Barton Investment Management has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $960 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 $329M, Shopify Inc. with a value of $198M, Amazon Com Inc with a value of $113M, Blue Owl Capital Inc. with a value of $36.6M, and Global E Online Ltd. with a value of $36.2M.

Examining the 13F form we can see an increase of $149M in the current position value, from $811M to 960M.

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

Portfolio value $960 Million
Communication Services: $345 Million
Technology: $290 Million
Consumer Cyclical: $150 Million
Industrials: $56.6 Million
Financial Services: $56.1 Million
Real Estate: $48.2 Million
Healthcare: $6.65 Million
ETFs: $5.7 Million
Other: $2.61 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $960 Million
  • Prior Value $811 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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