EdgeMarket › What Barton Investment Management reported owning
What Barton Investment Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
797.3MPositions
54Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NFLX NETFLIX INC | 225.3M | 28.3% | 2.3M | 79.59 | -34.4% |
| SHOP SHOPIFY INC. | 190.1M | 23.8% | 1.6M | 149.25 | +8.7% |
| AMZN AMAZON COM INC | 103.6M | 13.0% | 497.2K | 258.63 | +15.6% |
| GLBE Global-E Online Ltd. | 33.6M | 4.2% | 1.1M | 40.55 | +27.4% |
| EQIX EQUINIX INC | 32.2M | 4.0% | 32.8K | 1,065.39 | +37.2% |
| unmapped CUSIP 00912X302 | 22.1M | 2.8% | 340.0K | — | — |
| KVYO Klaviyo, Inc. | 20.4M | 2.6% | 1.1M | 18.33 | -41.4% |
| OWL BLUE OWL CAPITAL INC. | 18.6M | 2.3% | 2.0M | 11.67 | -37.2% |
| OKTA Okta, Inc. | 17.8M | 2.2% | 226.6K | 135.14 | +48.5% |
| GFL GFL Environmental Inc. | 17.5M | 2.2% | 419.5K | 41.05 | -18.7% |
| AMT AMERICAN TOWER CORP /MA/ | 13.5M | 1.7% | 78.4K | 175.80 | -16.1% |
| GTLB Gitlab Inc. | 12.0M | 1.5% | 554.9K | 41.67 | -4.6% |
| MSFT MICROSOFT CORP | 9.0M | 1.1% | 24.4K | 483.24 | -4.4% |
| EA ELECTRONIC ARTS INC. | 8.9M | 1.1% | 43.7K | 209.70 | +33.5% |
| unmapped CUSIP 084670108 | 7.2M | 0.9% | 10 | — | — |
| AAPL Apple Inc. | 6.3M | 0.8% | 24.9K | 309.35 | +36.9% |
| BL BLACKLINE, INC. | 5.9M | 0.7% | 158.6K | 31.83 | -39.1% |
| GOOGL Alphabet Inc. | 5.5M | 0.7% | 19.2K | 344.82 | +73.0% |
| unmapped CUSIP 084670207 | 4.9M | 0.6% | 10.3K | — | — |
| PYPL PayPal Holdings, Inc. | 4.8M | 0.6% | 106.7K | 61.55 | -9.6% |
| QCOM QUALCOMM INC/DE | 4.7M | 0.6% | 36.8K | 160.75 | +3.4% |
| JNJ JOHNSON & JOHNSON | 3.5M | 0.4% | 14.2K | 270.24 | +51.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 3.4M | 0.4% | 10.6K | 378.24 | +20.5% |
| GOOG Alphabet Inc. | 3.1M | 0.4% | 10.6K | 341.75 | +70.7% |
| TBLL Invesco Short Term Treasury ETF | 2.2M | 0.3% | 20.4K | 105.86 | +0.4% |
| SYM Symbotic Inc. | 2.0M | 0.2% | 36.8K | 41.83 | -6.0% |
| ABBV AbbVie Inc. | 1.6M | 0.2% | 7.6K | 264.96 | +26.7% |
| VGSH Vanguard Short-Term Treasury ETF | 1.5M | 0.2% | 25.9K | 58.13 | -0.9% |
| TROW PRICE T ROWE GROUP INC | 1.5M | 0.2% | 16.4K | 111.51 | +5.4% |
| XOM ExxonMobil Holdings Corp | 1.4M | 0.2% | 8.2K | 165.11 | +52.1% |
| COST COSTCO WHOLESALE CORP /NEW | 1.0M | 0.1% | 1.0K | 947.74 | -4.7% |
| MRK Merck & Co., Inc. | 981.3K | 0.1% | 8.2K | 152.55 | +80.2% |
| RPRX Royalty Pharma plc | 905.4K | 0.1% | 18.9K | 61.31 | +66.2% |
| DASH DoorDash, Inc. | 900.9K | 0.1% | 6.0K | 223.49 | -8.3% |
| ORCL ORACLE CORP | 851.0K | 0.1% | 5.8K | 146.47 | -37.7% |
| ABT ABBOTT LABORATORIES | 806.8K | 0.1% | 7.9K | 116.64 | -11.9% |
| ADBE ADOBE INC. | 777.9K | 0.1% | 3.2K | 275.30 | -22.1% |
| NVDA NVIDIA CORP | 639.4K | 0.1% | 3.7K | 214.72 | +22.4% |
| DIS Walt Disney Co | 606.1K | 0.1% | 6.3K | 107.78 | -7.9% |
| SPY SPDR S&P 500 ETF TRUST | 545.6K | 0.1% | 839 | 765.72 | +20.0% |
| BILL BILL Holdings, Inc. | 543.2K | 0.1% | 14.2K | 47.82 | +14.8% |
| VRT Vertiv Holdings Co | 522.5K | 0.1% | 2.1K | 261.95 | +105.4% |
| AXP AMERICAN EXPRESS CO | 461.3K | 0.1% | 1.5K | 336.00 | +8.9% |
| QXO QXO, Inc. | 433.2K | 0.1% | 22.3K | 13.76 | -28.6% |
| SCHX Schwab U.S. Large-Cap ETF | 430.8K | 0.1% | 16.8K | 30.21 | +19.6% |
| CSCO CISCO SYSTEMS, INC. | 394.2K | 0.0% | 5.1K | 111.04 | +65.5% |
| META Meta Platforms, Inc. | 359.9K | 0.0% | 629 | 549.90 | -26.5% |
| WMT Walmart Inc. | 315.1K | 0.0% | 2.5K | 103.70 | +1.1% |
| NTRS NORTHERN TRUST CORP | 314.0K | 0.0% | 2.2K | 183.90 | +43.8% |
| AVGO Broadcom Inc. | 308.0K | 0.0% | 995 | 368.45 | +26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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