Barton Investment Management

Q4 2024 13F Holdings

  • Location
    west conshohocken, PA
  • Num holdings

    48

  • Value ($000)

    $942,836

  • Date Filed
    01/27/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NFLX
NFLX

NETFLIX INC

COM
64110L106
$267.94M
28 %

300,605

SHOP
SHOP

SHOPIFY INC

CL A
82509L107
$199.16M
21 %

1,872,997

AMZN
AMZN

AMAZON COM INC

COM
023135106
$131.38M
14 %

598,826

---

GLOBAL E ONLINE LTD

SHS
M5216V106
$54.68M
6 %

1,002,687

OWL
OWL

BLUE OWL CAPITAL INC

COM CL A
09581B103
$42.57M
5 %

1,830,219

EQIX
EQIX

EQUINIX INC

COM
29444U700
$36.04M
4 %

38,218

AL
AL

AIR LEASE CORP

CL A
00912X302
$32.64M
4 %

677,123

OKTA
OKTA

OKTA INC

CL A
679295105
$20.55M
2 %

260,744

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$18.91M
2 %

335,648

GFL
GFL

GFL ENVIRONMENTAL INC

SUB VTG SHS
36168Q104
$18.47M
2 %

414,598

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