Filed: 4/20/2026ACC: 0001387818-26-000002
📋 What this filing means
BARTON INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $797.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$797.33M
Total AUM (reported)
10.99M
Total Shares
Allocation by class
COM$431.06M54.1%
CL A SUB VTG SHS$190.14M23.8%
CL A$48.36M6.1%
SHS$33.57M4.2%
COM SER A$20.43M2.6%
COM CL A$19.15M2.4%
SUB VTG SHS$17.50M2.2%
Portfolio Concentration
Top 3$518.98M65.1%
4–10$162.24M20.3%
11–25$94.95M11.9%
Rest$21.15M2.7%
Top 3 weight
65.1%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 10.99M
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
10.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings54
Rows:
NETFLIX INC.
SOLEShares2.34M
TypeSH
Market value$225.28M
28.25%
Sole
0.00
Shared
0.00
None
2.34M
SHOPIFY INC
SOLEShares1.60M
TypeSH
Market value$190.14M
23.85%
Sole
0.00
Shared
0.00
None
1.60M
AMAZON COM INC
SOLEShares497.24K
TypeSH
Market value$103.56M
12.99%
Sole
0.00
Shared
0.00
None
497.24K
GLOBAL E ONLINE LTD
SOLEShares1.09M
TypeSH
Market value$33.57M
4.21%
Sole
0.00
Shared
0.00
None
1.09M
EQUINIX INC
SOLEShares32.84K
TypeSH
Market value$32.19M
4.04%
Sole
0.00
Shared
0.00
None
32.84K
AIR LEASE CORP
SOLEShares340.03K
TypeSH
Market value$22.08M
2.77%
Sole
0.00
Shared
0.00
None
340.03K
KLAVIYO INC
SOLEShares1.05M
TypeSH
Market value$20.43M
2.56%
Sole
0.00
Shared
0.00
None
1.05M
BLUE OWL CAPITAL INC
SOLEShares2.04M
TypeSH
Market value$18.63M
2.34%
Sole
0.00
Shared
0.00
None
2.04M
OKTA INC
SOLEShares226.58K
TypeSH
Market value$17.83M
2.24%
Sole
0.00
Shared
0.00
None
226.58K
GFL ENVIRONMENTAL INC
SOLEShares419.48K
TypeSH
Market value$17.50M
2.19%
Sole
0.00
Shared
0.00
None
419.48K
AMERICAN TOWER CORP
SOLEShares78.43K
TypeSH
Market value$13.54M
1.70%
Sole
0.00
Shared
0.00
None
78.43K
GITLAB INC
SOLEShares554.94K
TypeSH
Market value$12.01M
1.51%
Sole
0.00
Shared
0.00
None
554.94K
MICROSOFT CORP
SOLEShares24.42K
TypeSH
Market value$9.04M
1.13%
Sole
0.00
Shared
0.00
None
24.42K
ELECTRONIC ARTS INC
SOLEShares43.70K
TypeSH
Market value$8.91M
1.12%
Sole
0.00
Shared
0.00
None
43.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.18M
0.90%
Sole
0.00
Shared
0.00
None
10.00
APPLE INC
SOLEShares24.86K
TypeSH
Market value$6.31M
0.79%
Sole
0.00
Shared
0.00
None
24.86K
BLACKLINE INC
SOLEShares158.64K
TypeSH
Market value$5.87M
0.74%
Sole
0.00
Shared
0.00
None
158.64K
ALPHABET INC
SOLEShares19.25K
TypeSH
Market value$5.53M
0.69%
Sole
0.00
Shared
0.00
None
19.25K
BERKSHIRE HATHAWAY CL B
SOLEShares10.26K
TypeSH
Market value$4.91M
0.62%
Sole
0.00
Shared
0.00
None
10.26K
PAYPAL HLDGS INC
SOLEShares106.65K
TypeSH
Market value$4.82M
0.61%
Sole
0.00
Shared
0.00
None
106.65K
QUALCOMM INC
SOLEShares36.80K
