Skip to content

13F-HR filed by Barton Investment Management

Barton Investment Management filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-10-16, with 45 holding rows worth $619,281,668.

Accession
0001387818-23-000004
Filed
2023-10-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 45 entries on the cover page, a total value of $619,281,668 stated on the cover page (in dollars after the unit check, H1), rows summing to $619,281,668 with VALUE read as dollars as filed, 13F file number 028-12324. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Netflix, Inc64110L106COM364,889$137,782,087dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS2,098,171$114,497,192dollars as filed
Amazon.com, Inc023135106COM703,019$89,367,776dollars as filed
BLACKLINE, INC.09239B109COM586,024$32,506,752dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS794,683$31,580,703dollars as filed
AIR LEASE CORP00912X302CL A749,925$29,554,537dollars as filed
EQUINIX INC COM29444U700REIT39,485$28,676,377dollars as filed
OKTAINCCLASSA679295105STOK280,615$22,872,929dollars as filed
BLUE OWL CAPITAL INC COM CL A09581B103Stock1,556,358$20,170,400dollars as filed
PAYPALHLDGSINC70450Y103STOK341,002$19,934,977dollars as filed
American Tower Corporation03027X100COM107,586$17,692,518dollars as filed
GFL ENVIRONMENTAL INC SUB VTG SHS36168Q104Stock344,950$10,955,612dollars as filed
ELECTRONIC ARTS INC COM285512109Stock77,333$9,310,894dollars as filed
Microsoft Corp594918104COM26,635$8,410,002dollars as filed
Qualcomm Incorporated747525103COM52,851$5,869,633dollars as filed
Apple Inc037833100COM32,969$5,644,623dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A10$5,314,770dollars as filed
BERKSHIRE HATHAWAY INC DEL084670207CLB10,740$3,762,222dollars as filed
VTI922908769COM12,884$2,736,691dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM19,130$2,503,352dollars as filed
Johnson & Johnson478160104COM15,318$2,385,779dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock19,256$2,019,377dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM12,620$1,663,947dollars as filed
Adobe Inc00724F101COM3,200$1,631,680dollars as filed
EXXON MOBIL CORP30231G102COM12,999$1,528,423dollars as filed
AbbVie,Inc.00287Y109COM9,614$1,433,063dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS19,604$1,129,191dollars as filed
Abbott Laboratories002824100COM9,894$958,234dollars as filed
Merck & Co.,Inc.58933Y105COM8,158$839,867dollars as filed
BILL HOLDINGS INC090043100COM7,617$826,978dollars as filed
Oracle Corporation68389X105COM7,275$770,568dollars as filed
SPY78462F103SHS1,391$594,625dollars as filed
Costco Wholesale Corporation22160K105COM1,024$578,520dollars as filed
Walt Disney Co254687106COM6,289$509,724dollars as filed
DOORDASH INC CL A25809K105Stock6,000$476,820dollars as filed
Cigna Corporation125523100COM1,498$428,533dollars as filed
Automatic Data Processing,Inc.053015103COM1,400$336,812dollars as filed
ICU MED INC44930G107COM2,500$297,525dollars as filed
Pfizer Inc.717081103COM8,700$288,579dollars as filed
American Express Company025816109COM1,900$283,461dollars as filed
NORTHERN TR CORP COM665859104Stock3,850$267,498dollars as filed
TELEFLEX INCORPORATED879369106COM1,200$235,692dollars as filed
META PLATFORMS INC CL A30303M102COM765$229,661dollars as filed
NVIDIA Corp67066G104COM500$217,495dollars as filed
Caterpillar Inc.149123101COM753$205,569dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001387818-23-000004this filing2023-10-16acceptance time not in the bulk data set