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Barton Investment Management

Q2 2026 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    60

  • Value ($000)

    $738,188

  • Date Filed
    07/20/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$180.47M
24 %

1,580,601

N
NFLX

NETFLIX INC.

COM
64110L106
$163.05M
22 %

2,283,655

A
AMZN

AMAZON COM INC

COM
023135106
$116.03M
16 %

486,832

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$37.83M
5 %

1,089,334

E
EQIX

EQUINIX INC

COM
29444U700
$33.25M
5 %

31,901

O
OKTA

OKTA INC

CL A
679295105
$29.24M
4 %

214,259

K
KVYO

KLAVIYO INC

COM SER A
49845K101
$18.97M
3 %

1,256,608

O
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$18.43M
3 %

2,106,253

G
GFL

GFL ENVIRONMENTAL INC

SUB VTG SHS
36168Q104
$15.29M
2 %

415,541

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$14.67M
2 %

480,456

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