Universe · entity
Barton Investment Management
Institutional manager (13F) · CIK 1387818
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $796M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NETFLIX INC. | $225M | 2,342,962 |
| 2 | SHOPIFY INC | $190M | 1,602,959 |
| 3 | AMAZON COM INC | $104M | 497,238 |
| 4 | GLOBAL E ONLINE LTD | $34M | 1,088,214 |
| 5 | EQUINIX INC | $32M | 32,840 |
| 6 | AIR LEASE CORP | $22M | 340,033 |
| 7 | KLAVIYO INC | $20M | 1,050,052 |
| 8 | BLUE OWL CAPITAL INC | $19M | 2,040,731 |
| 9 | OKTA INC | $18M | 226,576 |
| 10 | GFL ENVIRONMENTAL INC | $18M | 419,475 |
| 11 | AMERICAN TOWER CORP | $14M | 78,433 |
| 12 | GITLAB INC | $12M | 554,943 |
| 13 | MICROSOFT CORP | $9M | 24,416 |
| 14 | ELECTRONIC ARTS INC | $9M | 43,695 |
| 15 | BERKSHIRE HATHAWAY INC DEL | $7M | 10 |
| 16 | APPLE INC | $6M | 24,862 |
| 17 | BLACKLINE INC | $6M | 158,644 |
| 18 | ALPHABET INC | $6M | 19,245 |
| 19 | BERKSHIRE HATHAWAY CL B | $5M | 10,255 |
| 20 | PAYPAL HLDGS INC | $5M | 106,654 |
| 21 | QUALCOMM INC | $5M | 36,800 |
| 22 | JOHNSON & JOHNSON | $3M | 14,202 |
| 23 | VANGUARD INDEX FDS | $3M | 10,617 |
| 24 | ALPHABET INC | $3M | 10,635 |
| 25 | INVESCO EXCH TRADED FD TR II | $2M | 20,430 |
| 26 | SYMBOTIC INC | $2M | 36,813 |
| 27 | ABBVIE INC | $2M | 7,578 |
| 28 | VANGUARD SCOTTSDALE FDS | $2M | 25,934 |
| 29 | PRICE T ROWE GROUP INC | $1M | 16,440 |
| 30 | EXXON MOBIL CORP | $1M | 8,240 |
| 31 | COSTCO WHOLESALE CORPORATION | $1M | 1,024 |
| 32 | MERCK & CO INC | $981k | 8,158 |
| 33 | ROYALTY PHARMA PLC | $905k | 18,875 |
| 34 | DOORDASH INC | $901k | 6,000 |
| 35 | ORACLE CORP | $851k | 5,785 |
| 36 | ABBOTT LABORATORIES | $807k | 7,858 |
| 37 | ADOBE INC | $778k | 3,200 |
| 38 | NVIDIA CORPORATION | $639k | 3,666 |
| 39 | DISNEY WALT CO | $606k | 6,289 |
| 40 | STATE STR SPDR S&P 500 ETF T | $546k | 839 |
| 41 | BILL HOLDINGS INC | $543k | 14,182 |
| 42 | VERTIV HOLDINGS CO | $522k | 2,085 |
| 43 | AMERICAN EXPRESS CO | $461k | 1,525 |
| 44 | QXO INC | $433k | 22,305 |
| 45 | SCHWAB STRATEGIC TR | $431k | 16,800 |
| 46 | CISCO SYS INC | $394k | 5,080 |
| 47 | META PLATFORMS INC | $360k | 629 |
| 48 | WALMART INC | $315k | 2,535 |
| 49 | NORTHERN TR CORP | $314k | 2,250 |
| 50 | BROADCOM INC | $308k | 995 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.