Long-term investor
Barton Investment Management @bartoninvestmentmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001387818).
Record
- Tracked since 2025-06-30 (485 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -5.4% · 1 year -25.0% · all -25.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SHOP · 27.6% · long · since 2025-09-30
- NFLX · 19.5% · long · since 2025-09-30
- AMZN · 14.7% · long · since 2025-09-30
- OKTA · 5.3% · long · since 2025-09-30
- GLBE · 5.0% · long · since 2025-09-30
- EQIX · 3.9% · long · since 2025-09-30
- GTLB · 3.4% · long · since 2025-09-30
- KVYO · 2.6% · long · since 2025-09-30
- 09581B103 · 2.4% · long · since 2025-09-30
- GFL · 2.1% · long · since 2025-09-30
- MSFT · 1.6% · long · since 2025-09-30
- AMT · 1.5% · long · since 2025-09-30