Filed: 7/21/2025ACC: 0001387818-25-000004
📋 What this filing means
BARTON INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $965.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$965.13M
Total AUM (reported)
8.10M
Total Shares
Allocation by class
COM$566.84M58.7%
CL A SUB VTG SHS$198.21M20.5%
CL A$69.33M7.2%
COM CL A$36.92M3.8%
SHS$36.20M3.8%
CLASS A COM$25.45M2.6%
SUB VTG SHS$21.18M2.2%
Portfolio Concentration
Top 3$640.39M66.4%
4–10$209.42M21.7%
11–25$98.85M10.2%
Rest$16.47M1.7%
Top 3 weight
66.4%
Top 10 weight
88.1%
Voting Authority Distribution
Total shares with voting rights: 8.10M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
NETFLIX INC
SOLEShares245.59K
TypeSH
Market value$328.87M
34.08%
Sole
0.00
Shared
0.00
None
245.59K
SHOPIFY INC
SOLEShares1.72M
TypeSH
Market value$198.21M
20.54%
Sole
0.00
Shared
0.00
None
1.72M
AMAZON COM INC
SOLEShares516.45K
TypeSH
Market value$113.30M
11.74%
Sole
0.00
Shared
0.00
None
516.45K
BLUE OWL CAPITAL INC
SOLEShares1.91M
TypeSH
Market value$36.63M
3.80%
Sole
0.00
Shared
0.00
None
1.91M
GLOBAL E ONLINE LTD
SOLEShares1.08M
TypeSH
Market value$36.20M
3.75%
Sole
0.00
Shared
0.00
None
1.08M
AIR LEASE CORP
SOLEShares595.02K
TypeSH
Market value$34.80M
3.61%
Sole
0.00
Shared
0.00
None
595.02K
EQUINIX INC
SOLEShares37.66K
TypeSH
Market value$29.96M
3.10%
Sole
0.00
Shared
0.00
None
37.66K
GITLAB INC
SOLEShares564.18K
TypeSH
Market value$25.45M
2.64%
Sole
0.00
Shared
0.00
None
564.18K
OKTA INC
SOLEShares252.06K
TypeSH
Market value$25.20M
2.61%
Sole
0.00
Shared
0.00
None
252.06K
GFL ENVIRONMENTAL INC
SOLEShares419.68K
TypeSH
Market value$21.18M
2.19%
Sole
0.00
Shared
0.00
None
419.68K
AMERICAN TOWER CORP NEW
SOLEShares82.63K
TypeSH
Market value$18.26M
1.89%
Sole
0.00
Shared
0.00
None
82.63K
MICROSOFT CORP
SOLEShares25.77K
TypeSH
Market value$12.82M
1.33%
Sole
0.00
Shared
0.00
None
25.77K
BLACKLINE INC
SOLEShares174.01K
TypeSH
Market value$9.85M
1.02%
Sole
0.00
Shared
0.00
None
174.01K
PAYPAL HLDGS INC
SOLEShares131.26K
TypeSH
Market value$9.76M
1.01%
Sole
0.00
Shared
0.00
None
131.26K
ELECTRONIC ARTS INC
SOLEShares50.18K
TypeSH
Market value$8.01M
0.83%
Sole
0.00
Shared
0.00
None
50.18K
QUALCOMM INC
SOLEShares47.39K
TypeSH
Market value$7.55M
0.78%
Sole
0.00
Shared
0.00
None
47.39K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.29M
0.76%
Sole
0.00
Shared
0.00
None
10.00
APPLE INC
SOLEShares28.78K
TypeSH
Market value$5.91M
0.61%
Sole
0.00
Shared
0.00
None
28.78K
BERKSHIRE HATHAWAY Cl B
SOLEShares10.45K
TypeSH
Market value$5.08M
0.53%
Sole
0.00
Shared
0.00
None
10.45K
ALPHABET INC
SOLEShares19.32K
TypeSH
Market value$3.40M
0.35%
Sole
0.00
Shared
0.00
None
19.32K
VANGUARD INDEX FDS
SOLEShares11.05K
