Barton Investment Management
CIK 1387818 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $738.2M
- Posisi
- 60
- Per tanggal
- 30 Juni 2026
#2.989 dari 9.443 berdasarkan nilai 13F · top 31.7%
Nilai portofolio QoQ: -7.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 84,97%
- Bobot 25 kepemilikan teratas
- 96,89%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 7,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,02% Perkiraan pembelian $7.861.590 · penjualan $38.646.912
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 95,2% masih dipegang
- Posisi baru
- 7
- Meningkat
- 10
- Menurun
- 20
- Tertutup
- 1
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: -20.6% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 94,8% · Opsi dikecualikan: 0,0%
Rincian sektor
Technology
37,3%
Communication Services
24,9%
Retail
21,0%
Real Estate
6,2%
Financial Services
3,4%
Industrials
2,6%
Healthcare
1,2%
Energy
0,2%
Consumer Discretionary
0,2%
Communications
0,1%
Lainnya/Tidak terpetakan
2,9%
Portofolio lengkap 60 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $180.473.023 | 24,45% | 1.580.601 | $-9.669.974 | Turun ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $163.052.967 | 22,09% | 2.283.655 | $-62.222.830 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $116.031.539 | 15,72% | 486.832 | $12.471.780 | Turun ×6 | ||
| GLBE Global-E Online Ltd. - ordinary shares | $37.832.570 | 5,13% | 1.089.334 | $4.261.168 | Naik ×3 | ||
| EQIX Equinix, Inc. - Common Stock | $33.253.284 | 4,50% | 31.901 | $1.062.202 | Turun ×4 | ||
| OKTA Okta, Inc. - Class A Common Stock | $29.235.641 | 3,96% | 214.259 | $11.401.844 | Turun ×2 | ||
| KVYO Klaviyo, Inc. Series A Common Stock | $18.974.781 | 2,57% | 1.256.608 | $-1.459.231 | Naik ×3 | ||
| OWL Blue Owl Capital Inc. Class A Common Stock | $18.429.711 | 2,50% | 2.106.253 | $-202.164 | Naik ×4 | ||
| GFL GFL Environmental Inc. Subordinate voting shares, no par value | $15.287.754 | 2,07% | 415.541 | $-2.212.743 | Turun ×2 | ||
| GTLB GitLab Inc. - Class A Common Stock | $14.668.322 | 1,99% | 480.456 | $2.659.355 | Turun ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $12.601.106 | 1,71% | 77.038 | $-934.862 | Turun ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $9.107.657 | 1,23% | 24.416 | $69.586 | |||
| EA Electronic Arts Inc. - Common Stock | $8.959.223 | 1,21% | 43.695 | $51.123 | |||
| BRKA | $7.488.500 | 1,01% | 10 | $307.100 | |||
| AAPL Apple Inc. - Common Stock | $7.194.069 | 0,97% | 24.862 | $884.342 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $7.032.600 | 0,95% | 38.057 | $2.293.455 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6.885.806 | 0,93% | 19.268 | $1.351.713 | Naik ×1 | ||
| BRKB | $5.131.499 | 0,70% | 10.255 | $217.303 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $4.279.138 | 0,58% | 99.100 | $-544.823 | Turun ×6 | ||
| VTI | $3.928.715 | 0,53% | 10.617 | $522.675 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.757.665 | 0,51% | 10.635 | $706.908 | |||
| JNJ Johnson & Johnson Common Stock | $3.596.978 | 0,49% | 14.163 | $125.441 | Turun ×3 | ||
| BL BlackLine, Inc. - Common Stock | $3.536.175 | 0,48% | 125.977 | $-2.333.653 | Turun ×6 | ||
| SYM Symbotic Inc. - Class A Common Stock | $2.403.027 | 0,33% | 53.460 | $444.575 | Naik ×3 | ||
| TBLL | $2.056.504 | 0,28% | 19.480 | $-99.883 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.906.928 | 0,26% | 7.578 | $258.788 | |||
| RPRX Royalty Pharma plc - Class A Ordinary Shares | $1.684.680 | 0,23% | 30.046 | $779.246 | Naik ×1 | ||
