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The Analysis of Barton Investment Management's Holdings & P&L

Currently, Barton Investment Management holds 54 types of securities in its portfolio with a total value $797.3M. In the most recent quarter, they have increased their positions in KVYO (+380.0K shares, valued at $7.4M), TBLL (+20.4K shares, valued at $2.2M), RPRX (+18.9K shares, valued at $905.4K); decreased their positions in SHOP (-37.5K shares, valued at $4.4M), AL (-63.2K shares, valued at $4.1M), NFLX (-28.8K shares, valued at $2.8M); initiated new positions in TBLL (+20.4K shares, valued at $2.2M), RPRX (+18.9K shares, valued at $905.4K), QXO (+22.3K shares, valued at $433.2K).

1M P&L

-33.0M-4.15%

3M P&L

+14.1M+1.88%

HY P&L

-139.4M-15.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Entertainment225.9M

28.7%

2Software - Application197.5M

25.1%

3Internet Retail137.1M

17.4%

Top Industries by Stock Count

1N/A8 stocks

16.3%

2Software - Application5 stocks

10.2%

3Software - Infrastructure5 stocks

10.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NFLX NETFLIX INC.2.3M shares-1.21%2026-03-312026-04-20

SHOP SHOPIFY INC1.6M shares-2.28%2026-03-312026-04-20

AMZN AMAZON COM INC497.2K shares-1.67%2026-03-312026-04-20

GLBE GLOBAL E ONLINE LTD1.1M shares0.83%2026-03-312026-04-20

EQIX EQUINIX INC32.8K shares-6.85%2026-03-312026-04-20

AL AIR LEASE CORP340.0K shares-15.68%2026-03-312026-04-20

KVYO KLAVIYO INC1.1M shares56.71%2026-03-312026-04-20

OWL BLUE OWL CAPITAL INC2.0M shares4.64%2026-03-312026-04-20

Sponsored

OKTA OKTA INC226.6K shares-9.69%2026-03-312026-04-20

GFL GFL ENVIRONMENTAL INC419.5K shares-0.16%2026-03-312026-04-20

AMT AMERICAN TOWER CORP78.4K shares-0.98%2026-03-312026-04-20

GTLB GITLAB INC554.9K shares-0.66%2026-03-312026-04-20

MSFT MICROSOFT CORP24.4K shares-0.18%2026-03-312026-04-20

EA ELECTRONIC ARTS INC43.7K shares-10.94%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2026-03-312026-04-20

AAPL APPLE INC24.9K shares-2.13%2026-03-312026-04-20

Sponsored

BL BLACKLINE INC158.6K shares-0.97%2026-03-312026-04-20

ALPHABET INC ALPHABET INC19.2K shares-0.85%2026-03-312026-04-20

BRK.B BERKSHIRE HATHAWAY CL B10.3K shares-2.01%2026-03-312026-04-20

PYPL PAYPAL HLDGS INC106.7K shares-8.98%2026-03-312026-04-20

QCOM QUALCOMM INC36.8K shares-21.84%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON14.2K shares-4.15%2026-03-312026-04-20

VTI VANGUARD INDEX FDS10.6K shares-1.26%2026-03-312026-04-20

ALPHABET INC ALPHABET INC10.6K shares0.00%2026-03-312026-04-20

Sponsored

TBLL INVESCO EXCH TRADED FD TR II20.4K sharesnew addition2026-03-312026-04-20

SYM SYMBOTIC INC36.8K shares20.08%2026-03-312026-04-20

ABBV ABBVIE INC7.6K shares-21.18%2026-03-312026-04-20

VGSH VANGUARD SCOTTSDALE FDS25.9K shares-2.46%2026-03-312026-04-20

TROW PRICE T ROWE GROUP INC16.4K shares0.00%2026-03-312026-04-20

XOM EXXON MOBIL CORP8.2K shares-33.73%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION1.0K shares0.00%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC8.2K shares0.00%2026-03-312026-04-20

Sponsored

RPRX ROYALTY PHARMA PLC18.9K sharesnew addition2026-03-312026-04-20

DASH DOORDASH INC6.0K shares0.00%2026-03-312026-04-20

ORCL ORACLE CORP5.8K shares0.00%2026-03-312026-04-20

ABT ABBOTT LABORATORIES7.9K shares-20.58%2026-03-312026-04-20

ADBE ADOBE INC3.2K shares0.00%2026-03-312026-04-20

NVDA NVIDIA CORPORATION3.7K shares-8.72%2026-03-312026-04-20

DIS DISNEY WALT CO6.3K shares0.00%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T839 shares0.00%2026-03-312026-04-20

