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 ETFs Only

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

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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