Barton Investment Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$797.3M
Q ending 2026-03-31
Prior quarter
$928.1M
Q ending 2025-12-31
Change
-14.1% QoQ · -2.1% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Netflix Inc. | NFLX | Shares | $225.3M | 2.3M |
| Shopify Inc | SHOP | Shares | $190.1M | 1.6M |
| Amazon Com Inc | AMZN | Shares | $103.6M | 497K |
| Global E Online Ltd | Shares | $33.6M | 1.1M | |
| Equinix Inc | EQIX | Shares | $32.2M | 33K |
| Air Lease Corp | AVLA | Shares | $22.1M | 340K |
| Klaviyo Inc | KVYO | Shares | $20.4M | 1.1M |
| Blue Owl Capital Inc | OWL | Shares | $18.6M | 2.0M |
| Okta Inc | OKTA | Shares | $17.8M | 227K |
| Gfl Environmental Inc | GFL | Shares | $17.5M | 419K |
| American Tower Corp | AMT | Shares | $13.5M | 78K |
| Gitlab Inc | GTLB | Shares | $12.0M | 555K |
| Microsoft Corp | MSFT | Shares | $9.0M | 24K |
| Electronic Arts Inc | EA | Shares | $8.9M | 44K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $7.2M | 10 |
| Apple Inc | AAPL | Shares | $6.3M | 25K |
| Blackline Inc | BL | Shares | $5.9M | 159K |
| Alphabet Inc | GOOGL | Shares | $5.5M | 19K |
| Berkshire Hathaway Cl B | Shares | $4.9M | 10K | |
| Paypal Hldgs Inc | PYPL | Shares | $4.8M | 107K |
| Qualcomm Inc | QCOM | Shares | $4.7M | 37K |
| Johnson & Johnson | JNJ | Shares | $3.5M | 14K |
| Vanguard Index Fds | VTI | Shares | $3.4M | 11K |
| Alphabet Inc | GOOG | Shares | $3.1M | 11K |
| Invesco Exch Traded Fd Tr Ii | TBLL | Shares | $2.2M | 20K |
| Symbotic Inc | SYM | Shares | $2.0M | 37K |
| Abbvie Inc | ABBV | Shares | $1.6M | 8K |
| Vanguard Scottsdale Fds | VGSH | Shares | $1.5M | 26K |
| Price T Rowe Group Inc | TROW | Shares | $1.5M | 16K |
| Exxon Mobil Corp | XOM | Shares | $1.4M | 8K |
| Costco Wholesale Corporation | COST | Shares | $1.0M | 1K |
| Merck & Co Inc | MRK | Shares | $981K | 8K |
| Royalty Pharma Plc | Shares | $905K | 19K | |
| Doordash Inc | DASH | Shares | $901K | 6K |
| Oracle Corp | ORCL | Shares | $851K | 6K |
| Abbott Laboratories | ABT | Shares | $807K | 8K |
| Adobe Inc | ADBE | Shares | $778K | 3K |
| Nvidia Corporation | NVDA | Shares | $639K | 4K |
| Disney Walt Co | DIS | Shares | $606K | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $546K | 839 |
| Bill Holdings Inc | BILL | Shares | $543K | 14K |
| Vertiv Holdings Co | VRT | Shares | $522K | 2K |
| American Express Co | AXP | Shares | $461K | 2K |
| Qxo Inc | QXO | Shares | $433K | 22K |
| Schwab Strategic Tr | SCHX | Shares | $431K | 17K |
| Cisco Sys Inc | CSCO | Shares | $394K | 5K |
| Meta Platforms Inc | META | Shares | $360K | 629 |
| Walmart Inc | WMT | Shares | $315K | 3K |
| Northern Tr Corp | NTRS | Shares | $314K | 2K |
| Broadcom Inc | AVGO | Shares | $308K | 995 |
| Automatic Data Processing In | ADP | Shares | $284K | 1K |
| Pfizer Inc | PFE | Shares | $273K | 10K |
| Vanguard Index Fds | VTV | Shares | $242K | 1K |
| Analog Devices Inc | ADI | Shares | $234K | 735 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.