SEC Form 13F

Barton Investment Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$738,188,362
Positions60

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SHOPIFY INCSHOPCL A SUB VTG SHS$180,473,0231,580,601
NETFLIX INC.NFLXCOM$163,052,9672,283,655
AMAZON COM INCAMZNCOM$116,031,539486,832
GLOBAL E ONLINE LTDGLBESHS$37,832,5701,089,334
EQUINIX INCEQIXCOM$33,253,28431,901
OKTA INCOKTACL A$29,235,641214,259
KLAVIYO INCKVYOCOM SER A$18,974,7811,256,608
BLUE OWL CAPITAL INCOWLCOM CL A$18,429,7112,106,253
GFL ENVIRONMENTAL INCGFLSUB VTG SHS$15,287,754415,541
GITLAB INCGTLBCLASS A COM$14,668,322480,456

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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