Sponsored

BILL HOLDINGS INC BILL HOLDINGS INC14.2K shares-6.19%2026-03-312026-04-20

VRT VERTIV HOLDINGS CO2.1K shares-5.66%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO1.5K shares-1.23%2026-03-312026-04-20

QXO QXO INC22.3K sharesnew addition2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR16.8K shares0.00%2026-03-312026-04-20

CSCO CISCO SYS INC5.1K shares19.11%2026-03-312026-04-20

META META PLATFORMS INC629 shares-19.26%2026-03-312026-04-20

WMT WALMART INC2.5K shares0.00%2026-03-312026-04-20

Sponsored

NTRS NORTHERN TR CORP2.3K shares0.00%2026-03-312026-04-20

BROADCOM INC BROADCOM INC995 shares0.00%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2026-03-312026-04-20

PFE PFIZER INC9.7K shares-0.85%2026-03-312026-04-20

VTV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-20

ADI ANALOG DEVICES INC735 sharesnew addition2026-03-312026-04-20

NFLX

NETFLIX INC.

-1.21%

Shares2.3M

Event2026-03-31

Filed2026-04-20

SHOP

SHOPIFY INC

-2.28%

Shares1.6M

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-1.67%

Shares497.2K

Event2026-03-31

Filed2026-04-20

GLBE

GLOBAL E ONLINE LTD

0.83%

Shares1.1M

Event2026-03-31

Filed2026-04-20

EQIX

EQUINIX INC

-6.85%

Shares32.8K

Event2026-03-31

Filed2026-04-20

AIR LEASE CORP

-15.68%

Shares340.0K

Event2026-03-31

Filed2026-04-20

KVYO

KLAVIYO INC

56.71%

Shares1.1M

Event2026-03-31

Filed2026-04-20

OWL

BLUE OWL CAPITAL INC

4.64%

Shares2.0M

Event2026-03-31

Filed2026-04-20

OKTA

OKTA INC

-9.69%

Shares226.6K

Event2026-03-31

Filed2026-04-20

GFL

GFL ENVIRONMENTAL INC

-0.16%

Shares419.5K

Event2026-03-31

Filed2026-04-20

AMT

AMERICAN TOWER CORP

-0.98%

Shares78.4K

Event2026-03-31

Filed2026-04-20

GTLB

GITLAB INC

-0.66%

Shares554.9K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-0.18%

Shares24.4K

Event2026-03-31

Filed2026-04-20

ELECTRONIC ARTS INC

-10.94%

Shares43.7K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares10

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-2.13%

Shares24.9K

Event2026-03-31

Filed2026-04-20

BLACKLINE INC

-0.97%

Shares158.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-0.85%

Shares19.2K

Event2026-03-31

Filed2026-04-20

BRK.B

BERKSHIRE HATHAWAY CL B

-2.01%

Shares10.3K

Event2026-03-31

Filed2026-04-20

PYPL

PAYPAL HLDGS INC

-8.98%

Shares106.7K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

-21.84%

Shares36.8K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-4.15%

Shares14.2K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

-1.26%

Shares10.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-20

TBLL

INVESCO EXCH TRADED FD TR II

New

Shares20.4K

Event2026-03-31

Filed2026-04-20

SYM

SYMBOTIC INC

20.08%

Shares36.8K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-21.18%

Shares7.6K

Event2026-03-31

Filed2026-04-20

VGSH

VANGUARD SCOTTSDALE FDS

-2.46%

Shares25.9K

Event2026-03-31

Filed2026-04-20

TROW

PRICE T ROWE GROUP INC

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-33.73%

Shares8.2K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-20

RPRX

ROYALTY PHARMA PLC

New

Shares18.9K

Event2026-03-31

Filed2026-04-20

DASH

DOORDASH INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

-20.58%

Shares7.9K

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-8.72%

Shares3.7K

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares839

Event2026-03-31

Filed2026-04-20

BILL HOLDINGS INC

-6.19%

Shares14.2K

Event2026-03-31

Filed2026-04-20

VRT

VERTIV HOLDINGS CO

-5.66%

Shares2.1K

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

-1.23%

Shares1.5K

Event2026-03-31

Filed2026-04-20

QXO

QXO INC

New

Shares22.3K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

19.11%

Shares5.1K

Event2026-03-31

Filed2026-04-20