Institutional Fund
Barton Investment Management
West Conshohocken, PACIK 13878185 filings on record
Portfolio Value
$797.33M
Q1 2026
Holdings
54
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-14.1%
from $928.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Netflix Inc28.3%
- Shopify Inc23.8%
- Amazon Com Inc13.0%
- Global E Online Ltd4.2%
- Equinix Inc4.0%
- Air Lease Corp2.8%
- Other23.9%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Netflix Inc | 2.34M | $225.28M | 28.3% | −28.8K | Reduced |
| 2 | Shopify Inc | 1.60M | $190.14M | 23.8% | −37.5K | Reduced |
| 3 | Amazon Com Inc | 497.2K | $103.56M | 13.0% | −8.4K | Reduced |
| 4 | Global E Online Ltd | 1.09M | $33.57M | 4.2% | +9.0K | Added |
| 5 | Equinix Inc | 32.8K | $32.19M | 4.0% | −2.4K | Reduced |
| 6 | Air Lease Corp | 340.0K | $22.08M | 2.8% | −63.2K | Reduced |
| 7 | Klaviyo Inc | 1.05M | $20.43M | 2.6% | +380.0K | Added |
| 8 | Blue Owl Capital Inc | 2.04M | $18.63M | 2.3% | +90.6K | Added |
| 9 | Okta Inc | 226.6K | $17.83M | 2.2% | −24.3K | Reduced |
| 10 | Gfl Environmental Inc | 419.5K | $17.50M | 2.2% | −675 | Reduced |
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