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Barton Investment Management
Period ended Sep 30, 2026 · Latest filing Oct 27, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $806,588,593
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SHOPIFY INC · CL A SUB VTG SHS · 82509L107 · shares: $222,638,638
- NETFLIX INC. · COM · 64110L106 · shares: $157,068,223
- AMAZON COM INC · COM · 023135106 · shares: $118,286,205
- OKTA INC · CL A · 679295105 · shares: $43,067,669
- GLOBAL E ONLINE LTD · SHS · M5216V106 · shares: $39,949,429
- EQUINIX INC · COM · 29444U700 · shares: $31,377,966
- GITLAB INC · CLASS A COM · 37637K108 · shares: $27,106,333
- KLAVIYO INC · COM SER A · 49845K101 · shares: $21,243,208
- BLUE OWL CAPITAL INC · COM CL A · 09581B103 · shares: $19,175,814
- GFL ENVIRONMENTAL INC · SUB VTG SHS · 36168Q104 · shares: $17,070,071
Reported holdings
58 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 1,501,272 shares | $222,638,638 |
| NETFLIX INC. | COM | 64110L106 | — | 2,257,376 shares | $157,068,223 |
| AMAZON COM INC | COM | 023135106 | — | 474,759 shares | $118,286,205 |
| OKTA INC | CL A | 679295105 | — | 205,957 shares | $43,067,669 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | — | 1,005,523 shares | $39,949,429 |
| EQUINIX INC | COM | 29444U700 | — | 31,019 shares | $31,377,966 |
| GITLAB INC | CLASS A COM | 37637K108 | — | 573,679 shares | $27,106,333 |
| KLAVIYO INC | COM SER A | 49845K101 | — | 1,350,490 shares | $21,243,208 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 | — | 2,109,550 shares | $19,175,814 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 | — | 408,082 shares | $17,070,071 |
| MICROSOFT CORP | COM | 594918104 | — | 24,796 shares | $12,717,869 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 74,912 shares | $12,262,346 |
| APPLE INC | COM | 037833100 | — | 24,532 shares | $8,169,647 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 10 shares | $7,470,050 |
| QUALCOMM INC | COM | 747525103 | — | 37,980 shares | $6,989,816 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 19,155 shares | $6,590,853 |
| BERKSHIRE HATHAWAY CL B | CL B | 084670207 | — | 10,255 shares | $5,106,477 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | — | 87,029 shares | $5,079,013 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 85,692 shares | $4,501,401 |
| SYMBOTIC INC | CLASS A COM | 87151X101 | — | 93,734 shares | $3,943,390 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 10,095 shares | $3,777,953 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 13,976 shares | $3,700,007 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 10,635 shares | $3,623,770 |
| BLACKLINE INC | COM | 09239B109 | — | 77,185 shares | $2,047,719 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM ETF | 46138G888 | — | 18,959 shares | $2,001,313 |
| ABBVIE INC | COM | 00287Y109 | — | 7,578 shares | $1,982,330 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 27,669 shares | $1,592,628 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 62,420 shares | $1,489,342 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 13,640 shares | $1,419,242 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 8,105 shares | $1,319,089 |
| MERCK & CO INC | COM | 58933Y105 | — | 8,158 shares | $1,185,439 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,024 shares | $932,189 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 3,941 shares | $900,046 |
| ORACLE CORP | COM | 68389X105 | — | 5,785 shares | $794,281 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 7,858 shares | $776,607 |
| ADOBE INC | COM | 00724F101 | — | 3,200 shares | $767,808 |
| CISCO SYS INC | COM | 17275R102 | — | 5,260 shares | $566,134 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 729 shares | $555,958 |
| DISNEY WALT CO | COM | 254687106 | — | 5,289 shares | $554,817 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 16,890 shares | $506,698 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,980 shares | $477,794 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 875 shares | $470,707 |
| META PLATFORMS INC | CL A | 30303M102 | — | 629 shares | $456,139 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,460 shares | $443,986 |
| INTEL CORP | COM | 458140100 | — | 3,385 shares | $406,979 |
| TWILIO INC | CL A | 90138F102 | — | 1,315 shares | $384,585 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,400 shares | $361,284 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 565 shares | $345,645 |
| BROADCOM INC | COM | 11135F101 | — | 965 shares | $338,936 |
| NORTHERN TR CORP | COM | 665859104 | — | 2,001 shares | $338,890 |
| QXO INC | COM NEW | 82846H405 | — | 27,670 shares | $323,463 |
| BILL HOLDINGS INC | COM | 090043100 | — | 7,482 shares | $318,285 |
| ANALOG DEVICES INC | COM | 032654105 | — | 735 shares | $291,582 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 150 shares | $271,751 |
| PFIZER INC | COM | 717081103 | — | 9,495 shares | $270,792 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 1,235 shares | $266,859 |
| WALMART INC | COM | 931142103 | — | 2,535 shares | $263,438 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 410 shares | $249,690 |