§ 13F · FUND PROFILE
Barton Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $965.1T (13F)Positions · 48Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$207.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | 1.64M | $264.1T | 28.5% | −3% |
| 2 | NFLX | NETFLIX INC | 2.37M | $222.4T | 24.0% | +879% |
| 3 | AMZN | AMAZON COM INC | 506K | $116.7T | 12.6% | −1% |
| 4 | GLBE | GLOBAL E ONLINE LTD | 1.08M | $42.4T | 4.6% | +1% |
| 5 | OWL | BLUE OWL CAPITAL INC | 1.95M | $29.1T | 3.1% | +2% |
| 6 | EQIX | EQUINIX INC | 35K | $27.0T | 2.9% | −2% |
| 7 | AL | AIR LEASE CORP | 403K | $25.9T | 2.8% | −15% |
| 8 | KVYO | KLAVIYO INC | 670K | $21.8T | 2.3% | +70% |
| 9 | OKTA | OKTA INC | 251K | $21.7T | 2.3% | ±0% |
| 10 | GTLB | GITLAB INC | 559K | $21.0T | 2.3% | ±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 $965132.8 trillion in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed