Barton Investment Management Portfolio Holdings

Barton Investment Management

  • $966 Million
  • Q3 2025

Barton Investment Management has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $966 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $291M, Shopify Inc. with a value of $250M, Amazon Com Inc with a value of $113M, Global E Online Ltd. with a value of $38.3M, and Blue Owl Capital Inc. with a value of $32.5M.

Examining the 13F form we can see an increase of $5.59M in the current position value, from $960M to 966M.

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

Portfolio value $966 Million
Technology: $341 Million
Communication Services: $311 Million
Consumer Cyclical: $151 Million
Financial Services: $52.6 Million
Industrials: $50.5 Million
Real Estate: $43.7 Million
Healthcare: $7.57 Million
ETFs: $6.32 Million
Other: $2.62 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.21B
$38.3 Million 3.97% of portfolio
1,072,342
Q3 2025 Reduced 0.65%
$7.54B
$32.5 Million 3.37% of portfolio
1,920,184
Q3 2025 Added 0.7%
$7.06B
$30.1 Million 3.12% of portfolio
473,217
Q3 2025 Reduced 20.47%
$4.31B
$25.1 Million 2.6% of portfolio
556,878
Q3 2025 Reduced 1.29%
$3.12B
$8.59 Million 0.89% of portfolio
161,852
Q3 2025 Reduced 6.99%
$3.87B
$1.64 Million 0.17% of portfolio
30,425
Q3 2025 New
$5.6B
$838,000 0.09% of portfolio
15,822
Q3 2025 Added 7.44%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $966 Million
  • Prior Value $960 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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