account_balance
Investment manager · 13F filer · SEC CIK 1387818
Barton Investment Management
Reported value$807Mas of Sep 30, 2026
Positions58 1 new, 3 sold out
Top 10 weight86.4%SHOP alone is 28%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHOPShopify Inc.
27.6%Trimmed −5%
NFLXNetflix Inc
19.5%
AMZNAmazon.com Inc
14.7%Trimmed −2%
OKTAOkta, Inc.
5.3%Trimmed −4%
GLBEGlobal-E Online Ltd.
5.0%Trimmed −8%
EQIXEquinix Inc
3.9%Trimmed −3%
GTLBGitlab Inc.
3.4%Added +19%
KVYOKlaviyo, Inc.
2.6%Added +7%
OWLBlue Owl Capital Inc.
2.4%
GFL2.1%MSFT1.6%AMT1.5%SHOPShopify Inc.
27.6%Trimmed −5%
NFLXNetflix Inc
19.5%
AMZNAmazon.com Inc
14.7%−2%
OKTA5.3%GLBE5.0%EQIX3.9%GTLBKVYOOWL2.4%GFL2.1%MSFTAMTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHOP Shopify Inc. 27.6% Trimmed −5%NFLX Netflix Inc 19.5% HeldAMZN Amazon.com Inc 14.7% Trimmed −2%OKTA Okta, Inc. 5.3% Trimmed −4%GLBE Global-E Online Ltd. 5.0% Trimmed −8%EQIX Equinix Inc 3.9% Trimmed −3%GTLB Gitlab Inc. 3.4% Added +19%KVYO Klaviyo, Inc. 2.6% Added +7%OWL Blue Owl Capital Inc. 2.4% HeldGFL GFL Environmental Inc. 2.1% HeldMSFT Microsoft Corp 1.6% HeldAMT American Tower Corp 1.5% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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