Barton Investment Management

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 46Value: $814.1MLatest: 2025Q1

Barton Investment Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 46 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GFL.TO",
  "TROW",
  "GLBE",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "QCOM",
  "META",
  null,
  "MSFT",
  "EQIX",
  "GTLB",
  "NTRS",
  "ORCL",
  "DASH",
  "PYPL",
  "VGSH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "MRK",
  "SHOP",
  "AMT",
  "CI",
  "EA",
  "AMZN",
  "AL",
  "VTV",
  "WMT",
  "OKTA",
  "ADP",
  "BRK-A",
  "BILL",
  "BL",
  "OWL",
  "CSCO",
  "COST",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 46
Total Value: 814075011
Accession Number: 0001387818-25-000002
Form Type: 13F-HR
CIK: barton-investment-management
Manager Name: Barton-Investment-Management

Data Enrichment

98% identified

45 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $814.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NETFLIX INC

NFLX|64110L106

Shares:249.5K

Value:$232.7M

% of Portfolio:28.6% ($232.7M/$814.1M)

SHOPIFY INC.

SHOP|82509L107

Shares:1.7M

Value:$165.0M

% of Portfolio:20.3% ($165.0M/$814.1M)

AMAZON COM INC

AMZN|023135106

Shares:519.9K

Value:$98.9M

% of Portfolio:12.2% ($98.9M/$814.1M)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:1.9M

Value:$38.2M

% of Portfolio:4.7% ($38.2M/$814.1M)

Global-E Online Ltd.

GLBE|M5216V106

Shares:1.0M

Value:$37.0M

% of Portfolio:4.5% ($37.0M/$814.1M)

AIR LEASE CORP

AL|00912X302

Shares:668.4K

Value:$32.3M

% of Portfolio:4.0% ($32.3M/$814.1M)

EQUINIX INC

EQIX|29444U700

Shares:37.6K

Value:$30.7M

% of Portfolio:3.8% ($30.7M/$814.1M)

Okta, Inc.

OKTA|679295105

Shares:258.6K

Value:$27.2M

% of Portfolio:3.3% ($27.2M/$814.1M)

Gitlab Inc.

GTLB|37637K108

Shares:439.3K

Value:$20.6M

% of Portfolio:2.5% ($20.6M/$814.1M)

GFL Environmental Inc.

GFL.TO|36168Q104

Shares:417.9K

Value:$20.2M

% of Portfolio:2.5% ($20.2M/$814.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:85.5K

Value:$18.6M

% of Portfolio:2.3% ($18.6M/$814.1M)

BLACKLINE, INC.

BL|09239B109

Shares:223.0K

Value:$10.8M

% of Portfolio:1.3% ($10.8M/$814.1M)

MICROSOFT CORP

MSFT|594918104

Shares:25.8K

Value:$9.7M

% of Portfolio:1.2% ($9.7M/$814.1M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:132.8K

Value:$8.7M

% of Portfolio:1.1% ($8.7M/$814.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:10

Value:$8.0M

% of Portfolio:1.0% ($8.0M/$814.1M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:54.0K

Value:$7.8M

% of Portfolio:1.0% ($7.8M/$814.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:48.7K

Value:$7.5M

% of Portfolio:0.9% ($7.5M/$814.1M)

Apple Inc.

AAPL|037833100

Shares:29.2K

Value:$6.5M

% of Portfolio:0.8% ($6.5M/$814.1M)

084670207

Shares:10.4K

Value:$5.6M

% of Portfolio:0.7% ($5.6M/$814.1M)

