Barton Investment Management
55 holdingsFiling period: 2026-03-31Current AUM: $802.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | 2.34M | $225.3M | $168.0M | 20.93% | -28,755 | 2026-03-31 |
| 2 | SHOP | SHOPIFY INC | 1.60M | $190.1M | $187.8M | 23.40% | -37,467 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 497.2K | $103.6M | $135.0M | 16.83% | -8,438 | 2026-03-31 |
| 4 | — | GLOBAL E ONLINE LTD | 1.09M | $33.6M | $33.6M | 4.18% | +9.0K | 2026-03-31 |
| 5 | EQIX | EQUINIX INC | 32.8K | $32.2M | $33.5M | 4.17% | -2,416 | 2026-03-31 |
| 6 | AL | AIR LEASE CORP | 340.0K | $22.1M | $22.1M | 2.75% | -63,213 | 2026-03-31 |
| 7 | KVYO | KLAVIYO INC | 1.05M | $20.4M | $18.7M | 2.33% | +380.0K | 2026-03-31 |
| 8 | OWL | BLUE OWL CAPITAL INC | 2.04M | $18.6M | $21.0M | 2.62% | +90.6K | 2026-03-31 |
| 9 | OKTA | OKTA INC | 226.6K | $17.8M | $32.2M | 4.01% | -24,310 | 2026-03-31 |
| 10 | GFL | GFL ENVIRONMENTAL INC | 419.5K | $17.5M | $17.3M | 2.16% | -675 | 2026-03-31 |
| 11 | AMT | AMERICAN TOWER CORP | 78.4K | $13.5M | $13.6M | 1.69% | -775 | 2026-03-31 |
| 12 | GTLB | GITLAB INC | 554.9K | $12.0M | $19.1M | 2.39% | -3,660 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 24.4K | $9.0M | $11.3M | 1.41% | -45 | 2026-03-31 |
| 14 | EA | ELECTRONIC ARTS INC | 43.7K | $8.9M | $9.2M | 1.14% | -5,370 | 2026-03-31 |
| 15 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 10 | $7.2M | $7.2M | 0.89% | -- | 2026-03-31 |
| 16 | AAPL | APPLE INC | 24.9K | $6.3M | $7.7M | 0.96% | -540 | 2026-03-31 |
| 17 | BL | BLACKLINE INC | 158.6K | $5.9M | $5.0M | 0.62% | -1,560 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 19.2K | $5.5M | $6.9M | 0.85% | -165 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY CL B | 10.3K | $4.9M | $4.9M | 0.61% | -210 | 2026-03-31 |
| 20 | PYPL | PAYPAL HLDGS INC | 106.7K | $4.8M | $6.1M | 0.76% | -10,517 | 2026-03-31 |
| 21 | QCOM | QUALCOMM INC | 36.8K | $4.7M | $5.4M | 0.68% | -10,281 | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON | 14.2K | $3.5M | $3.6M | 0.45% | -615 | 2026-03-31 |
| 23 | VTI | VANGUARD INDEX FDS | 10.6K | $3.4M | $3.9M | 0.49% | -135 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 10.6K | $3.0M | $3.8M | 0.47% | -- | 2026-03-31 |
| 25 | TBLL | INVESCO EXCH TRADED FD TR II | 20.4K | $2.2M | $2.2M | 0.27% | -- | 2026-03-31 |
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