Barton Investment Management

Q1 2025 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    46

  • Value ($000)

    $814,075

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0001387818
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NFLX
NFLX

NETFLIX INC

COM
64110L106
$232.70M
29 %

249,532

SHOP
SHOP

SHOPIFY INC

CL A
82509L107
$165.03M
20 %

1,728,376

AMZN
AMZN

AMAZON COM INC

COM
023135106
$98.92M
12 %

519,897

OWL
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$38.21M
5 %

1,906,794

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$36.96M
5 %

1,036,767

AL
AL

AIR LEASE CORP

CL A
00912X302
$32.29M
4 %

668,418

EQIX
EQIX

EQUINIX INC

COM
29444U700
$30.68M
4 %

37,628

OKTA
OKTA

OKTA INC

CL A
679295105
$27.21M
3 %

258,648

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$20.64M
3 %

439,253

GFL
GFL

GFL ENVIRONMENTAL INC

SUB VTG SHS
36168Q104
$20.19M
3 %

417,878

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