Barton Investment Management 13F 持仓 · 2026年Q2
Barton Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 7.38 亿美元。前几大持仓：SHOP（24.45%）、NFLX（22.09%）、AMZN（15.72%）。本季前 25 大持仓中：增持 6 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHOP | SHOPIFY INC | $180.5M | 24.45% | 1.6M | 减持 |
| 2 | NFLX | NETFLIX INC. | $163.1M | 22.09% | 2.3M | 减持 |
| 3 | AMZN | AMAZON COM INC | $116.0M | 15.72% | 486,832 | 减持 |
| 4 | GLBE | GLOBAL E ONLINE LTD | $37.8M | 5.13% | 1.1M | 增持 |
| 5 | EQIX | EQUINIX INC | $33.3M | 4.50% | 31,901 | 减持 |
| 6 | OKTA | OKTA INC | $29.2M | 3.96% | 214,259 | 减持 |
| 7 | KVYO | KLAVIYO INC | $19.0M | 2.57% | 1.3M | 增持 |
| 8 | OWL | BLUE OWL CAPITAL INC | $18.4M | 2.50% | 2.1M | 增持 |
| 9 | GFL | GFL ENVIRONMENTAL INC | $15.3M | 2.07% | 415,541 | 减持 |
| 10 | GTLB | GITLAB INC | $14.7M | 1.99% | 480,456 | 减持 |
| 11 | AMT | AMERICAN TOWER CORP | $12.6M | 1.71% | 77,038 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $9.1M | 1.23% | 24,416 | 持平 |
| 13 | EA | ELECTRONIC ARTS INC | $9.0M | 1.21% | 43,695 | 持平 |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.5M | 1.01% | 10 | 持平 |
| 15 | AAPL | APPLE INC | $7.2M | 0.97% | 24,862 | 持平 |
| 16 | QCOM | QUALCOMM INC | $7.0M | 0.95% | 38,057 | 增持 |
| 17 | GOOGL | ALPHABET INC | $6.9M | 0.93% | 19,268 | 增持 |
| 18 | BRK.B | BERKSHIRE HATHAWAY CL B | $5.1M | 0.70% | 10,255 | 持平 |
| 19 | PYPL | PAYPAL HLDGS INC | $4.3M | 0.58% | 99,100 | 减持 |
| 20 | VTI | VANGUARD INDEX FDS | $3.9M | 0.53% | 10,617 | 持平 |
| 21 | GOOG | ALPHABET INC | $3.8M | 0.51% | 10,635 | 持平 |
| 22 | JNJ | JOHNSON & JOHNSON | $3.6M | 0.49% | 14,163 | 减持 |
| 23 | BL | BLACKLINE INC | $3.5M | 0.48% | 125,977 | 减持 |
| 24 | SYM | SYMBOTIC INC | $2.4M | 0.33% | 53,460 | 增持 |
| 25 | TBLL | INVESCO EXCH TRADED FD TR II | $2.1M | 0.28% | 19,480 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR