Barton Investment Management's Q4 2022 vs. Q1 2023: An In-depth Look into 13F Holdings

Barton Investment Management has recently filed its 13F Form for Q4 2022 and Q1 2023. The document provides an insight into the investment firm's equity holdings for the covered periods, including the option type, shares, and value of each holding. In this blog post, we will analyze the changes in their portfolio and what it means for the company and investors.

First up on the list is Netflix Inc. Barton Investment Management owned 388,219 shares of the company in Q4 2022, which decreased to 370,563 shares in Q1 2023, representing an 11.8% decrease. The value of their shares also decreased from $114,478,000 to $128,022,000. Although the percentage change may seem significant, Netflix is still one of the top holdings of Barton Investment Management.

The second-highest holding of the investment firm is Shopify Inc. In Q4 2022, the company held 2,141,353 shares, which decreased to 2,104,694 shares in Q1 2023. However, the value of their shares increased from $74,326,000 to $100,899,000, representing a 35.8% increase. Shopify has been on the rise in the stock market, and it seems like Barton Investment Management plans to hold onto the company's shares for the foreseeable future.

Next on the list is Amazon.com Inc. Barton Investment Management held 718,592 shares in Q4 2022, which decreased to 705,428 shares in Q1 2023, indicating a 20.7% increase in value. Even though the percentage change is not significant, the investment firm still holds significant shares in the e-commerce giant.

BlackLine Inc., a financial software company, saw a 1.5% decrease in shares held by Barton Investment Management. They owned 610,579 shares in Q4 2022, which decreased to 602,196 shares in Q1 2023. Similarly, the value of their shares also decreased from $41,073,000 to $40,437,000.

Air Lease Corp, an aircraft leasing company, is the fifth-highest holding of Barton Investment Management. The investment firm held 741,824 shares in Q4 2022 and 732,597 shares in Q1 2023, indicating a 1.2% increase in shares held. The value of their shares increased from $28,500,000 to $28,842,000.

Equinix Inc., a data center real estate investment trust, saw a 9.1% increase in value, with Barton Investment Management holding 39,862 shares in Q4 2022 and 39,505 shares in Q1 2023. The value of their shares increased from $26,110,000 to $28,484,000.

PayPal Holdings Inc., a digital payments platform, saw a 5.7% increase in value. The company held 346,430 shares in Q4 2022 and 343,430 shares in Q1 2023, with the value of their shares increasing from $24,672,000 to $26,080,000.

American Tower Corp New, a wireless communication infrastructure company, saw a 4.9% decrease in value, with Barton Investment Management holding 113,631 shares in Q4 2022 and 112,043 shares in Q1 2023. The value of their shares decreased from $24,073,000 to $22,894,000.

Okta Inc., an identity and access management company, saw a significant increase in value, with Barton Investment Management holding 244,697 shares in Q4 2022 and 249,625 shares in Q1 2023. The value of their shares increased from $16,720,000 in Q4 2022 to $21,527,000 in Q1 2023, representing a whopping 28.8% increase.

Global-e Online Ltd., an e-commerce company, saw a massive increase in value, with Barton Investment Management holding 376,745 shares in Q4 2022 and 620,468 shares in Q1 2023. The value of their shares increased from $7,776,000 to $19,997,000, representing a 157.2% increase.

Barton Investment Management also purchased shares of Blue Owl Capital Inc., a private alternative asset management company, and held 406,305 shares in Q4 2022 and 1,166,390 shares in Q1 2023. The value of their shares increased from $4,306,000 to $12,923,000, representing a 200.1% increase.

Other notable holdings of Barton Investment Management include Electronic Arts Inc., Microsoft Corp, Apple Inc., Berkshire Hathaway, American Express Co., and Pfizer Inc.

In conclusion, Barton Investment Management's 13F Form reveals that the investment firm's portfolio experienced several changes between Q4 2022 and Q1 2023. The company's strategy to increase the value of shares in some companies and decrease it in others seems to be paying off. It is also interesting to note that the investment firm purchased shares in several new companies, and it will be interesting to see how those investments play out in the future.