Filed: 1/21/2026ACC: 0001387818-26-000001
📋 What this filing means
BARTON INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $928.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$928.11M
Total AUM (reported)
10.66M
Total Shares
Allocation by class
COM$451.22M48.6%
CL A SUB VTG SHS$264.06M28.5%
CL A$57.22M6.2%
SHS$42.43M4.6%
COM CL A$29.49M3.2%
CLASS A COM$22.79M2.5%
COM SER A$21.76M2.3%
Portfolio Concentration
Top 3$603.15M65.0%
4–10$188.89M20.4%
11–25$115.55M12.5%
Rest$20.52M2.2%
Top 3 weight
65.0%
Top 10 weight
85.3%
Voting Authority Distribution
Total shares with voting rights: 10.66M
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
10.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
SHOPIFY INC
SOLEShares1.64M
TypeSH
Market value$264.06M
28.45%
Sole
0.00
Shared
0.00
None
1.64M
NETFLIX INC
SOLEShares2.37M
TypeSH
Market value$222.37M
23.96%
Sole
0.00
Shared
0.00
None
2.37M
AMAZON COM INC
SOLEShares505.68K
TypeSH
Market value$116.72M
12.58%
Sole
0.00
Shared
0.00
None
505.68K
GLOBAL E ONLINE LTD
SOLEShares1.08M
TypeSH
Market value$42.43M
4.57%
Sole
0.00
Shared
0.00
None
1.08M
BLUE OWL CAPITAL INC
SOLEShares1.95M
TypeSH
Market value$29.14M
3.14%
Sole
0.00
Shared
0.00
None
1.95M
EQUINIX INC
SOLEShares35.26K
TypeSH
Market value$27.01M
2.91%
Sole
0.00
Shared
0.00
None
35.26K
AIR LEASE CORP
SOLEShares403.25K
TypeSH
Market value$25.90M
2.79%
Sole
0.00
Shared
0.00
None
403.25K
KLAVIYO INC
SOLEShares670.04K
TypeSH
Market value$21.76M
2.34%
Sole
0.00
Shared
0.00
None
670.04K
OKTA INC
SOLEShares250.89K
TypeSH
Market value$21.69M
2.34%
Sole
0.00
Shared
0.00
None
250.89K
GITLAB INC
SOLEShares558.60K
TypeSH
Market value$20.96M
2.26%
Sole
0.00
Shared
0.00
None
558.60K
GFL ENVIRONMENTAL INC
SOLEShares420.15K
TypeSH
Market value$18.05M
1.94%
Sole
0.00
Shared
0.00
None
420.15K
AMERICAN TOWER CORP NEW
SOLEShares79.21K
TypeSH
Market value$13.91M
1.50%
Sole
0.00
Shared
0.00
None
79.21K
MICROSOFT CORP
SOLEShares24.46K
TypeSH
Market value$11.83M
1.27%
Sole
0.00
Shared
0.00
None
24.46K
ELECTRONIC ARTS INC
SOLEShares49.06K
TypeSH
Market value$10.03M
1.08%
Sole
0.00
Shared
0.00
None
49.06K
BLACKLINE INC
SOLEShares160.20K
TypeSH
Market value$8.86M
0.95%
Sole
0.00
Shared
0.00
None
160.20K
QUALCOMM INC
SOLEShares47.08K
TypeSH
Market value$8.05M
0.87%
Sole
0.00
Shared
0.00
None
47.08K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.55M
0.81%
Sole
0.00
Shared
0.00
None
10.00
APPLE INC
SOLEShares25.40K
TypeSH
Market value$6.91M
0.74%
Sole
0.00
Shared
0.00
None
25.40K
PAYPAL HLDGS INC
SOLEShares117.17K
TypeSH
Market value$6.84M
0.74%
Sole
0.00
Shared
0.00
None
117.17K
ALPHABET INC
SOLEShares19.41K
TypeSH
Market value$6.08M
0.65%
Sole
0.00
Shared
0.00
None
19.41K
