Barton Investment Management has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 58 positions held by the firm.
The largest position disclosed in the filing is Global E Online Ltd, with 1,005,523 shares. Other significant holdings include Netflix Inc. with 2,257,376 shares, Blue Owl Capital Inc. Class A with 2,109,550 shares, Shopify Inc. Class A with 1,501,272 shares, and Klaviyo Inc. Series A with 1,350,490 shares.
The portfolio also includes substantial positions in major technology and industrial companies. Microsoft Corp. is held at 24,796 shares, while Apple Inc. is held at 24,532 shares. Other notable names in the portfolio include Amazon.com Inc., Alphabet Inc., Broadcom Inc., and NVIDIA Corporation.
The filing indicates that all positions are held as sole voting and dispositive power.
