Filed: 10/21/2025ACC: 0001387818-25-000005
📋 What this filing means
BARTON INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $981.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$981.88M
Total AUM (reported)
8.35M
Total Shares
Allocation by class
COM$521.16M53.1%
CL A SUB VTG SHS$250.38M25.5%
CL A$62.83M6.4%
SHS$38.35M3.9%
COM CL A$32.85M3.3%
CLASS A COM$26.74M2.7%
SUB VTG SHS$19.77M2.0%
Portfolio Concentration
Top 3$653.46M66.6%
4–10$196.91M20.1%
11–25$110.58M11.3%
Rest$20.94M2.1%
Top 3 weight
66.6%
Top 10 weight
86.6%
Voting Authority Distribution
Total shares with voting rights: 8.35M
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
8.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings51
Rows:
NETFLIX INC
SOLEShares242.31K
TypeSH
Market value$290.51M
29.59%
Sole
0.00
Shared
0.00
None
242.31K
SHOPIFY INC
SOLEShares1.68M
TypeSH
Market value$250.38M
25.50%
Sole
0.00
Shared
0.00
None
1.68M
AMAZON COM INC
SOLEShares512.69K
TypeSH
Market value$112.57M
11.46%
Sole
0.00
Shared
0.00
None
512.69K
GLOBAL E ONLINE LTD
SOLEShares1.07M
TypeSH
Market value$38.35M
3.91%
Sole
0.00
Shared
0.00
None
1.07M
BLUE OWL CAPITAL INC
SOLEShares1.92M
TypeSH
Market value$32.51M
3.31%
Sole
0.00
Shared
0.00
None
1.92M
AIR LEASE CORP
SOLEShares473.22K
TypeSH
Market value$30.12M
3.07%
Sole
0.00
Shared
0.00
None
473.22K
EQUINIX INC
SOLEShares35.85K
TypeSH
Market value$28.08M
2.86%
Sole
0.00
Shared
0.00
None
35.85K
GITLAB INC
SOLEShares556.88K
TypeSH
Market value$25.10M
2.56%
Sole
0.00
Shared
0.00
None
556.88K
OKTA INC
SOLEShares250.53K
TypeSH
Market value$22.97M
2.34%
Sole
0.00
Shared
0.00
None
250.53K
GFL ENVIRONMENTAL INC
SOLEShares417.30K
TypeSH
Market value$19.77M
2.01%
Sole
0.00
Shared
0.00
None
417.30K
AMERICAN TOWER CORP NEW
SOLEShares81.08K
TypeSH
Market value$15.59M
1.59%
Sole
0.00
Shared
0.00
None
81.08K
MICROSOFT CORP
SOLEShares25.77K
TypeSH
Market value$13.35M
1.36%
Sole
0.00
Shared
0.00
None
25.77K
KLAVIYO INC
SOLEShares394.99K
TypeSH
Market value$10.94M
1.11%
Sole
0.00
Shared
0.00
None
394.99K
ELECTRONIC ARTS INC
SOLEShares50.06K
TypeSH
Market value$10.10M
1.03%
Sole
0.00
Shared
0.00
None
50.06K
BLACKLINE INC
SOLEShares161.85K
TypeSH
Market value$8.59M
0.88%
Sole
0.00
Shared
0.00
None
161.85K
PAYPAL HLDGS INC
SOLEShares124.13K
TypeSH
Market value$8.32M
0.85%
Sole
0.00
Shared
0.00
None
124.13K
QUALCOMM INC
SOLEShares47.28K
TypeSH
Market value$7.87M
0.80%
Sole
0.00
Shared
0.00
None
47.28K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.54M
0.77%
Sole
0.00
Shared
0.00
None
10.00
APPLE INC
SOLEShares28.33K
TypeSH
Market value$7.21M
0.73%
Sole
0.00
Shared
0.00
None
28.33K
BERKSHIRE HATHAWAY INC CL B
SOLEShares10.45K
TypeSH
Market value$5.25M
0.54%
Sole
0.00
Shared
0.00
None
10.45K
ALPHABET INC
SOLEShares19.32K
TypeSH
Market value$4.70M
0.48%
Sole
0.00
Shared
0.00
None
19.32K
VANGUARD INDEX FDS
SOLEShares10.75K
TypeSH
Market value$3.53M
0.36%
Sole
0.00
Shared
0.00
None
10.75K
JOHNSON & JOHNSON
SOLEShares14.94K
TypeSH
Market value$2.77M
0.28%
Sole
0.00
Shared
0.00
None
14.94K
ALPHABET INC
SOLEShares10.63K
TypeSH
Market value$2.59M
0.26%
Sole
0.00
Shared
0.00
None
10.63K
ABBVIE INC
SOLEShares9.61K
TypeSH
Market value$2.23M
0.23%
Sole
0.00
Shared
0.00
None
9.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INCSOLE | COM | 242.31K | SH | $290.51M 29.59% | 0.00 | 0.00 | 242.31K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 1.68M | SH | $250.38M 25.50% | 0.00 | 0.00 | 1.68M |
AMAZON COM INCSOLE | COM | 512.69K | SH | $112.57M 11.46% | 0.00 | 0.00 | 512.69K |
GLOBAL E ONLINE LTDSOLE | SHS | 1.07M | SH | $38.35M 3.91% | 0.00 | 0.00 | 1.07M |
BLUE OWL CAPITAL INCSOLE | COM CL A | 1.92M | SH | $32.51M 3.31% | 0.00 | 0.00 | 1.92M |
AIR LEASE CORPSOLE | CL A | 473.22K | SH | $30.12M 3.07% | 0.00 | 0.00 | 473.22K |
EQUINIX INCSOLE | COM | 35.85K | SH | $28.08M 2.86% | 0.00 | 0.00 | 35.85K |
GITLAB INCSOLE | CLASS A COM | 556.88K | SH | $25.10M 2.56% | 0.00 | 0.00 | 556.88K |
OKTA INCSOLE | CL A | 250.53K | SH | $22.97M 2.34% | 0.00 | 0.00 | 250.53K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 417.30K | SH | $19.77M 2.01% | 0.00 | 0.00 | 417.30K |
AMERICAN TOWER CORP NEWSOLE | COM | 81.08K | SH | $15.59M 1.59% | 0.00 | 0.00 | 81.08K |
MICROSOFT CORPSOLE | COM | 25.77K | SH | $13.35M 1.36% | 0.00 | 0.00 | 25.77K |
KLAVIYO INCSOLE | COM SER A | 394.99K | SH | $10.94M 1.11% | 0.00 | 0.00 | 394.99K |
ELECTRONIC ARTS INCSOLE | COM | 50.06K | SH | $10.10M 1.03% | 0.00 | 0.00 | 50.06K |
BLACKLINE INCSOLE | COM | 161.85K | SH | $8.59M 0.88% | 0.00 | 0.00 | 161.85K |
PAYPAL HLDGS INCSOLE | COM | 124.13K | SH | $8.32M 0.85% | 0.00 | 0.00 | 124.13K |
QUALCOMM INCSOLE | COM | 47.28K | SH | $7.87M 0.80% | 0.00 | 0.00 | 47.28K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.54M 0.77% | 0.00 | 0.00 | 10.00 |
APPLE INCSOLE | COM | 28.33K | SH | $7.21M 0.73% | 0.00 | 0.00 | 28.33K |
BERKSHIRE HATHAWAY INC CL BSOLE | CL B | 10.45K | SH | $5.25M 0.54% | 0.00 | 0.00 | 10.45K |
ALPHABET INCSOLE | CAP STK CL A | 19.32K | SH | $4.70M 0.48% | 0.00 | 0.00 | 19.32K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.75K | SH | $3.53M 0.36% | 0.00 | 0.00 | 10.75K |
JOHNSON & JOHNSONSOLE | COM | 14.94K | SH | $2.77M 0.28% | 0.00 | 0.00 | 14.94K |
ALPHABET INCSOLE | CAP STK CL C | 10.63K | SH | $2.59M 0.26% | 0.00 | 0.00 | 10.63K |
ABBVIE INCSOLE | COM | 9.61K | SH | $2.23M 0.23% | 0.00 | 0.00 | 9.61K |
Page 1 of 3