StockDriftsStockDriftsTop 50 Barton Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | 27.6% | 1.50M | $222.6M | -5.02%(-79.33K) | $8.55(+1838.59%) | 2026-09-30 | |
| NFLX | NETFLIX INC. | 19.47% | 2.26M | $157.1M | -1.15%(-26.28K) | $8.36(+647.51%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 14.66% | 474.8K | $118.3M | -2.48%(-12.07K) | $18.64(+1257.72%) | 2026-09-30 | |
| OKTA | OKTA INC | 5.34% | 206.0K | $43.1M | -3.87%(-8.30K) | $119.70(+88.86%) | 2026-09-30 | |
| GLBE | GLOBAL E ONLINE LTD | 4.95% | 1.01M | $39.9M | -7.69%(-83.81K) | $31.12(+33.51%) | 2026-09-30 | |
| EQIX | EQUINIX INC | 3.89% | 31.0K | $31.4M | -2.76%(-882) | $277.21(+260.51%) | 2026-09-30 | |
| GTLB | GITLAB INC | 3.36% | 573.7K | $27.1M | +19.40%(+93.22K) | $48.96(+16.05%) | 2026-09-30 | |
| KVYO | KLAVIYO INC | 2.63% | 1.35M | $21.2M | +7.47%(+93.88K) | $26.07(-22.59%) | 2026-09-30 | |
| OWL | BLUE OWL CAPITAL INC | 2.38% | 2.11M | $19.2M | +0.16%(+3.30K) | $12.01(-22.47%) | 2026-09-30 | |
| GFL | GFL ENVIRONMENTAL INC | 2.12% | 408.1K | $17.1M | -1.80%(-7.46K) | $34.70(+29.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.54% | +79.54% | -0.29% | -1.45% |
| Top 20 Holdings Unweighted | +16.03% | +56.23% | +4.45% | +24.31% |
Barton Investment Management reports $806.59M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are SHOP (27.6%), NFLX (19.5%) and AMZN (14.7%). The top 20 holdings account for 95.44% of reported assets. Its disclosed equity book has returned +79.54% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barton Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1387818). View Barton Investment Management’s 13F filings on SEC