%
AMTAMERICAN TOWER CORP77.0K$12.6M1.7%
MSFTMICROSOFT CORP24.4K$9.1M1.2%
EAELECTRONIC ARTS INC43.7K$9.0M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL10$7.5M1.0%
AAPLAPPLE INC24.9K$7.2M1.0%
QCOMQUALCOMM INC38.1K$7.0M1.0%
GOOGLALPHABET INC19.3K$6.9M0.9%
—BERKSHIRE HATHAWAY CL B10.3K$5.1M0.7%
PYPLPAYPAL HLDGS INC99.1K$4.3M0.6%
VTIVANGUARD INDEX FDS10.6K$3.9M0.5%
GOOGALPHABET INC10.6K$3.8M0.5%
JNJJOHNSON & JOHNSON14.2K$3.6M0.5%
BLBLACKLINE INC126.0K$3.5M0.5%
SYMSYMBOTIC INC53.5K$2.4M0.3%
TBLLINVESCO EXCH TRADED FD TR II19.5K$2.1M0.3%
ABBVABBVIE INC7.6K$1.9M0.3%
—ROYALTY PHARMA PLC30.0K$1.7M0.2%
TROWPRICE T ROWE GROUP INC14.0K$1.6M0.2%
VGSHVANGUARD SCOTTSDALE FDS25.9K$1.5M0.2%
EXMOCEXXON MOBIL CORP8.1K$1.1M0.2%
DASHDOORDASH INC6.0K$1.1M0.1%
MRKMERCK & CO INC8.2K$1.0M0.1%
COSTCOSTCO WHOLESALE CORPORATION1.0K$957,9220.1%
ORCLORACLE CORP5.8K$847,7920.1%
NVDANVIDIA CORPORATION3.9K$773,5480.1%
ABTABBOTT LABORATORIES7.9K$713,0350.1%
VRTVERTIV HOLDINGS CO2.0K$662,9440.1%
ADBEADOBE INC3.2K$656,0640.1%
SPYSTATE STR SPDR S&P 500 ETF T839$626,5410.1%
CSCOCISCO SYS INC5.1K$596,6970.1%
INTCINTEL CORP3.9K$540,3690.1%
DISDISNEY WALT CO5.3K$509,0670.1%
SCHXSCHWAB STRATEGIC TR16.8K$495,7220.1%
AXPAMERICAN EXPRESS CO1.5K$493,8450.1%
QXOQXO INC27.5K$475,1140.1%
NTRSNORTHERN TR CORP2.2K$391,1400.1%
AMDADVANCED MICRO DEVICES INC665$386,3060.1%
DELLDELL TECHNOLOGIES INC875$377,5280.1%
AVGOBROADCOM INC965$364,5690.0%
METAMETA PLATFORMS INC629$354,3100.0%
BILLBILL HOLDINGS INC9.3K$336,7220.0%
ADPAUTOMATIC DATA PROCESSING IN1.4K$313,5300.0%
ASMLASML HLDG NV150$298,4160.0%
ADIANALOG DEVICES INC735$291,9200.0%
WMTWALMART INC2.5K$287,1150.0%
TWLOTWILIO INC1.3K$271,3240.0%
VTVVANGUARD INDEX FDS1.2K$269,1440.0%
SMHVANECK ETF TRUST410$268,9150.0%
GLWCORNING INC945$241,3820.0%
PFEPFIZER INC9.5K$228,3530.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}