The Analysis of Barton Investment Management's Holdings
Currently, Barton Investment Management holds 52 types of securities in its portfolio with a total value $928.1M. In the most recent quarter, they have increased their positions in NFLX (+2.1M shares, valued at $199.7M), KVYO (+275.1K shares, valued at $8.9M), OWL (+30.0K shares, valued at $447.9K); decreased their positions in SHOP (-44.4K shares, valued at $7.1M), AL (-70.0K shares, valued at $4.5M), AMZN (-7.0K shares, valued at $1.6M); initiated new positions in TWLO (+1.5K shares, valued at $207.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SHOP SHOPIFY INC1.6M shares-2.63%2025-12-312026-01-21
NFLX NETFLIX INC2.4M shares878.79%2025-12-312026-01-21 AMZN AMAZON COM INC505.7K shares-1.37%2025-12-312026-01-21 GLBE GLOBAL E ONLINE LTD1.1M shares0.64%2025-12-312026-01-21 OWL BLUE OWL CAPITAL INC2.0M shares1.56%2025-12-312026-01-21 EQIX EQUINIX INC35.3K shares-1.67%2025-12-312026-01-21 AL AIR LEASE CORP403.2K shares-14.79%2025-12-312026-01-21 KVYO KLAVIYO INC670.0K shares69.64%2025-12-312026-01-21 OKTA OKTA INC250.9K shares0.14%2025-12-312026-01-21 GTLB GITLAB INC558.6K shares0.31%2025-12-312026-01-21 GFL GFL ENVIRONMENTAL INC420.1K shares0.68%2025-12-312026-01-21 AMT AMERICAN TOWER CORP NEW79.2K shares-2.31%2025-12-312026-01-21 MSFT MICROSOFT CORP24.5K shares-5.10%2025-12-312026-01-21 EA ELECTRONIC ARTS INC49.1K shares-2.00%2025-12-312026-01-21 BL BLACKLINE INC160.2K shares-1.02%2025-12-312026-01-21 QCOM QUALCOMM INC47.1K shares-0.42%2025-12-312026-01-21 BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-12-312026-01-21 AAPL APPLE INC25.4K shares-10.33%2025-12-312026-01-21 PYPL PAYPAL HLDGS INC117.2K shares-5.60%2025-12-312026-01-21 ALPHABET INC ALPHABET INC19.4K shares0.47%2025-12-312026-01-21 BRK.B BERKSHIRE HATHAWAY INC Cl B10.5K shares0.14%2025-12-312026-01-21 VTI VANGUARD INDEX FDS10.8K shares0.00%2025-12-312026-01-21 ALPHABET INC ALPHABET INC10.6K shares0.00%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON14.8K shares-0.84%2025-12-312026-01-21 ABBV ABBVIE INC9.6K shares0.00%2025-12-312026-01-21 SYM SYMBOTIC INC30.7K shares0.77%2025-12-312026-01-21 TROW PRICE T ROWE GROUP INC16.4K shares0.00%2025-12-312026-01-21 VGSH VANGUARD SCOTTSDALE FDS26.6K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP12.4K shares-0.92%2025-12-312026-01-21 DASH DOORDASH INC6.0K shares0.00%2025-12-312026-01-21 ABT ABBOTT LABS9.9K shares0.00%2025-12-312026-01-21 ORCL ORACLE CORP5.8K shares-6.47%2025-12-312026-01-21 ADBE ADOBE INC3.2K shares0.00%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW1.0K shares0.00%2025-12-312026-01-21 NVDA NVIDIA CORPORATION4.0K shares2.45%2025-12-312026-01-21 DIS DISNEY WALT CO6.3K shares0.00%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR839 shares0.00%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO1.5K shares-11.01%2025-12-312026-01-21 META META PLATFORMS INC779 shares1.83%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR16.8K shares0.00%2025-12-312026-01-21 ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2025-12-312026-01-21 VRT VERTIV HOLDINGS CO2.2K shares-3.28%2025-12-312026-01-21 BROADCOM INC BROADCOM INC995 shares-3.12%2025-12-312026-01-21 CSCO CISCO SYS INC4.3K shares0.00%2025-12-312026-01-21 NTRS NORTHERN TR CORP2.3K shares0.00%2025-12-312026-01-21 WMT WALMART INC2.5K shares0.00%2025-12-312026-01-21 PFE PFIZER INC9.8K shares0.19%2025-12-312026-01-21 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-21 TWLO TWILIO INC1.5K sharesnew addition2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available