StockDriftsStockDriftsTop 50 Barton Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | 24.45% | 1.58M | $180.5M | -1.39%(-22.36K) | $8.55(+1704.25%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 22.09% | 2.28M | $163.1M | -2.53%(-59.31K) | $8.36(+821.95%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 15.72% | 486.8K | $116.0M | -2.09%(-10.41K) | $18.64(+1308.33%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 5.13% | 1.09M | $37.8M | +0.10%(+1.12K) | $31.12(+36.11%) | 2026-06-30 | |
| EQIX | EQUINIX INC | 4.5% | 31.9K | $33.3M | -2.86%(-939) | $277.21(+294.77%) | 2026-06-30 | |
| OKTA | OKTA INC | 3.96% | 214.3K | $29.2M | -5.44%(-12.32K) | $119.70(+23.16%) | 2026-06-30 | |
| KVYO | KLAVIYO INC | 2.57% | 1.26M | $19.0M | +19.67%(+206.56K) | $26.87(-33.56%) | 2026-06-30 | |
| OWL | BLUE OWL CAPITAL INC | 2.5% | 2.11M | $18.4M | +3.21%(+65.52K) | $12.01(+1.72%) | 2026-06-30 | |
| GFL | GFL ENVIRONMENTAL INC | 2.07% | 415.5K | $15.3M | -0.94%(-3.93K) | $34.70(+20.75%) | 2026-06-30 | |
| GTLB | GITLAB INC | 1.99% | 480.5K | $14.7M | -13.42%(-74.49K) | $50.91(-16.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.27% | +45.32% | -2.81% | -13.30% |
| Top 20 Holdings Unweighted | +10.55% | +35.11% | +1.95% | +10.14% |
Barton Investment Management reports $738.19M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are SHOP (24.4%), NFLX (22.1%) and AMZN (15.7%). The top 20 holdings account for 94.8% of reported assets. Its disclosed equity book has returned +45.32% on a three-year cumulative basis. Figures reflect the Q2 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