Barton Investment Management Portfolio Holdings

Barton Investment Management

  • $938 Million
  • Q4 2024

Barton Investment Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $938 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $268M, Shopify Inc. with a value of $199M, Amazon Com Inc with a value of $131M, Global E Online Ltd. with a value of $54.7M, and Blue Owl Capital Inc. with a value of $42.6M.

Examining the 13F form we can see an increase of $143M in the current position value, from $795M to 938M.

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

Portfolio value $938 Million
Technology: $286 Million
Communication Services: $285 Million
Consumer Cyclical: $186 Million
Financial Services: $64.4 Million
Real Estate: $52 Million
Industrials: $51.7 Million
Healthcare: $6.57 Million
ETFs: $4.18 Million
Other: $2.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$435B
$268 Million 28.56% of portfolio
300,605
Q4 2024 Reduced 1.86%
$139B
$199 Million 21.23% of portfolio
1,872,997
Q4 2024 Reduced 1.17%
$2.42T
$131 Million 14.01% of portfolio
598,826
Q4 2024 Reduced 0.88%
$9.37B
$54.7 Million 5.83% of portfolio
1,002,687
Q4 2024 Added 0.24%
$11.5B
$42.6 Million 4.54% of portfolio
1,830,219
Q4 2024 Reduced 0.25%
$83.2B
$36 Million 3.84% of portfolio
38,218
Q4 2024 Reduced 0.61%
$5.12B
$32.6 Million 3.48% of portfolio
677,123
Q4 2024 Reduced 1.25%
$14.3B
$20.5 Million 2.19% of portfolio
260,744
Q4 2024 Reduced 7.75%
$6.33B
$18.9 Million 2.02% of portfolio
335,648
Q4 2024 Added 99.37%
$14.3B
$18.5 Million 1.97% of portfolio
414,598
Q4 2024 Added 0.7%
$3.81B
$16.6 Million 1.77% of portfolio
273,082
Q4 2024 Reduced 32.21%
$86.1B
$16 Million 1.7% of portfolio
87,051
Q4 2024 Reduced 1.42%
$102B
$12.2 Million 1.3% of portfolio
142,629
Q4 2024 Reduced 1.68%
$3.09T
$11 Million 1.18% of portfolio
26,195
Q1 2024 Reduced 1.65%
$34.2B
$8.52 Million 0.91% of portfolio
58,260
Q4 2024 Reduced 8.14%
$194B
$7.58 Million 0.81% of portfolio
49,348
Q4 2024 Reduced 0.64%
$422B
$6.81 Million 0.73% of portfolio
10
Q3 2021 Reduced 99.0%
$1.22T
$3.66 Million 0.39% of portfolio
19,330
Q3 2024 Added 1.05%
$0
$3.48 Million 0.37% of portfolio
12,017
Q4 2024 Reduced 1.11%
$1.25T
$2.23 Million 0.24% of portfolio
11,700
Q1 2024 Reduced 7.29%
$398B
$2.16 Million 0.23% of portfolio
14,943
Q4 2024 Reduced 2.22%
$26.4B
$2.06 Million 0.22% of portfolio
18,256
Q4 2024 Reduced 2.25%
$325B
$1.71 Million 0.18% of portfolio
9,614
Q4 2021 Added 6.89%
$203B
$1.42 Million 0.15% of portfolio
3,200
Q1 2018 New
$445B
$1.35 Million 0.14% of portfolio
12,549
Q4 2024 Reduced 3.46%
$10.2B
$1.2 Million 0.13% of portfolio
14,195
Q3 2024 Added 1.01%
$459B
$1.21 Million 0.13% of portfolio
7,275
Q4 2022 Reduced 36.04%
$224B
$1.12 Million 0.12% of portfolio
9,894
Q3 2020 Added 10.01%
$67.6B
$1.01 Million 0.11% of portfolio
6,000
Q3 2023 New
$434B
$938,000 0.1% of portfolio
1,024
Q4 2021 Added 36.53%
$250B
$811,000 0.09% of portfolio
8,158
Q4 2021 Reduced 2.11%
$206B
$700,000 0.07% of portfolio
6,289
Q3 2023 Reduced 4.04%
$299B
$647,000 0.07% of portfolio
4,819
Q4 2024 Added 7.09%
$237B
$514,000 0.05% of portfolio
1,735
Q4 2024 Reduced 8.68%
$0
$491,000 0.05% of portfolio
839
Q2 2024 Reduced 18.86%
$1.55T
$451,000 0.05% of portfolio
765
Q2 2023 New
$126B
$409,000 0.04% of portfolio
1,400
Q4 2020 New
$89.8B
$298,000 0.03% of portfolio
1,080
Q4 2023 Reduced 27.9%
$149B
$258,000 0.03% of portfolio
9,731
Q4 2024 Added 0.16%
$249B
$252,000 0.03% of portfolio
4,265
Q4 2024 New
$89.6B
$249,000 0.03% of portfolio
1,075
Q4 2024 New
$23.4B
$230,000 0.02% of portfolio
2,250
Q3 2024 New
$8.45B
$213,000 0.02% of portfolio
1,200
Q1 2018 New
$0
$209,000 0.02% of portfolio
1,235
Q3 2024 New
$32.7B
$199,000 0.02% of portfolio
2,300
Q4 2024 Reduced 4.17%
$266B
$229,000 0.02% of portfolio
2,535
Q3 2024 New
Berkshire Hathaway Cl B
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.56%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $938 Million
  • Prior Value $795 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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