Barton Investment Management
61 holdingsFiling period: 2026-06-30Current AUM: $861.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHOP | Shopify Inc | 1.58M | $180.5M | $265.8M | 30.87% | -22,358 | 2026-06-30 |
| 2 | NFLX | Netflix Inc. | 2.28M | $163.1M | $145.9M | 16.95% | -59,307 | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 486.8K | $116.0M | $121.3M | 14.08% | -10,406 | 2026-06-30 |
| 4 | — | Global E Online Ltd | 1.09M | $37.8M | $37.8M | 4.39% | +1.1K | 2026-06-30 |
| 5 | EQIX | Equinix Inc | 31.9K | $33.3M | $30.9M | 3.58% | -939 | 2026-06-30 |
| 6 | OKTA | Okta Inc | 214.3K | $29.2M | $47.1M | 5.47% | -12,317 | 2026-06-30 |
| 7 | KVYO | Klaviyo Inc | 1.26M | $19.0M | $26.0M | 3.02% | +206.6K | 2026-06-30 |
| 8 | OWL | Blue Owl Capital Inc | 2.11M | $18.4M | $19.7M | 2.28% | +65.5K | 2026-06-30 |
| 9 | GFL | Gfl Environmental Inc | 415.5K | $15.3M | $19.0M | 2.20% | -3,934 | 2026-06-30 |
| 10 | GTLB | Gitlab Inc | 480.5K | $14.7M | $27.2M | 3.16% | -74,487 | 2026-06-30 |
| 11 | AMT | American Tower Corp | 77.0K | $12.6M | $14.5M | 1.68% | -1,395 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 24.4K | $9.1M | $13.0M | 1.51% | -- | 2026-06-30 |
| 13 | EA | Electronic Arts Inc | 43.7K | $9.0M | $9.0M | 1.04% | -- | 2026-06-30 |
| 14 | BRK-A | Berkshire Hathaway Inc Del | 10 | $7.5M | $7.5M | 0.87% | -- | 2026-06-30 |
| 15 | AAPL | Apple Inc | 24.9K | $7.2M | $8.6M | 0.99% | -- | 2026-06-30 |
| 16 | QCOM | Qualcomm Inc | 38.1K | $7.0M | $6.8M | 0.79% | +1.3K | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 19.3K | $6.9M | $6.1M | 0.71% | +23 | 2026-06-30 |
| 18 | BRK-B | Berkshire Hathaway CL B | 10.3K | $5.1M | $5.1M | 0.60% | -- | 2026-06-30 |
| 19 | PYPL | Paypal Hldgs Inc | 99.1K | $4.3M | $5.4M | 0.63% | -7,554 | 2026-06-30 |
| 20 | VTI | Vanguard Index Fds | 10.6K | $3.9M | $4.0M | 0.46% | -- | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 10.6K | $3.8M | $3.3M | 0.39% | -- | 2026-06-30 |
| 22 | JNJ | Johnson & Johnson | 14.2K | $3.6M | $3.8M | 0.44% | -39 | 2026-06-30 |
| 23 | BL | Blackline Inc | 126.0K | $3.5M | $4.3M | 0.50% | -32,667 | 2026-06-30 |
| 24 | SYM | Symbotic Inc | 53.5K | $2.4M | $2.0M | 0.24% | +16.6K | 2026-06-30 |
| 25 | TBLL | Invesco Exch Traded FD TR II | 19.5K | $2.1M | $2.1M | 0.24% | -950 | 2026-06-30 |
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