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Barton Investment Management

CIK 1387818 · latest 13F filed 20 July 2026 · Read the filing on EDGAR

Barton Investment Management reported 60 US-listed holdings worth $738.2 million in its 13F for the quarter ended 30 June 2026, filed 20 July 2026. Its largest: Shopify Inc. (24.4%), Netflix Inc. (22.1%) and Amazon.com Inc. (15.7%). Against the quarter before, it opened 7 positions, added to 10, trimmed 20 and sold out of 1.

Reported holdings$738.2M-7.4% on Q1 2026
Positions60+6 on Q1 2026
The largest ten85.0%of its reported holdings
Latest 13FQ2 2026filed 20 July 2026
Where the money is
Added toHeldTrimmed
SHOP24.4%NFLX22.1%AMZN15.7%GLBE5.1%EQIX4.5%OKTA4.0%KVYO2.6%OWL2.5%GFL2.1%GTLB2.0%AMT1.7%MSFT1.2%EABer46 more9.9%

The 14 largest of its 60 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $799.7 million in 49 positions$800MQ3 24Q4 2024: $942.8 million in 48 positions$943MQ4 24Q1 2025: $814.1 million in 46 positions$814MQ1 25Q2 2025: $965.1 million in 48 positions$965MQ2 25Q3 2025: $981.9 million in 51 positions$982MQ3 25Q4 2025: $928.1 million in 52 positions$928MQ4 25Q1 2026: $797.3 million in 54 positions$797MQ1 26Q2 2026: $738.2 million in 60 positions$738MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +10.9% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +10.9%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 7Added 10Held 23Trimmed 20Sold out 1
Opened: 7Added: 10Held: 23Trimmed: 20Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Intel Corp. INTC$540,369
  2. Advanced Micro Devices Inc. AMD$386,306
  3. Dell Technologies Inc. DELL$377,528
  4. ASML Holding N.V. ASML$298,416
  5. Twilio Inc. TWLO$271,324
  6. Vaneck ETF Trust SMH$268,915
  7. Corning Inc. GLW$241,382

Added to 10

  1. Klaviyo Inc. KVYO+206,556 shares · +20%
  2. Symbotic Inc. SYM+16,647 shares · +45%
  3. Royalty Pharma PLC RPRX+11,171 shares · +59%
  4. Blue Owl Capital Inc. OWL+65,522 shares · +3%
  5. Qualcomm Inc. QCOM+1,257 shares · +3%
  6. Qxo Inc. QXO+5,190 shares · +23%
  7. NVIDIA Corp. NVDA+200 shares · +5%
  8. Global E Online Ltd GLBE+1,120 shares · +0%

and 2 more in the table below

Trimmed 20

  1. Netflix Inc. NFLX-59,307 shares · -3%
  2. Shopify Inc. SHOP-22,358 shares · -1%
  3. Amazon.com Inc. AMZN-10,406 shares · -2%
  4. Gitlab Inc. GTLB-74,487 shares · -13%
  5. Okta, Inc. OKTA-12,317 shares · -5%
  6. Equinix Inc. EQIX-939 shares · -3%
  7. Blackline, Inc. BL-32,667 shares · -21%
  8. PayPal Holdings, Inc. PYPL-7,554 shares · -7%

