13F Insight
DOSSIER · 13F-HR · Q2 2026

Barton Investment Management

$738M in tracked AUM across 60 positions as of Q2 2026.

BI
CIK 0001387818 · last filed Jun 30, 2026
Total AUM
$738M
as of Q2 2026
Holdings
60
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Barton Investment Management’s SEC 13F filing for the period ending December 31, 2025, reveals a portfolio with a total value of $928.11 million, representing a significant growth of +18.5% from the previous quarter's $783.05 million. The portfolio comprises 52 holdings, indicating a focused investment strategy rather than broad diversification. The firm demonstrates a preference for high-conviction positions, with the top three holdings alone accounting for approximately...

Key Holdings

The portfolio is heavily concentrated in a select few large-cap growth names, with Shopify Inc (SHOP) serving as the largest holding at $264.06 million, representing 28.45% of the portfolio. Despite a minor reduction of 2.6% during the quarter, it remains the dominant position. Netflix Inc (NFLX) is the second-largest holding at $222.37 million (23.96%); notably, this position saw a massive increase of 878.8%, with an additional $68.14 million deployed, signaling a strong conviction in the streaming giant's continued growth.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SHOP
SHOPIFY INC
$180M1.6M24.4%02
NFLX
NETFLIX INC.
$163M2.3M22.1%03
AMZN
AMAZON COM INC
$116M487K15.7%04
M5216V106
GLOBAL E ONLINE LTD
$38M1.1M5.1%05
EQIX
EQUINIX INC
$33M32K4.5%06
OKTA
OKTA INC
$29M214K4.0%07
KVYO
KLAVIYO INC
$19M1.3M2.6%08
OWL
BLUE OWL CAPITAL INC
$18M2.1M2.5%09
GFL
GFL ENVIRONMENTAL INC
$15M416K2.1%10
GTLB
GITLAB INC
$15M480K2.0%

Filing history

2026Q2Jun 30
$738M▼ 7.4%
60 positionsView →2026Q1Mar 31
$797M▼ 14.1%
54 positionsView →2025Q4Dec 31
$928M▼ 5.5%
52 positionsView →2025Q3Sep 30
$982M▲ 1.7%
51 positionsView →2025Q2Jun 30
$965M▲ 18.6%
48 positionsLocked2025Q1Mar 31
$814M▼ 13.7%
46 positionsLocked2024Q4Dec 31
$943M▲ 17.9%
48 positionsLocked2024Q3Sep 30
$800M▲ 6.4%
49 positionsLocked2024Q2Jun 30
$752M▼ 8.8%
43 positionsLocked2024Q1Mar 31
$824M▲ 8.1%
46 positionsLocked2023Q4Dec 31
$763M▲ 23.1%
47 positionsLocked2023Q3Sep 30
$619M▼ 7.0%
45 positionsLocked
Showing 12 of 77