Barton Investment Management Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$814.1B
Holdings
46
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 249,532 | $232.7B | 28.58% | |
| 2 | SHOPSHOPIFY INC | 1,728,376 | $165.0B | 20.27% | |
| 3 | AMZNAMAZON COM INC | 519,897 | $98.9B | 12.15% | |
| 4 | OWLBLUE OWL CAPITAL INC | 1,906,794 | $38.2B | 4.69% | |
| 5 | GLBEGLOBAL E ONLINE LTD | 1,036,767 | $37.0B | 4.54% | |
| 6 | ALAIR LEASE CORP | 668,418 | $32.3B | 3.97% | |
| 7 | EQIXEQUINIX INC | 37,628 | $30.7B | 3.77% | |
| 8 | OKTAOKTA INC | 258,648 | $27.2B | 3.34% | |
| 9 | GTLBGITLAB INC | 439,253 | $20.6B | 2.54% | |
| 10 | GFLGFL ENVIRONMENTAL INC | 417,878 | $20.2B | 2.48% | |
| 11 | AMTAMERICAN TOWER CORP NEW | 85,463 | $18.6B | 2.28% | |
| 12 | BLBLACKLINE INC | 222,989 | $10.8B | 1.33% | |
| 13 | MSFTMICROSOFT CORP | 25,775 | $9.7B | 1.19% | |
| 14 | PYPLPAYPAL HLDGS INC | 132,814 | $8.7B | 1.06% | |
| 15 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $8.0B | 0.98% | |
| 16 | EAELECTRONIC ARTS INC | 53,965 | $7.8B | 0.96% | |
| 17 | QCOMQUALCOMM INC | 48,727 | $7.5B | 0.92% | |
| 18 | AAPLAPPLE INC | 29,194 | $6.5B | 0.80% | |
| 19 | —BERKSHIRE HATHAWAY Cl B | 10,450 | $5.6B | 0.68% | |
| 20 | VTIVANGUARD INDEX FDS | 11,717 | $3.2B | 0.40% | |
| 21 | GOOGLALPHABET INC | 19,320 | $3.0B | 0.37% | |
| 22 | JNJJOHNSON & JOHNSON | 14,943 | $2.5B | 0.30% | |
| 23 | ABBVABBVIE INC | 9,614 | $2.0B | 0.25% | |
| 24 | GOOGALPHABET INC | 10,825 | $1.7B | 0.21% | |
| 25 | TROWPRICE T ROWE GROUP INC | 17,170 | $1.6B | 0.19% | |
| 26 | XOMEXXON MOBIL CORP | 12,549 | $1.5B | 0.18% | |
| 27 | VGSHVANGUARD SCOTTSDALE FDS | 24,919 | $1.5B | 0.18% | |
| 28 | ABTABBOTT LABS | 9,894 | $1.3B | 0.16% | |
| 29 | ADBEADOBE INC | 3,200 | $1.2B | 0.15% | |
| 30 | DASHDOORDASH INC | 6,000 | $1.1B | 0.13% | |
| 31 | COSTCOSTCO WHSL CORP NEW | 1,024 | $968.5M | 0.12% | |
| 32 | ORCLORACLE CORP | 6,585 | $920.6M | 0.11% | |
| 33 | MRKMERCK & CO INC | 8,158 | $732.3M | 0.09% | |
| 34 | BILLBILL HOLDINGS INC | 13,870 | $636.5M | 0.08% | |
| 35 | DISDISNEY WALT CO | 6,289 | $620.7M | 0.08% | |
| 36 | SPYSPDR S&P 500 ETF TR | 839 | $469.3M | 0.06% | |
| 37 | AXPAMERICAN EXPRESS CO | 1,735 | $466.8M | 0.06% | |
| 38 | METAMETA PLATFORMS INC | 765 | $440.9M | 0.05% | |
| 39 | ADPAUTOMATIC DATA PROCESSING IN | 1,400 | $427.7M | 0.05% | |
| 40 | NVDANVIDIA CORPORATION | 3,920 | $424.9M | 0.05% | |
| 41 | CITHE CIGNA GROUP | 1,080 | $355.3M | 0.04% | |
| 42 | CSCOCISCO SYS INC | 4,265 | $263.2M | 0.03% | |
| 43 | PFEPFIZER INC | 9,748 | $247.0M | 0.03% | |
| 44 | WMTWALMART INC | 2,535 | $222.5M | 0.03% | |
| 45 | NTRSNORTHERN TR CORP | 2,250 | $222.0M | 0.03% | |
| 46 | VTVVANGUARD INDEX FDS | 1,235 | $213.3M | 0.03% |