HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NETFLIX INC |
362,245 | -2,644 | $176,370 |
| NFLX | 362,245 | -2,644 | $176,370 |
| SHOPIFY INC |
2,089,533 | -8,638 | $162,775 |
| SHOP | 2,089,533 | -8,638 | $162,775 |
| AMAZON COM INC |
701,295 | -1,724 | $106,555 |
| AMZN | 701,295 | -1,724 | $106,555 |
| BLACKLINE INC |
586,171 | +147 | $36,601 |
| BL | 586,171 | +147 | $36,601 |
| GLOBAL E ONLINE LTD |
840,964 | +46,281 | $33,327 |
| GLBE | 840,964 | +46,281 | $33,327 |
| EQUINIX INC |
39,545 | +60 | $31,849 |
| EQIX | 39,545 | +60 | $31,849 |
| AIR LEASE CORP |
758,578 | +8,653 | $31,815 |
| AL | 758,578 | +8,653 | $31,815 |
| OKTA INC |
298,741 | +18,126 | $27,045 |
| OKTA | 298,741 | +18,126 | $27,045 |
| BLUE OWL CAPITAL INC |
1,665,770 | +109,412 | $24,820 |
| OWL | 1,665,770 | +109,412 | $24,820 |
| AMERICAN TOWER CORP NEW |
105,561 | -2,025 | $22,789 |
| AMT | 105,561 | -2,025 | $22,789 |
| PAYPAL HLDGS INC |
306,465 | -34,537 | $18,820 |
| PYPL | 306,465 | -34,537 | $18,820 |
| GFL ENVIRONMENTAL INC |
391,949 | +46,999 | $13,526 |
| GFL | 391,949 | +46,999 | $13,526 |
| ELECTRONIC ARTS INC |
74,353 | -2,980 | $10,172 |
| EA | 74,353 | -2,980 | $10,172 |
| MICROSOFT CORP |
26,635 | UNCH | $10,016 |
| MSFT | 26,635 | UNCH | $10,016 |
| QUALCOMM INC |
50,751 | -2,100 | $7,340 |
| QCOM | 50,751 | -2,100 | $7,340 |
| APPLE INC |
32,969 | UNCH | $6,348 |
| AAPL | 32,969 | UNCH | $6,348 |
 BERKSHIRE HATHAWAY CLASS A 1 100 |
$5,426 | ||
| BRK.A | 10 | UNCH | $5,426 |
| ANTERO MIDSTREAM CORP |
358,193 | +358,193 | $4,488 |
| AM | 358,193 | +358,193 | $4,488 |
| BERKSHIRE HATHAWAY CLASS B |
10,740 | UNCH | $3,831 |
| COM | 10,740 | UNCH | $3,831 |
| BERKSHIRE HATHAWAY CLASS B |
10,740 | +10,740 | $3,831 |
| COM | 10,740 | +10,740 | $3,831 |
| VANGUARD INDEX FDS (VTI) |
12,884 | UNCH | $3,056 |
| VTI | 12,884 | UNCH | $3,056 |
| ALPHABET INC |
19,130 | UNCH | $2,672 |
| GOOGL | 19,130 | UNCH | $2,672 |
| JOHNSON & JOHNSON |
15,318 | UNCH | $2,401 |
| JNJ | 15,318 | UNCH | $2,401 |
| PRICE T ROWE GROUP INC |
19,106 | -150 | $2,058 |
| TROW | 19,106 | -150 | $2,058 |
| ADOBE INC |
3,200 | UNCH | $1,909 |
| ADBE | 3,200 | UNCH | $1,909 |
| ALPHABET INC |
12,620 | UNCH | $1,779 |
| GOOG | 12,620 | UNCH | $1,779 |
| FREEPORT MCMORAN INC |
40,000 | +40,000 | $1,703 |
| FCX | 40,000 | +40,000 | $1,703 |
| ABBVIE INC |
9,614 | UNCH | $1,490 |
| ABBV | 9,614 | UNCH | $1,490 |
| EXXON MOBIL CORP |
12,999 | UNCH | $1,300 |
| XOM | 12,999 | UNCH | $1,300 |
| BILL HOLDINGS INC |
14,377 | +6,760 | $1,173 |
| BILL | 14,377 | +6,760 | $1,173 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
19,604 | UNCH | $1,144 |
| VGSH | 19,604 | UNCH | $1,144 |
| ABBOTT LABS |
9,894 | UNCH | $1,089 |
| ABT | 9,894 | UNCH | $1,089 |
| MERCK & CO INC |
8,158 | UNCH | $889 |
| MRK | 8,158 | UNCH | $889 |
| ORACLE CORP |
7,275 | UNCH | $767 |
| ORCL | 7,275 | UNCH | $767 |
| COSTCO WHSL CORP NEW |
1,024 | UNCH | $676 |
| COST | 1,024 | UNCH | $676 |
| DOORDASH INC |
6,000 | UNCH | $593 |
| DASH | 6,000 | UNCH | $593 |
| DISNEY WALT CO |
6,289 | UNCH | $568 |
| DIS | 6,289 | UNCH | $568 |
| SPDR S&P 500 ETF TR (SPY) |
1,151 | -240 | $547 |
| SPY | 1,151 | -240 | $547 |
| AMERICAN EXPRESS CO |
1,900 | UNCH | $356 |
| AXP | 1,900 | UNCH | $356 |
| AUTOMATIC DATA PROCESSING IN |
1,400 | UNCH | $326 |
| ADP | 1,400 | UNCH | $326 |
| NORTHERN TR CORP |
3,850 | UNCH | $325 |
| NTRS | 3,850 | UNCH | $325 |
| THE CIGNA GROUP |
1,080 | -418 | $323 |
| CI | 1,080 | -418 | $323 |
| TELEFLEX INCORPORATED |
1,200 | UNCH | $299 |
| TFX | 1,200 | UNCH | $299 |
| META PLATFORMS INC |
765 | UNCH | $271 |
| META | 765 | UNCH | $271 |
| PFIZER INC |
8,700 | UNCH | $250 |
| PFE | 8,700 | UNCH | $250 |
| ICU MED INC |
2,500 | UNCH | $249 |
| ICUI | 2,500 | UNCH | $249 |
| NVIDIA CORPORATION |
500 | UNCH | $248 |
| NVDA | 500 | UNCH | $248 |
See Full List: All Stocks Held By Barton Investment Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Barton Investment Management
|
Size ($ in 1000's)
At 12/31/2023: $766,428 At 09/30/2023: $619,286 Barton Investment Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Barton Investment Management 13F filings. Link to 13F filings: SEC filings |
