Barton Investment Management Portfolio Holdings
Barton Investment Management
- $795 Million
- Q3 2024
Barton Investment Management has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $795 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $217M, Shopify Inc. with a value of $152M, Amazon Com Inc with a value of $113M, Global E Online Ltd. with a value of $38.5M, and Blue Owl Capital Inc. with a value of $35.6M.
Examining the 13F form we can see an increase of $47.4M in the current position value, from $747M to 795M.
Below you can find more details about Barton Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$795 Million
Technology: $235 Million
Communication Services: $233 Million
Consumer Cyclical: $151 Million
Financial Services: $56.5 Million
Real Estate: $54.7 Million
Industrials: $48.4 Million
Healthcare: $7.6 Million
ETFs: $5.52 Million
Other: $2.63 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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