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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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