Barton Investment Management has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $820 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 $210M, Shopify Inc. with a value of $158M, Amazon Com Inc with a value of $123M, Air Lease Corp with a value of $38.1M, and Blackline, Inc. with a value of $37M.

Examining the 13F form we can see an increase of $60.9M in the current position value, from $759M to 820M.

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

Portfolio value $820 Million
Technology: $256 Million
Communication Services: $226 Million
Consumer Cyclical: $158 Million
Financial Services: $59.1 Million
Industrials: $52.8 Million
Real Estate: $52.3 Million
Healthcare: $7.55 Million
ETFs: $5.26 Million
Other: $2.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 46
  • Current Value $820 Million
  • Prior Value $759 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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