Barton Investment Management

Q2 2025 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    48

  • Value ($000)

    $965,133

  • Date Filed
    07/21/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NFLX
NFLX

NETFLIX INC

COM
64110L106
$328.87M
34 %

245,588

SHOP
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$198.21M
21 %

1,718,366

AMZN
AMZN

AMAZON COM INC

COM
023135106
$113.30M
12 %

516,445

OWL
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$36.63M
4 %

1,906,744

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$36.20M
4 %

1,079,377

AL
AL

AIR LEASE CORP

CL A
00912X302
$34.80M
4 %

595,023

EQIX
EQIX

EQUINIX INC

COM
29444U700
$29.96M
3 %

37,662

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$25.45M
3 %

564,183

OKTA
OKTA

OKTA INC

CL A
679295105
$25.20M
3 %

252,062

GFL
GFL

GFL ENVIRONMENTAL INC

SUB VTG SHS
36168Q104
$21.18M
2 %

419,678

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