Barton Investment Management Portfolio Holdings

Barton Investment Management

  • $811 Million
  • Q1 2025

Barton Investment Management has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $811 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $233M, Shopify Inc. with a value of $167M, Amazon Com Inc with a value of $98.9M, Blue Owl Capital Inc. with a value of $38.2M, and Global E Online Ltd. with a value of $37M.

Examining the 13F form we can see an decrease of $127M in the current position value, from $938M to 811M.

Below you can find more details about Barton Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $811 Million
Technology: $253 Million
Communication Services: $247 Million
Consumer Cyclical: $136 Million
Financial Services: $57.1 Million
Industrials: $52.8 Million
Real Estate: $49.3 Million
Healthcare: $7.14 Million
ETFs: $5.34 Million
Other: $2.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$463B
$233 Million 28.71% of portfolio
249,532
Q1 2025 Reduced 16.99%
$102B
$167 Million 20.61% of portfolio
1,728,376
Q1 2025 Reduced 7.72%
$1.76T
$98.9 Million 12.2% of portfolio
519,897
Q1 2025 Reduced 13.18%
$7.5B
$38.2 Million 4.71% of portfolio
1,906,794
Q1 2025 Added 4.18%
$5.15B
$37 Million 4.56% of portfolio
1,036,767
Q1 2025 Added 3.4%
$4.76B
$32.2 Million 3.98% of portfolio
668,418
Q1 2025 Reduced 1.29%
$72.1B
$30.7 Million 3.78% of portfolio
37,628
Q1 2025 Reduced 1.54%
$14.3B
$27.2 Million 3.36% of portfolio
258,648
Q1 2025 Reduced 0.8%
$3.61B
$20.6 Million 2.55% of portfolio
439,253
Q1 2025 Added 30.87%
$15.7B
$20.2 Million 2.49% of portfolio
417,878
Q1 2025 Added 0.79%
$103B
$18.6 Million 2.29% of portfolio
85,463
Q1 2025 Reduced 1.82%
$2.69B
$10.9 Million 1.34% of portfolio
222,989
Q1 2025 Reduced 18.34%
$2.73T
$9.68 Million 1.19% of portfolio
25,775
Q1 2025 Reduced 1.6%
$71B
$8.67 Million 1.07% of portfolio
132,814
Q1 2025 Reduced 6.88%
$468B
$7.98 Million 0.98% of portfolio
10
Q3 2021 Reduced 99.0%
$40.6B
$7.8 Million 0.96% of portfolio
53,965
Q1 2025 Reduced 7.37%
$3.21T
$6.48 Million 0.8% of portfolio
29,194
Q4 2024 Reduced 6.86%
$0
$3.2 Million 0.4% of portfolio
11,717
Q1 2025 Reduced 2.5%
$905B
$2.98 Million 0.37% of portfolio
19,320
Q1 2025 Reduced 0.05%
$412B
$2.48 Million 0.31% of portfolio
14,943
Q4 2024 Reduced 2.22%
$307B
$2.01 Million 0.25% of portfolio
9,614
Q4 2021 Added 6.89%
$937B
$1.69 Million 0.21% of portfolio
10,825
Q1 2025 Reduced 7.48%
$19.5B
$1.58 Million 0.19% of portfolio
17,170
Q1 2025 Reduced 5.95%
$451B
$1.49 Million 0.18% of portfolio
12,549
Q4 2024 Reduced 3.46%
$0
$1.46 Million 0.18% of portfolio
24,919
Q1 2025 New
$231B
$1.31 Million 0.16% of portfolio
9,894
Q3 2020 Added 10.01%
$163B
$1.23 Million 0.15% of portfolio
3,200
Q1 2018 New
$63.2B
$1.1 Million 0.14% of portfolio
6,000
Q3 2023 New
$433B
$968,000 0.12% of portfolio
1,024
Q4 2021 Added 36.53%
$343B
$920,000 0.11% of portfolio
6,585
Q1 2025 Reduced 9.48%
$200B
$732,000 0.09% of portfolio
8,158
Q4 2021 Reduced 2.11%
$157B
$620,000 0.08% of portfolio
6,289
Q3 2023 Reduced 4.04%
$4.31B
$636,000 0.08% of portfolio
13,870
Q1 2025 Reduced 2.29%
$189B
$466,000 0.06% of portfolio
1,735
Q4 2024 Reduced 8.68%
$0
$469,000 0.06% of portfolio
839
Q2 2024 Reduced 18.86%
$246B
$424,000 0.05% of portfolio
3,920
Q1 2025 Reduced 18.66%
$1.12T
$441,000 0.05% of portfolio
765
Q2 2023 New
$122B
$427,000 0.05% of portfolio
1,400
Q4 2020 New
$103B
$355,000 0.04% of portfolio
1,080
Q4 2023 Reduced 27.9%
$0
$210,000 0.03% of portfolio
1,235
Q3 2024 New
$257B
$222,000 0.03% of portfolio
2,535
Q3 2024 New
$226B
$263,000 0.03% of portfolio
4,265
Q4 2024 New
$126B
$247,000 0.03% of portfolio
9,748
Q1 2025 Added 0.17%
$18.6B
$221,000 0.03% of portfolio
2,250
Q3 2024 New
Berkshire Hathaway Cl B
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.56%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $811 Million
  • Prior Value $938 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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