Barton Investment Management
•CIK: 1387818•Filing: Q4 2025
**Barton Investment Management** manages $928M across a portfolio of 52 positions, exhibiting a concentrated, growth-oriented mandate. The fund's largest allocations are weighted toward technology and e-commerce leaders, notably SHOP at $264.1M and NFLX at $222.4M. Further significant exposure includes AMZN ($116.7M) and IVZ ($42.4M), indicating a focus on high-growth digital infrastructure and market disruptors. This positioning suggests a conviction in secular growth trends within the technology sector.
Total AUM
$928.1M
QoQ Performance
-5.5%
Positions
50
Top 10 Concentration
85.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SHOP
NFLX
AMZN
SHOP28.5%
NFLX24.0%
AMZN12.6%
GLBE4.6%
OWL3.1%
EQIX2.9%
AL2.8%
KVYO2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.6%
Communication24.0%
Consumer12.7%
Real Estate4.4%
Technology4.4%
Financial0.9%
Healthcare0.9%
Energy0.2%
Changes from Q3 2025
NEW1 new position
↑13 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023