Barton Investment Management
CIK 1387818
13F filing for Q2 2026・No. 3,112
- Holdings
- US$738.19M
- Quarter change
- −US$59.14M
- Entries
- 60
- Net bought (estimate)
- −US$30.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 1
- Cut 20
- Added 10
- Corporate actions 0
- Unchanged 23
Largest holdings
60 stocks worth US$738.19M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SHOPSHOPIFY INCCL A SUB VTG SHS | Cut | 1,580,601 | US$180.47M | 24.45% |
| NFLXNETFLIX INC.COM | Cut | 2,283,655 | US$163.05M | 22.09% |
| AMZNAmazonCOM | Cut | 486,832 | US$116.03M | 15.72% |
| GLBEGLOBAL E ONLINE LTDSHS | Added | 1,089,334 | US$37.83M | 5.13% |
| EQIXEQUINIX INCCOM | Cut | 31,901 | US$33.25M | 4.50% |
| OKTAOKTA INCCL A | Cut | 214,259 | US$29.24M | 3.96% |
| KLAVIYO INCCOM SER A | Added | 1,256,608 | US$18.97M | 2.57% |
| OWLBLUE OWL CAPITAL INCCOM CL A | Added | 2,106,253 | US$18.43M | 2.50% |
| GFLGFL ENVIRONMENTAL INCSUB VTG SHS | Cut | 415,541 | US$15.29M | 2.07% |
| GTLBGITLAB INCCLASS A COM | Cut | 480,456 | US$14.67M | 1.99% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.