TypeSH
Market value$3.36M
0.35%
Sole
0.00
Shared
0.00
None
11.05K
JOHNSON & JOHNSON
SOLEShares14.94K
TypeSH
Market value$2.28M
0.24%
Sole
0.00
Shared
0.00
None
14.94K
ALPHABET INC
SOLEShares10.63K
TypeSH
Market value$1.89M
0.20%
Sole
0.00
Shared
0.00
None
10.63K
ABBVIE INC
SOLEShares9.61K
TypeSH
Market value$1.78M
0.18%
Sole
0.00
Shared
0.00
None
9.61K
VANGUARD SCOTTSDALE FDS
SOLEShares27.39K
TypeSH
Market value$1.61M
0.17%
Sole
0.00
Shared
0.00
None
27.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INCSOLE | COM | 245.59K | SH | $328.87M 34.08% | 0.00 | 0.00 | 245.59K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 1.72M | SH | $198.21M 20.54% | 0.00 | 0.00 | 1.72M |
AMAZON COM INCSOLE | COM | 516.45K | SH | $113.30M 11.74% | 0.00 | 0.00 | 516.45K |
BLUE OWL CAPITAL INCSOLE | COM CL A | 1.91M | SH | $36.63M 3.80% | 0.00 | 0.00 | 1.91M |
GLOBAL E ONLINE LTDSOLE | SHS | 1.08M | SH | $36.20M 3.75% | 0.00 | 0.00 | 1.08M |
AIR LEASE CORPSOLE | CL A | 595.02K | SH | $34.80M 3.61% | 0.00 | 0.00 | 595.02K |
EQUINIX INCSOLE | COM | 37.66K | SH | $29.96M 3.10% | 0.00 | 0.00 | 37.66K |
GITLAB INCSOLE | CLASS A COM | 564.18K | SH | $25.45M 2.64% | 0.00 | 0.00 | 564.18K |
OKTA INCSOLE | CL A | 252.06K | SH | $25.20M 2.61% | 0.00 | 0.00 | 252.06K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 419.68K | SH | $21.18M 2.19% | 0.00 | 0.00 | 419.68K |
AMERICAN TOWER CORP NEWSOLE | COM | 82.63K | SH | $18.26M 1.89% | 0.00 | 0.00 | 82.63K |
MICROSOFT CORPSOLE | COM | 25.77K | SH | $12.82M 1.33% | 0.00 | 0.00 | 25.77K |
BLACKLINE INCSOLE | COM | 174.01K | SH | $9.85M 1.02% | 0.00 | 0.00 | 174.01K |
PAYPAL HLDGS INCSOLE | COM | 131.26K | SH | $9.76M 1.01% | 0.00 | 0.00 | 131.26K |
ELECTRONIC ARTS INCSOLE | COM | 50.18K | SH | $8.01M 0.83% | 0.00 | 0.00 | 50.18K |
QUALCOMM INCSOLE | COM | 47.39K | SH | $7.55M 0.78% | 0.00 | 0.00 | 47.39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.29M 0.76% | 0.00 | 0.00 | 10.00 |
APPLE INCSOLE | COM | 28.78K | SH | $5.91M 0.61% | 0.00 | 0.00 | 28.78K |
BERKSHIRE HATHAWAY Cl BSOLE | COM | 10.45K | SH | $5.08M 0.53% | 0.00 | 0.00 | 10.45K |
ALPHABET INCSOLE | CAP STK CL A | 19.32K | SH | $3.40M 0.35% | 0.00 | 0.00 | 19.32K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.05K | SH | $3.36M 0.35% | 0.00 | 0.00 | 11.05K |
JOHNSON & JOHNSONSOLE | COM | 14.94K | SH | $2.28M 0.24% | 0.00 | 0.00 | 14.94K |
ALPHABET INCSOLE | CAP STK CL C | 10.63K | SH | $1.89M 0.20% | 0.00 | 0.00 | 10.63K |
ABBVIE INCSOLE | COM | 9.61K | SH | $1.78M 0.18% | 0.00 | 0.00 | 9.61K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 27.39K | SH | $1.61M 0.17% | 0.00 | 0.00 | 27.39K |
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