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Barton Investment Management

Q1 2026 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    54

  • Value ($000)

    $797,326

  • Date Filed
    04/20/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NFLX

NETFLIX INC.

COM
64110L106
$225.28M
28 %

2,342,962

S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$190.14M
24 %

1,602,959

A
AMZN

AMAZON COM INC

COM
023135106
$103.56M
13 %

497,238

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$33.57M
4 %

1,088,214

E
EQIX

EQUINIX INC

COM
29444U700
$32.19M
4 %

32,840

A
AL

AIR LEASE CORP

CL A
00912X302
$22.08M
3 %

340,033

K
KVYO

KLAVIYO INC

COM SER A
49845K101
$20.43M
3 %

1,050,052

O
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$18.63M
2 %

2,040,731

O
OKTA

OKTA INC

CL A
679295105
$17.83M
2 %

226,576

G
GFL

GFL ENVIRONMENTAL INC

SUB VTG SHS
36168Q104
$17.5M
2 %

419,475

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