TypeSH
Market value$4.74M
0.59%
Sole
0.00
Shared
0.00
None
36.80K
JOHNSON & JOHNSON
SOLEShares14.20K
TypeSH
Market value$3.47M
0.44%
Sole
0.00
Shared
0.00
None
14.20K
VANGUARD INDEX FDS
SOLEShares10.62K
TypeSH
Market value$3.41M
0.43%
Sole
0.00
Shared
0.00
None
10.62K
ALPHABET INC
SOLEShares10.63K
TypeSH
Market value$3.05M
0.38%
Sole
0.00
Shared
0.00
None
10.63K
INVESCO EXCH TRADED FD TR II
SOLEShares20.43K
TypeSH
Market value$2.16M
0.27%
Sole
0.00
Shared
0.00
None
20.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NETFLIX INC.SOLE | COM | 2.34M | SH | $225.28M 28.25% | 0.00 | 0.00 | 2.34M |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 1.60M | SH | $190.14M 23.85% | 0.00 | 0.00 | 1.60M |
AMAZON COM INCSOLE | COM | 497.24K | SH | $103.56M 12.99% | 0.00 | 0.00 | 497.24K |
GLOBAL E ONLINE LTDSOLE | SHS | 1.09M | SH | $33.57M 4.21% | 0.00 | 0.00 | 1.09M |
EQUINIX INCSOLE | COM | 32.84K | SH | $32.19M 4.04% | 0.00 | 0.00 | 32.84K |
AIR LEASE CORPSOLE | CL A | 340.03K | SH | $22.08M 2.77% | 0.00 | 0.00 | 340.03K |
KLAVIYO INCSOLE | COM SER A | 1.05M | SH | $20.43M 2.56% | 0.00 | 0.00 | 1.05M |
BLUE OWL CAPITAL INCSOLE | COM CL A | 2.04M | SH | $18.63M 2.34% | 0.00 | 0.00 | 2.04M |
OKTA INCSOLE | CL A | 226.58K | SH | $17.83M 2.24% | 0.00 | 0.00 | 226.58K |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 419.48K | SH | $17.50M 2.19% | 0.00 | 0.00 | 419.48K |
AMERICAN TOWER CORPSOLE | COM | 78.43K | SH | $13.54M 1.70% | 0.00 | 0.00 | 78.43K |
GITLAB INCSOLE | CLASS A COM | 554.94K | SH | $12.01M 1.51% | 0.00 | 0.00 | 554.94K |
MICROSOFT CORPSOLE | COM | 24.42K | SH | $9.04M 1.13% | 0.00 | 0.00 | 24.42K |
ELECTRONIC ARTS INCSOLE | COM | 43.70K | SH | $8.91M 1.12% | 0.00 | 0.00 | 43.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.18M 0.90% | 0.00 | 0.00 | 10.00 |
APPLE INCSOLE | COM | 24.86K | SH | $6.31M 0.79% | 0.00 | 0.00 | 24.86K |
BLACKLINE INCSOLE | COM | 158.64K | SH | $5.87M 0.74% | 0.00 | 0.00 | 158.64K |
ALPHABET INCSOLE | CAP STK CL A | 19.25K | SH | $5.53M 0.69% | 0.00 | 0.00 | 19.25K |
BERKSHIRE HATHAWAY CL BSOLE | CLB | 10.26K | SH | $4.91M 0.62% | 0.00 | 0.00 | 10.26K |
PAYPAL HLDGS INCSOLE | COM | 106.65K | SH | $4.82M 0.61% | 0.00 | 0.00 | 106.65K |
QUALCOMM INCSOLE | COM | 36.80K | SH | $4.74M 0.59% | 0.00 | 0.00 | 36.80K |
JOHNSON & JOHNSONSOLE | COM | 14.20K | SH | $3.47M 0.44% | 0.00 | 0.00 | 14.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.62K | SH | $3.41M 0.43% | 0.00 | 0.00 | 10.62K |
ALPHABET INCSOLE | CAP STK CL C | 10.63K | SH | $3.05M 0.38% | 0.00 | 0.00 | 10.63K |
INVESCO EXCH TRADED FD TR IISOLE | SHORT TERM TREAS | 20.43K | SH | $2.16M 0.27% | 0.00 | 0.00 | 20.43K |
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