Barton Investment Management
CIK 0001387818 · WEST CONSHOHOCKEN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$738.2M
2026 Q2
Positions
60
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SHOP
SHOPIFY INC
24.4%
NFLX
NETFLIX INC.
22.1%
AMZN
AMAZON COM INC
15.7%
GLBE
GLOBAL E ONLINE LTD
5.1%
EQIX
EQUINIX INC
4.5%
OKTA
OKTA INC
4.0%
KVYO
KLAVIYO INC
2.6%
OWL
BLUE OWL CAPITAL INC
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.