Barton Investment Management Q1 2023 vs. Q2 2023 13F Holdings Comparison

Netflix, Shopify, and Amazon Lead the Way in Barton Investment Management's Q2 2023 Holdings

In the ever-evolving world of investment management, monitoring changes in holdings is crucial for making informed decisions. Barton Investment Management, a renowned player in the industry, recently released its 13F holdings comparison for Q1 2023 and Q2 2023. This insightful report sheds light on the shifts in holdings and unveils some interesting trends. Let's delve into the details and discover the companies that grabbed Barton Investment Management's attention during this period.

One of the most notable changes in Barton Investment Management's 13F holdings is the increase in Netflix (NFLX) shares. In Q2 2023, Barton Investment Management held 365,965 shares worth a whopping $161,203, marking a 25.9% increase compared to the previous quarter. Clearly, Barton Investment Management recognizes the growth potential of the streaming giant and has placed its bets accordingly.

Another company that caught Barton Investment Management's eye is Shopify (SHOP). With 2,094,513 shares worth $135,305, Barton Investment Management continues to believe in the e-commerce platform's long-term prospects. This represents a marginal decrease of 0.48% in shares but still a significant position in the portfolio.

Amazon (AMZN), the e-commerce behemoth, remains a steadfast choice for Barton Investment Management. Despite a minor decrease of 0.82% in shares, the investment firm held onto 699,664 shares worth $91,208. This shows the confidence Barton Investment Management has in Amazon's ability to navigate the changing economic landscape.

In contrast, BlackLine Inc. (BL) saw a slight increase of 0.69% in Barton Investment Management's holdings. With 606,380 shares valued at $32,635, BlackLine Inc. holds promise for the future. Similarly, Equinix Inc. (EQIX) witnessed a modest increase of 0.04% in shares held by Barton Investment Management. With 39,519 shares worth $30,980, Equinix Inc. remains an intriguing investment opportunity.

Moving on to the transportation sector, Air Lease Corp (AL) experienced a 7.3% increase in shares held by Barton Investment Management. Boasting 739,544 shares valued at $30,949, Air Lease Corp demonstrates resilience and potential for growth.

Global E Online Ltd (GLBE) witnessed a significant surge in interest from Barton Investment Management, with a remarkable 43% increase in shares held. Valued at $28,603, the 698,676 shares in Barton Investment Management's portfolio highlight the investment firm's confidence in Global E's performance.

On the other hand, PayPal Holdings Inc (PYPL) experienced a slight decrease of 12.2% in shares held by Barton Investment Management. This does not necessarily indicate a lack of confidence in the payment giant, as market dynamics often influence such shifts.

The technology sector also witnessed noteworthy changes in Barton Investment Management's holdings. Okta Inc (OKTA) experienced a decline of 13.4% in shares held. However, Barton Investment Management still retains 268,930 shares valued at $18,650, indicating its belief in Okta's future prospects.

Blue Owl Capital Inc (OWL), the diversified alternative asset management firm, intrigued Barton Investment Management, leading to a substantial increase of 27% in shares held. With 1,408,630 shares worth $16,410, OWL adds another exciting dimension to Barton Investment Management's portfolio.

While these companies highlight only a fraction of Barton Investment Management's full holdings, they offer valuable insights into the investment firm's strategies and focus areas. Barton Investment Management's diversified portfolio reflects the importance of analyzing a wide array of companies from various sectors.

It is worth noting that the 13F filings provide a snapshot of a company's holdings and are required to be filed quarterly by institutional investors with at least $100 million in assets under management. These filings offer transparency into the decisions made by investment management firms, enabling investors to gauge their investment strategies.

In conclusion, Barton Investment Management's Q1 2023 vs. Q2 2023 13F holdings comparison showcases their dynamic approach to investment management. With companies like Netflix, Shopify, and Amazon leading the way, it's clear that Barton Investment Management keeps a close eye on burgeoning sectors and emerging trends. As the investment landscape evolves, monitoring these changes plays a crucial role in staying ahead in the game.