§ 13F · FUND PROFILE
Barton Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $982M (13F)Positions · 51Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. | 2.34M | $225M | 28.3% | −1% |
| 2 | SHOP | SHOPIFY INC | 1.60M | $190M | 23.8% | −2% |
| 3 | AMZN | AMAZON COM INC | 497K | $104M | 13.0% | −2% |
| 4 | GLBE | GLOBAL E ONLINE LTD | 1.09M | $34M | 4.2% | +1% |
| 5 | EQIX | EQUINIX INC | 33K | $32M | 4.0% | −7% |
| 6 | AL | AIR LEASE CORP | 340K | $22M | 2.8% | −16% |
| 7 | KVYO | KLAVIYO INC | 1.05M | $20M | 2.6% | +57% |
| 8 | OWL | BLUE OWL CAPITAL INC | 2.04M | $19M | 2.3% | +5% |
| 9 | OKTA | OKTA INC | 227K | $18M | 2.2% | −10% |
| 10 | GFL | GFL ENVIRONMENTAL INC | 419K | $18M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARTON SIGNAL
AC read
Barton Investment Management is a Other fund managing $982 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed