Filer Name: BARTON INVESTMENT MANAGEMENT
CIK: 1387818
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 48
Portfolio Value: $0.94B

Barton Investment Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NFLX US NETFLIX INC 300,605 $268M 28.42% -1.9% -
SHOP US SHOPIFY INC - CLASS A 1,872,997 $199M 21.12% -1.2% -
AMZN US AMAZON.COM INC 598,826 $131M 13.93% -0.9% -
GLBE US GLOBAL-E ONLINE LTD 1,002,687 $55M 5.80% 0.2% -
OWL US BLUE OWL CAPITAL INC 1,830,219 $43M 4.52% -0.2% -
EQIX US EQUINIX INC 38,218 $36M 3.82% -0.6% -
AL US AIR LEASE CORP 677,123 $33M 3.46% -1.2% -
OKTA US OKTA INC 260,744 $21M 2.18% -7.7% -
GTLB US GITLAB INC-CL A 335,648 $19M 2.01% 99.4% -
GFL US GFL ENVIRONMENTAL INC-SUB VT 414,598 $18M 1.96% 0.7% -
BL US BLACKLINE INC 273,082 $17M 1.76% -32.2% -
AMT US AMERICAN TOWER CORP 87,051 $16M 1.69% -1.4% -
PYPL US PAYPAL HOLDINGS INC 142,629 $12M 1.29% -1.7% -
MSFT US MICROSOFT CORP 26,195 $11M 1.17% - -
EA US ELECTRONIC ARTS INC 58,260 $9M 0.90% -8.1% -
QCOM US QUALCOMM INC 49,348 $8M 0.80% -0.6% -
AAPL US APPLE INC 29,194 $7M 0.78% -6.9% -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 10 $7M 0.72% - -
084670207 - BERKSHIRE HATHAWAY INC CLASS B 10,450 $5M 0.50% -2.6% -
GOOGL US ALPHABET INC-CL A 19,330 $4M 0.39% - -
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