Managers / Q1 2024 · view latest →
Barton Investment Management
CIK 0001387818 · ONE TOWER BRIDGE, 100 FRONT STREET, SUITE 980, WEST CONSHOHOCKEN, PA, 19428 · 610-226-4040
Reported Value
$824M
Q1 2024
Positions
46
Filings on Record
32
2019–present window
Filed
Apr 26, 2024
original filing
Summary
Barton Investment Management reported $824M in U.S.-listed holdings across 46 positions for Q1 2024.
The portfolio is heavily concentrated: NFLX alone accounts for 25.5% of reported value.
Compared with Q4 2023, the fund opened 1 new position and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $797M | 54 | Apr 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $928M | 52 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $982M | 51 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $965M | 48 | Jul 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $814M | 46 | Apr 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $943M | 48 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $800M | 49 | Oct 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $752M | 43 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $824M | 46 | Apr 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $763M | 47 | Jan 24, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $619M | 45 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $666M | 44 | Jul 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $568M | 42 | Apr 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $508.7B | 43 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $492M | 41 | Oct 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $495M | 41 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $789M | 41 | Apr 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.2B | 43 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.2B | 40 | Oct 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 41 | Jul 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.1B | 39 | Apr 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 40 | Jan 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.0B | 41 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $983M | 40 | Aug 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $645M | 39 | Apr 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $644M | 42 | Jan 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $597M | 38 | Oct 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $669M | 40 | Jul 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $599M | 40 | Apr 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $501M | 41 | Jan 22, 2019 | RESTATEMENT | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.