Barton Investment Management
Barton Investment Management reported 60 positions worth $738.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SHOP (24.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SHOP | SH | $180.5M | 24.45% | 1,580,601 | — | — | |
| ▸ 2 | NFLX | SH | $163.1M | 22.09% | 2,283,655 | — | — | |
| ▸ 3 | AMZN | SH | $116.0M | 15.72% | 486,832 | — | — | |
| ▸ 4 | GLBE | SH | $37.8M | 5.13% | 1,089,334 | — | — | |
| ▸ 5 | EQIX | SH | $33.3M | 4.50% | 31,901 | — | — | |
| ▸ 6 | OKTA | SH | $29.2M | 3.96% | 214,259 | — | — | |
| ▸ 7 | KVYO | SH | $19.0M | 2.57% | 1,256,608 | — | — | |
| ▸ 8 | OWL | SH | $18.4M | 2.50% | 2,106,253 | — | — | |
| ▸ 9 | GFL | SH | $15.3M | 2.07% | 415,541 | — | — | |
| ▸ 10 | GTLB | SH | $14.7M | 1.99% | 480,456 | — | — |
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Frequently Asked Questions
What stocks does Barton Investment Management hold as of Q2 2026?
Barton Investment Management reported 60 positions worth $738.2M in its Q2 2026 13F filing. Largest positions: SHOP (24.4%), NFLX (22.1%), AMZN (15.7%), GLBE (5.1%) and EQIX (4.5%).
What did Barton Investment Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Barton Investment Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.