Barton Investment Management

Q3 2025 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    51

  • Value ($000)

    $981,883

  • Date Filed
    10/21/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NFLX

NETFLIX INC

COM
64110L106
$290.51M
30 %

242,311

S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$250.38M
26 %

1,684,789

A
AMZN

AMAZON COM INC

COM
023135106
$112.57M
12 %

512,687

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$38.35M
4 %

1,072,342

O
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$32.51M
3 %

1,920,184

A
AL

AIR LEASE CORP

CL A
00912X302
$30.12M
3 %

473,217

E
EQIX

EQUINIX INC

COM
29444U700
$28.08M
3 %

35,853

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$25.10M
3 %

556,878

O
OKTA

OKTA INC

CL A
679295105
$22.97M
2 %

250,525

G
GFL

GFL ENVIRONMENTAL INC

SUB VTG SHS
36168Q104
$19.77M
2 %

417,298

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