and 12 more in the table below

Sold out of 1

  1. Air Lease Corp. AL$22.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Shopify Inc. SHOP1.6M$180.5 million24.45%-22.4K
Netflix Inc. NFLX2.3M$163.1 million22.09%-59.3K
Amazon.com Inc. AMZN486.8K$116.0 million15.72%-10.4K
Global E Online Ltd GLBE1.1M$37.8 million5.13%+1.1K
Equinix Inc. EQIX31.9K$33.3 million4.50%-939
Okta, Inc. OKTA214.3K$29.2 million3.96%-12.3K
Klaviyo Inc. KVYO1.3M$19.0 million2.57%+206.6K
Blue Owl Capital Inc. OWL2.1M$18.4 million2.50%+65.5K
GFL Environmental Inc. GFL415.5K$15.3 million2.07%-3.9K
Gitlab Inc. GTLB480.5K$14.7 million1.99%-74.5K
American Tower Corp. AMT77.0K$12.6 million1.71%-1.4K
Microsoft Corp. MSFT24.4K$9.1 million1.23%no change
Electronic Arts Inc EA43.7K$9.0 million1.21%no change
Berkshire Hathaway Inc. Del10$7.5 million1.01%no change
Apple Inc. AAPL24.9K$7.2 million0.97%no change
Qualcomm Inc. QCOM38.1K$7.0 million0.95%+1.3K
Alphabet Inc. GOOGL19.3K$6.9 million0.93%+23
Berkshire Hathaway Inc Class B10.3K$5.1 million0.70%no change
PayPal Holdings, Inc. PYPL99.1K$4.3 million0.58%-7.6K
VG Totl STK Vprs VTI10.6K$3.9 million0.53%no change
Alphabet Inc. GOOG10.6K$3.8 million0.51%no change
Johnson & Johnson JNJ14.2K$3.6 million0.49%-39
Blackline, Inc. BL126.0K$3.5 million0.48%-32.7K
Symbotic Inc. SYM53.5K$2.4 million0.33%+16.6K
Invesco Exch Traded FD Trust II TBLL19.5K$2.1 million0.28%-950
AbbVie Inc. ABBV7.6K$1.9 million0.26%no change
Royalty Pharma PLC RPRX30.0K$1.7 million0.23%+11.2K
T. Rowe Price Group, Inc. TROW14.0K$1.6 million0.22%-2.4K
Vanguard Short Term Government VGSH25.9K$1.5 million0.20%no change
ExxonMobil Holdings Corp. XOM8.1K$1.1 million0.15%-135
DoorDash, Inc. DASH6.0K$1.1 million0.15%no change
Merck & Co., Inc. MRK8.2K$1.0 million0.14%no change
Costco Wholesale Corp. COST1.0K$957,9220.13%no change
Oracle Corp. ORCL5.8K$847,7920.11%no change
NVIDIA Corp. NVDA3.9K$773,5480.10%+200
Abbott Laboratories ABT7.9K$713,0350.10%no change
Vertiv Holdings Co. VRT2.0K$662,9440.09%-105
Adobe Inc. ADBE3.2K$656,0640.09%no change
SPDR S&P 500 SPY839$626,5410.08%no change
Cisco Systems, Inc. CSCO5.1K$596,6970.08%no change
Intel Corp. INTC3.9K$540,3690.07%new
Walt Disney Co. DIS5.3K$509,0670.07%-1.0K
Schwab US Large Cap SCHX16.8K$495,7220.07%+44
American Express Co. AXP1.5K$493,8450.07%-65
Qxo Inc. QXO27.5K$475,1140.06%+5.2K
Northern Trust Corp. NTRS2.2K$391,1400.05%no change
Advanced Micro Devices Inc. AMD665$386,3060.05%new
Dell Technologies Inc. DELL875$377,5280.05%new
Broadcom Inc. AVGO965$364,5690.05%-30
Meta Platforms, Inc. META629$354,3100.05%no change
Bill Holdings, Inc. BILL9.3K$336,7220.05%-4.9K
Automatic Data Processing Inc. ADP1.4K$313,5300.04%no change
ASML Holding N.V. ASML150$298,4160.04%new
Analog Devices Inc. ADI735$291,9200.04%no change
Walmart Inc. WMT2.5K$287,1150.04%no change
Twilio Inc. TWLO1.3K$271,3240.04%new
Vanguard Value ETF VTV1.2K$269,1440.04%no change
Vaneck ETF Trust SMH410$268,9150.04%new
Corning Inc. GLW945$241,3820.03%new
Pfizer Inc. PFE9.5K$228,3530.03%-237
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.