Barton Investment Management: 13F holdings
CIK 13878182026Q2
| Positions | 60 |
|---|---|
| Reported value | $738.2m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SHOP SHOPIFY INC | 1,580,601 | $180.5m | 24.4% |
| NFLX NETFLIX INC. | 2,283,655 | $163.1m | 22.1% |
| AMZN AMAZON COM INC | 486,832 | $116.0m | 15.7% |
| GLOBAL E ONLINE LTD | 1,089,334 | $37.8m | 5.1% |
| EQIX EQUINIX INC | 31,901 | $33.3m | 4.5% |
| OKTA OKTA INC | 214,259 | $29.2m | 4.0% |
| KVYO KLAVIYO INC | 1,256,608 | $19.0m | 2.6% |
| OWL BLUE OWL CAPITAL INC | 2,106,253 | $18.4m | 2.5% |
| GFL GFL ENVIRONMENTAL INC | 415,541 | $15.3m | 2.1% |
| GTLB GITLAB INC | 480,456 | $14.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1387818")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.