Barton Investment Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BI Barton Investment Management | Institutional Filer | ▼ 14.09% | $797.3M | 54 |
Current Portfolio Holdings
Showing all 54 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix, Inc. | Communication Services | 2.3M | $225.3M | 28.25% |
| 2 | SHOP | Shopify Inc. | Technology | 1.6M | $190.1M | 23.85% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 497K | $103.6M | 12.99% |
| 4 | GLBE | Global-e Online Ltd. | Consumer Cyclical | 1.1M | $33.6M | 4.21% |
| 5 | EQIX | Equinix, Inc. | Real Estate | 33K | $32.2M | 4.04% |
| 6 | AL | Air Lease Corporation | Industrials | 340K | $22.1M | 2.77% |
| 7 | KVYO | Klaviyo, Inc. | Technology | 1.1M | $20.4M | 2.56% |
| 8 | OWL | Blue Owl Capital Inc. | Financial Services | 2.0M | $18.6M | 2.34% |
| 9 | OKTA | Okta, Inc. | Technology | 227K | $17.8M | 2.24% |
| 10 | GFL | GFL Environmental Inc. | Industrials | 419K | $17.5M | 2.19% |
| 11 | AMT | American Tower Corporation | Real Estate | 78K | $13.5M | 1.70% |
| 12 | GTLB | GitLab Inc. | Technology | 555K | $12.0M | 1.51% |
| 13 | MSFT | Microsoft Corporation | Technology | 24K | $9.0M | 1.13% |
| 14 | EA | Electronic Arts Inc. | Technology | 44K | $8.9M | 1.12% |
| 15 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 10 | $7.2M | 0.90% |
Showing 1 to 15 of 54 holdings