StockDriftsStockDriftsTop 50 Barton Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | 28.25% | 2.34M | $225.3M | -1.21%(-28.75K) | $8.36(+946.89%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 23.85% | 1.60M | $190.1M | -2.28%(-37.47K) | $8.55(+1015.38%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 12.99% | 497.2K | $103.6M | -1.67%(-8.44K) | $18.64(+1349.07%) | 2026-03-31 | |
| GLBE | GLOBAL E ONLINE LTD | 4.21% | 1.09M | $33.6M | +0.83%(+8.96K) | $31.12(-11.51%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 4.04% | 32.8K | $32.2M | -6.85%(-2.42K) | $277.21(+288.61%) | 2026-03-31 | |
| AL | AIR LEASE CORP | 2.77% | 340.0K | $22.1M | -15.68%(-63.21K) | $34.33(+89.32%) | 2026-03-31 | |
| KVYO | KLAVIYO INC | 2.56% | 1.05M | $20.4M | +56.71%(+380.01K) | $28.80(-50.55%) | 2026-03-31 | |
| OWL | BLUE OWL CAPITAL INC | 2.34% | 2.04M | $18.6M | +4.64%(+90.57K) | $12.11(-19.34%) | 2026-03-31 | |
| OKTA | OKTA INC | 2.24% | 226.6K | $17.8M | -9.69%(-24.31K) | $119.70(-34.67%) | 2026-03-31 | |
| GFL | GFL ENVIRONMENTAL INC | 2.19% | 419.5K | $17.5M | -0.16%(-675) | $34.70(+4.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.44% | +74.71% |
| Top 20 Holdings Unweighted | +10.10% | +33.45% |
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