| TROW T. Rowe Price Group, Inc. - Common Stock | $1.596.208 | 0,22% | 14.040 | $114.306 | Turun ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $1.509.359 | 0,20% | 25.934 | $-8.818 | |||
| XOM Exxon Mobil Corporation Common Stock | $1.108.116 | 0,15% | 8.105 | $-289.883 | Turun ×3 | ||
| DASH DoorDash, Inc. - Common Stock | $1.107.180 | 0,15% | 6.000 | $206.280 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1.048.303 | 0,14% | 8.158 | $66.977 | |||
| COST Costco Wholesale Corporation - Common Stock | $957.922 | 0,13% | 1.024 | $-62.423 | |||
| ORCL Oracle Corporation Common Stock | $847.792 | 0,11% | 5.785 | $-3.240 | |||
| NVDA NVIDIA Corporation - Common Stock | $773.548 | 0,10% | 3.866 | $134.197 | Naik ×1 | ||
| ABT Abbott Laboratories Common Stock | $713.035 | 0,10% | 7.858 | $-93.746 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $662.944 | 0,09% | 1.980 | $140.484 | Turun ×4 | ||
| ADBE Adobe Inc. - Common Stock | $656.064 | 0,09% | 3.200 | $-121.792 | |||
| SPY SPY | $626.541 | 0,08% | 839 | $80.905 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $596.697 | 0,08% | 5.080 | $202.539 | |||
| INTC Intel Corporation - Common Stock | $540.369 | 0,07% | 3.870 | Naik ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $509.067 | 0,07% | 5.289 | $-97.067 | Turun ×1 | ||
| SCHX | $495.722 | 0,07% | 16.844 | $64.970 | Naik ×1 | ||
| AXP American Express Company Common Stock | $493.845 | 0,07% | 1.460 | $32.563 | Turun ×3 | ||
| QXO QXO, Inc. Common Stock | $475.114 | 0,06% | 27.495 | $41.950 | Naik ×1 | ||
| NTRS Northern Trust Corporation - Common Stock | $391.140 | 0,05% | 2.250 | $77.107 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $386.306 | 0,05% | 665 | Naik ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $377.528 | 0,05% | 875 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $364.569 | 0,05% | 965 | $56.574 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $354.310 | 0,05% | 629 | $-5.560 | |||
| BILL BILL Holdings, Inc. Common Stock | $336.722 | 0,05% | 9.312 | $-206.449 | Turun ×3 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $313.530 | 0,04% | 1.400 | $29.078 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $298.416 | 0,04% | 150 | Naik ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $291.920 | 0,04% | 735 | $58.087 | |||
| WMT Walmart Inc. - Common Stock | $287.115 | 0,04% | 2.535 | $-27.935 | |||
| TWLO Twilio Inc. Class A Common Stock | $271.324 | 0,04% | 1.315 | ||||
| VTV | $269.144 | 0,04% | 1.235 | $26.837 | |||
| SMH SMH | $268.915 | 0,04% | 410 | Naik ×1 | |||
| GLW Corning Incorporated Common Stock | $241.382 | 0,03% | 945 | Naik ×1 | |||
| PFE Pfizer, Inc. Common Stock | $228.353 | 0,03% | 9.483 | $-44.598 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| NFLX | Dipangkas | -59K | -$62.2M |
| AMZN | Dipangkas | -10K | +$12.5M |
| OKTA | Dipangkas | -12K | +$11.4M |
| SHOP | Dipangkas | -22K | -$9.7M |
| GLBE | Beli lebih banyak | +1K | +$4.3M |
| GTLB | Dipangkas | -74K | +$2.7M |
| BL | Dipangkas | -33K | -$2.3M |
| QCOM | Beli lebih banyak | +1K | +$2.3M |
| GFL | Dipangkas | -4K | -$2.2M |
| KVYO | Beli lebih banyak | +207K | -$1.5M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| AL | 30 Juni 2026 | 340.033 | $22.081.744 | Tidak lagi dilacak |
| CI | 31 Maret 2026 | 1.080 | $297.249 | 4,3% |
| VRT | 31 Maret 2025 | 2.300 | $261.303 | 256,6% |
| AVGO | 31 Maret 2025 | 1.075 | $249.253 | 117,5% |
| TFX | 31 Maret 2025 | 1.200 | $213.576 | -1,1% |
| TWLO | 31 Maret 2026 | 1.460 | $207.671 | 75,7% |