BI

Barton Investment Management

13F
Barton Investment Management
Last update 2024-10-17 48 Stocks (6 new)
Value $795.00 Mil Turnover 1 %
Countries:
Top Holdings: NFLX(27.34%)SHOP(19.11%)AMZN(14.16%)GLBE(4.84%)OWL(4.47%)
Portfolio Report
Summary Stock Picks Current Portfolio
Barton Investment Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NFLX 		Netflix Inc
306,316
217260.750
-0.95%
27.340
-0.26%
0.070
+27.63%
+56.90%
326539.528
Media - Diversified
SHOP 		Shopify Inc
1,895,137
151876.280
-0.57%
19.110
-0.10%
0.150
+52.26%
+2.14%
102231.440
Software
AMZN 		Amazon.com Inc
604,116
112564.940
-0.60%
14.160
-0.09%
0.010
+23.90%
+31.30%
2097744.696
Retail - Cyclical
GLBE 		Global E Online Ltd
1,000,284
38450.920
+0.91%
4.840
+0.04%
0.600
+21.84%
-1.89%
6492.656
Retail - Cyclical
OWL 		Blue Owl Capital Inc
1,834,805
35521.830
+1.11%
4.470
+0.05%
0.330
+36.17%
+47.03%
11957.843
Asset Management
EQIX 		Equinix Inc
38,451
34130.260
-0.45%
4.290
-0.02%
0.040
+18.93%
+14.61%
87706.797
REITs
AL 		Air Lease Corp
685,668
31053.890
+0.54%
3.910
+0.02%
0.620
+11.26%
+9.02%
5023.097
Business Services
BL 		BlackLine Inc
402,836
22212.380
-19.87%
2.790
-0.64%
0.650
+27.98%
-10.33%
3481.183
Software
OKTA 		Okta Inc
282,638
21011.310
-1.57%
2.640
-0.06%
0.170
-10.60%
-18.18%
12581.682
Software
AMT 		American Tower Corp
88,309
20537.140
-1.59%
2.580
-0.04%
0.020
-4.77%
+1.51%
99929.838
REITs

Barton Investment Management's Historical Top Holdings Breakdowns

Barton Investment Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GTLB 		GitLab Inc2024-09-30New Buy
+1.09%
●
40.84 ($49.97) 56.2
$56.42
12.91%
New holding
168,358
168,358
BL 		BlackLine Inc2024-09-30Reduce
-0.64%
●
43.75 ($49.23) 55.14
$55.99
13.73%
Reduce -19.87%
402,836
-99,896
BRK.A 		Berkshire Hathaway Inc2024-09-30Reduce
-0.58%
●
610460 ($663906) 715910
$666,684.00
0.42%
Reduce -99.91%
10
-10,715
NFLX 		Netflix Inc2024-09-30Reduce
-0.26%
●
598.55 ($668.77) 722.26
$763.91
14.23%
Reduce -0.95%
306,316
-2,935
SHOP 		Shopify Inc2024-09-30Reduce
-0.10%
●
52.26 ($69.07) 80.75
$79.57
15.20%
Reduce -0.57%
1,895,137
-10,892
AMZN 		Amazon.com Inc2024-09-30Reduce
-0.09%
●
161.02 ($182.46) 200
$199.50
9.34%
Reduce -0.6%
604,116
-3,630
PYPL 		PayPal Holdings Inc2024-09-30Reduce
-0.09%
●
57.22 ($66.89) 80.08
$79.25
18.48%
Reduce -7.67%
145,064
-12,046
OKTA 		Okta Inc2024-09-30Reduce
-0.06%
●
71 ($87.38) 100.39
$74.07
-15.23%
Reduce -1.57%
282,638
-4,517
OWL 		Blue Owl Capital Inc2024-09-30Add
+0.05%
●
15.81 ($17.86) 19.83
$21.31
19.32%
Add 1.11%
1,834,805
20,165
AMT 		American Tower Corp2024-09-30Reduce
-0.04%
●
192.27 ($221.73) 242.83
$213.85
-3.55%
Reduce -1.59%
88,309
-1,423

Barton Investment Management Total Holding History ($B)

To

Barton Investment Management's Asset Allocation

To

Barton Investment Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Barton Investment Management's Hypothetical Growth since 2024-09-30

Barton Investment Management's Yearly Returns

Year Portfolio % % Excess Gain %

Barton Investment Management's Holdings Heat Map

Size field:

Barton Investment Management's Holdings Bubble Chart

Barton Investment Management News

  • 1

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