922908769

VTI|922908769

Shares:11.7K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$814.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	249.5K	QoQ -16.99% (-51.1K) YoY -27.90% (-96.6K)	All Managers (Combined)	$232.7M	28.6% ($232.7M/$814.1M)	QoQ -13.15% (-$35.2M) YoY +10.69% (-$22.5M)
SHOPIFY INC.(SHOPcusip82509L107)	1.7M	QoQ -7.72% (-144.6K) YoY -15.35% (-313.6K)	All Managers (Combined)	$165.0M	20.3% ($165.0M/$814.1M)	QoQ -17.13% (-$34.1M) YoY +4.72% (-$7.4M)
AMAZON COM INC(AMZNcusip023135106)	519.9K	QoQ -13.18% (-78.9K) YoY -23.96% (-163.9K)	All Managers (Combined)	$98.9M	12.2% ($98.9M/$814.1M)	QoQ -24.70% (-$32.5M) YoY -19.80% (-$24.4M)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	1.9M	QoQ +4.18% (-76.6K) YoY +5.88% (+106.0K)	All Managers (Combined)	$38.2M	4.7% ($38.2M/$814.1M)	QoQ -10.23% (-$4.4M) YoY +12.51% (+$4.2M)
Global-E Online Ltd.(GLBEcusipM5216V106)	1.0M	QoQ +3.39% (-34.1K) YoY +8.01% (+76.9K)	All Managers (Combined)	$37.0M	4.5% ($37.0M/$814.1M)	QoQ -32.40% (-$17.7M) YoY +5.93% (+$2.1M)
AIR LEASE CORP(ALcusip00912X302)	668.4K	QoQ -1.28% (-8.7K) YoY -9.84% (-73.0K)	All Managers (Combined)	$32.3M	4.0% ($32.3M/$814.1M)	QoQ -1.08% (-$352.8K) YoY -15.32% (-$5.8M)
EQUINIX INC(EQIXcusip29444U700)	37.6K	QoQ -1.54% (-590) YoY -2.12% (-816)	All Managers (Combined)	$30.7M	3.8% ($30.7M/$814.1M)	QoQ -14.86% (-$5.4M) YoY -3.30% (-$1.0M)
Okta, Inc.(OKTAcusip679295105)	258.6K	QoQ -0.80% (-2.1K) YoY -15.51% (-47.5K)	All Managers (Combined)	$27.2M	3.3% ($27.2M/$814.1M)	QoQ +32.45% (-$6.7M) YoY -15.03% (-$4.8M)
Gitlab Inc.(GTLBcusip37637K108)	439.3K	QoQ +30.86% (+103.6K) YoY NEW(+439.3K)	All Managers (Combined)	$20.6M	2.5% ($20.6M/$814.1M)	QoQ +9.15% (+$1.7M) YoY NEW(+$20.6M)
GFL Environmental Inc.(GFL.TOcusip36168Q104)	417.9K	QoQ +0.79% (+3.3K) YoY +2.50% (+10.2K)	All Managers (Combined)	$20.2M	2.5% ($20.2M/$814.1M)	QoQ +9.32% (+$1.7M) YoY +43.53% (+$6.1M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	85.5K	QoQ -1.82% (-1.6K) YoY -18.00% (-18.8K)	All Managers (Combined)	$18.6M	2.3% ($18.6M/$814.1M)	QoQ +16.47% (-$2.6M) YoY -9.69% (-$2.0M)
BLACKLINE, INC.(BLcusip09239B109)	223.0K	QoQ -18.34% (-50.1K) YoY -61.10% (-350.3K)	All Managers (Combined)	$10.8M	1.3% ($10.8M/$814.1M)	QoQ -34.92% (-$5.8M) YoY -70.83% (-$26.2M)
MICROSOFT CORP(MSFTcusip594918104)	25.8K	QoQ -1.60% (-420) YoY -1.60% (-420)	All Managers (Combined)	$9.7M	1.2% ($9.7M/$814.1M)	QoQ -12.36% (-$1.4M) YoY -12.20% (-$1.3M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	132.8K	QoQ -6.88% (-9.8K) YoY -43.85% (-103.8K)	All Managers (Combined)	$8.7M	1.1% ($8.7M/$814.1M)	QoQ -28.81% (-$3.5M) YoY -45.31% (-$7.2M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	10	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.0M	1.0% ($8.0M/$814.1M)	QoQ +17.25% (+$1.2M) YoY +25.84% (+$1.6M)
ELECTRONIC ARTS INC.(EAcusip285512109)	54.0K	QoQ -7.37% (-4.3K) YoY -24.85% (-17.9K)	All Managers (Combined)	$7.8M	1.0% ($7.8M/$814.1M)	QoQ -8.49% (-$724.4K) YoY -18.14% (-$1.7M)
QUALCOMM INC/DE(QCOMcusip747525103)	48.7K	QoQ -1.25% (-621) YoY -2.86% (-1.4K)	All Managers (Combined)	$7.5M	0.9% ($7.5M/$814.1M)	QoQ -1.26% (-$96.0K) YoY -11.87% (-$1.0M)
Apple Inc.(AAPLcusip037833100)	29.2K	QoQ 0.00% (-0) YoY -11.65% (-3.9K)	All Managers (Combined)	$6.5M	0.8% ($6.5M/$814.1M)	QoQ -11.29% (-$825.9K) YoY +14.44% (-$818.5K)
(cusip084670207)✕	10.4K	QoQ 0.00% (+0) YoY -2.70% (-290)	All Managers (Combined)	$5.6M	0.7% ($5.6M/$814.1M)	QoQ +17.49% (+$828.7K) YoY +23.22% (-$1.0M)
(VTIcusip922908769)	11.7K	QoQ -2.49% (-300) YoY -7.71% (-979)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$814.1M)	QoQ -7.53% (-$262.3K) YoY -2.40% (-$79.4K)