§ 13F · FUND PROFILE
Barton Investment Management.
AUM · $738M (13F)Positions · 60Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | 1.58M | $180M | 24.4% | −1% |
| 2 | NFLX | NETFLIX INC. | 2.28M | $163M | 22.1% | −3% |
| 3 | AMZN | AMAZON COM INC | 487K | $116M | 15.7% | −2% |
| 4 | GLBE | GLOBAL E ONLINE LTD | 1.09M | $38M | 5.1% | ±0% |
| 5 | EQIX | EQUINIX INC | 32K | $33M | 4.5% | −3% |
| 6 | OKTA | OKTA INC | 214K | $29M | 4.0% | −5% |
| 7 | KVYO | KLAVIYO INC | 1.26M | $19M | 2.6% | +20% |
| 8 | OWL | BLUE OWL CAPITAL INC | 2.11M | $18M | 2.5% | +3% |
| 9 | GFL | GFL ENVIRONMENTAL INC | 416K | $15M | 2.1% | −1% |
| 10 | GTLB | GITLAB INC | 480K | $15M | 2.0% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARTON SIGNAL
AC read
Barton Investment Management is a Other fund managing $738 million in assets. The fund runs a portfolio of 60 positions.
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