BERKSHIRE HATHAWAY INC Cl B
SOLEShares10.46K
TypeSH
Market value$5.26M
0.57%
Sole
0.00
Shared
0.00
None
10.46K
VANGUARD INDEX FDS
SOLEShares10.75K
TypeSH
Market value$3.60M
0.39%
Sole
0.00
Shared
0.00
None
10.75K
ALPHABET INC
SOLEShares10.63K
TypeSH
Market value$3.34M
0.36%
Sole
0.00
Shared
0.00
None
10.63K
JOHNSON & JOHNSON
SOLEShares14.82K
TypeSH
Market value$3.07M
0.33%
Sole
0.00
Shared
0.00
None
14.82K
ABBVIE INC
SOLEShares9.61K
TypeSH
Market value$2.20M
0.24%
Sole
0.00
Shared
0.00
None
9.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SHOPIFY INCSOLE | CL A SUB VTG SHS | 1.64M | SH | $264.06M 28.45% | 0.00 | 0.00 | 1.64M |
NETFLIX INCSOLE | COM | 2.37M | SH | $222.37M 23.96% | 0.00 | 0.00 | 2.37M |
AMAZON COM INCSOLE | COM | 505.68K | SH | $116.72M 12.58% | 0.00 | 0.00 | 505.68K |
GLOBAL E ONLINE LTDSOLE | SHS | 1.08M | SH | $42.43M 4.57% | 0.00 | 0.00 | 1.08M |
BLUE OWL CAPITAL INCSOLE | COM CL A | 1.95M | SH | $29.14M 3.14% | 0.00 | 0.00 | 1.95M |
EQUINIX INCSOLE | COM | 35.26K | SH | $27.01M 2.91% | 0.00 | 0.00 | 35.26K |
AIR LEASE CORPSOLE | CL A | 403.25K | SH | $25.90M 2.79% | 0.00 | 0.00 | 403.25K |
KLAVIYO INCSOLE | COM SER A | 670.04K | SH | $21.76M 2.34% | 0.00 | 0.00 | 670.04K |
OKTA INCSOLE | CL A | 250.89K | SH | $21.69M 2.34% | 0.00 | 0.00 | 250.89K |
GITLAB INCSOLE | CLASS A COM | 558.60K | SH | $20.96M 2.26% | 0.00 | 0.00 | 558.60K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 420.15K | SH | $18.05M 1.94% | 0.00 | 0.00 | 420.15K |
AMERICAN TOWER CORP NEWSOLE | COM | 79.21K | SH | $13.91M 1.50% | 0.00 | 0.00 | 79.21K |
MICROSOFT CORPSOLE | COM | 24.46K | SH | $11.83M 1.27% | 0.00 | 0.00 | 24.46K |
ELECTRONIC ARTS INCSOLE | COM | 49.06K | SH | $10.03M 1.08% | 0.00 | 0.00 | 49.06K |
BLACKLINE INCSOLE | COM | 160.20K | SH | $8.86M 0.95% | 0.00 | 0.00 | 160.20K |
QUALCOMM INCSOLE | COM | 47.08K | SH | $8.05M 0.87% | 0.00 | 0.00 | 47.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.55M 0.81% | 0.00 | 0.00 | 10.00 |
APPLE INCSOLE | COM | 25.40K | SH | $6.91M 0.74% | 0.00 | 0.00 | 25.40K |
PAYPAL HLDGS INCSOLE | COM | 117.17K | SH | $6.84M 0.74% | 0.00 | 0.00 | 117.17K |
ALPHABET INCSOLE | CAP STK CL A | 19.41K | SH | $6.08M 0.65% | 0.00 | 0.00 | 19.41K |
BERKSHIRE HATHAWAY INC Cl BSOLE | Cl B | 10.46K | SH | $5.26M 0.57% | 0.00 | 0.00 | 10.46K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.75K | SH | $3.60M 0.39% | 0.00 | 0.00 | 10.75K |
ALPHABET INCSOLE | CAP STK CL C | 10.63K | SH | $3.34M 0.36% | 0.00 | 0.00 | 10.63K |
JOHNSON & JOHNSONSOLE | COM | 14.82K | SH | $3.07M 0.33% | 0.00 | 0.00 | 14.82K |
ABBVIE INCSOLE | COM | 9.61K | SH | $2.20M 0.24% | 0.00 | 0.00 | 9.61K |
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