Barton Investment Management
Long book
$797.3M
Q1 2026
Positions
54
Top-10 weight
85%
concentration
Last quarter
+0.7%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsBarton Investment Management is a concentrated fundamental stock-picker, running a $797.3M US long book across 54 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: NETFLIX INC, SHOPIFY INC - CLASS A, AMAZON.COM INC, GLOBAL-E ONLINE LTD, EQUINIX INC.
Over the last 9 quarters its long book ran on average 1.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.4%
Q2 2024
+6.9%
Q3 2024
+20.3%
Q4 2024
-6.1%
Q1 2025
+19.9%
Q2 2025
+2.5%
Q3 2025
-4.4%
Q4 2025
-13.3%
Q1 2026
+0.7%
Sector allocation
Technology 44%
Services media 31%
Consumer discretionary 14%
Financials 4%
Other 3%
Utilities 2%
Healthcare 1%
Industrials 0%
Long book by quarter
What does Barton Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NFLX NETFLIX INC | Services media | 2.3M | $225.3M | 28.3% | -1.2% |
| SHOP SHOPIFY INC - CLASS A | Technology | 1.6M | $190.1M | 23.8% | -2.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 497.2K | $103.6M | 13.0% | -1.7% |
| GLBE GLOBAL-E ONLINE LTD | Technology | 1.1M | $33.6M | 4.2% | +0.8% |
| AL AIR LEASE CORP | — | 340.0K | $22.1M | 2.8% | -15.7% |
| KVYO KLAVIYO INC-A | Technology | 1.1M | $20.4M | 2.6% | +56.7% |
| OWL BLUE OWL CAPITAL INC | Financials | 2.0M | $18.6M | 2.3% | +4.6% |
| OKTA OKTA INC | Technology | 226.6K | $17.8M | 2.2% | -9.7% |
| GFL GFL ENVIRONMENTAL INC-SUB VT | Utilities | 419.5K | $17.5M | 2.2% | -0.2% |
| GTLB GITLAB INC-CL A | Technology | 554.9K | $12.0M | 1.5% | -0.7% |
| MSFT MICROSOFT CORP | Technology | 24.4K | $9.0M | 1.1% | -0.2% |
| EA ELECTRONIC ARTS INC | Technology | 43.7K | $8.9M | 1.1% | -10.9% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 10 | $7.2M | 0.9% | Held |
| AAPL APPLE INC | Technology | 24.9K | $6.3M | 0.8% | -2.1% |
| BL BLACKLINE INC | Technology | 158.6K | $5.9M | 0.7% | -1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 19.2K | $5.5M | 0.7% | -0.9% |
| PYPL PAYPAL HOLDINGS INC | Services media | 106.7K | $4.8M | 0.6% | -9.0% |
| QCOM QUALCOMM INC | Technology | 36.8K | $4.7M | 0.6% | -21.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 14.2K | $3.5M | 0.4% | -4.2% |
| GOOG ALPHABET INC-CL C | Technology | 10.6K | $3.1M | 0.4% | Held |
| SYM SYMBOTIC INC | Industrials | 36.8K | $2.0M | 0.2% | +20.1% |
| ABBV ABBVIE INC | Healthcare | 7.6K | $1.6M | 0.2% | -21.2% |
| TROW T ROWE PRICE GROUP INC | Financials | 16.4K | $1.5M | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 8.2K | $1.4M | 0.2% | -33.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.0K | $1.0M | 0.1% | Held |
| MRK MERCK & CO. INC. | Healthcare | 8.2K | $981K | 0.1% | Held |
| RPRX ROYALTY PHARMA PLC- CL A | Healthcare | 18.9K | $905K | 0.1% | New |
| DASH DOORDASH INC - A | Services media | 6.0K | $901K | 0.1% | Held |
| ORCL ORACLE CORP | Technology | 5.8K | $851K | 0.1% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 7.9K | $807K | 0.1% | -20.6% |
| ADBE ADOBE INC | Technology | 3.2K | $778K | 0.1% | Held |
| NVDA NVIDIA CORP | Technology | 3.7K | $639K | 0.1% | -8.7% |
| DIS WALT DISNEY CO/THE | Services media | 6.3K | $606K | 0.1% | Held |
| BILL BILL HOLDINGS INC | Technology | 14.2K | $543K | 0.1% | -6.2% |
| VRT VERTIV HOLDINGS CO-A | Technology | 2.1K | $522K | 0.1% | -5.7% |
| AXP AMERICAN EXPRESS CO | Financials | 1.5K | $461K | 0.1% | -1.2% |
| QXO QXO INC | Consumer discretionary | 22.3K | $433K | 0.1% | New |
| CSCO CISCO SYSTEMS INC | Technology | 5.1K | $394K | 0.0% | +19.1% |
| META META PLATFORMS INC-CLASS A | Technology | 629 | $360K | 0.0% | -19.3% |
| WMT WALMART INC | Consumer discretionary | 2.5K | $315K | 0.0% | Held |
| NTRS NORTHERN TRUST CORP | Financials | 2.3K | $314K | 0.0% | Held |
| AVGO BROADCOM INC | Technology | 995 | $308K | 0.0% | Held |
| ADP AUTOMATIC DATA PROCESSING | Technology | 1.4K | $284K | 0.0% | Held |
| PFE PFIZER INC | Healthcare | 9.7K | $273K | 0.0% | -0.8% |
| ADI ANALOG DEVICES INC | Technology | 735 | $234K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 54 | $797.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 52 | $928.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 51 | $981.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 21, 2025 | 48 | $965.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 46 | $814.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 48 | $942.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 49 | $799.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 43 | $751.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 46 | $824.2M | canonical | SEC ↗ |
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