$597 Million is the total value of Barton Investment Management's 38 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PYPL | Buy | Paypal Hldgs | $37,079,000 | -9.2% | 357,939 | +0.3% | 6.22% | +1.8% |
GRUB | Buy | Grubhub | $34,969,000 | -27.1% | 622,122 | +1.1% | 5.86% | -18.3% |
BL | Buy | Blackline Inc | $28,483,000 | -7.5% | 595,750 | +3.5% | 4.77% | +3.7% |
EQIX | Buy | Equinix Inc | $27,350,000 | +14.7% | 47,417 | +0.3% | 4.58% | +28.7% |
AL | Buy | Air Lease Corp | $24,086,000 | +5.5% | 575,935 | +4.3% | 4.04% | +18.3% |
COUP | Buy | Coupa Software Inc Com | $23,219,000 | +14.4% | 179,200 | +11.8% | 3.89% | +28.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
NETFLIX INC | 42 | Q3 2023 | 35.4% |
AMERICAN TOWER CORP NEW | 42 | Q3 2023 | 10.7% |
ELECTRONIC ARTS INC | 42 | Q3 2023 | 8.2% |
AIR LEASE CORP | 42 | Q3 2023 | 5.6% |
QUALCOMM INC | 42 | Q3 2023 | 13.2% |
T Rowe Price Group | 42 | Q3 2023 | 2.4% |
EXXON MOBIL CORP | 42 | Q3 2023 | 2.7% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 1.4% |
MICROSOFT CORP | 42 | Q3 2023 | 1.4% |
ABBVIE INC | 42 | Q3 2023 | 0.4% |
View Barton Investment Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR/A | 2024-01-24 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-20 |
View Barton Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.