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Barton Investment Management

Q4 2025 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    52

  • Value ($000)

    $928,110

  • Date Filed
    01/21/2026
  • Form type
    13F-HR
  • CIK
    0001387818
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHOP

SHOPIFY INC

CL A SUB VTG SHS
82509L107
$264.06M
29 %

1,640,426

N
NFLX

NETFLIX INC

COM
64110L106
$222.37M
24 %

2,371,717

A
AMZN

AMAZON COM INC

COM
023135106
$116.72M
13 %

505,676

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$42.43M
5 %

1,079,254

O
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$29.14M
3 %

1,950,164

E
EQIX

EQUINIX INC

COM
29444U700
$27.01M
3 %

35,256

A
AL

AIR LEASE CORP

CL A
00912X302
$25.9M
3 %

403,246

K
KVYO

KLAVIYO INC

COM SER A
49845K101
$21.76M
2 %

670,042

O
OKTA

OKTA INC

CL A
679295105
$21.69M
2 %

250,886

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$20.96M
2 %

558,603

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