Barton Investment Management Q2 2023 vs. Q3 2023 13F Holdings Comparison

Barton Investment Management, a renowned investment firm, recently released their Q2 2023 and Q3 2023 13F holdings comparison report. The report provides insights into the changes in the firm's holdings over the given period. Let's delve into the details and explore the implications of these changes.

Netflix Inc (NFLX) has experienced a slight decrease in holdings, with 365,965 shares in Q2 2023 compared to 364,889 shares in Q3 2023. The value of these shares also declined from $161,203,000 to $137,782,000, representing a 14.5% decrease.

Another significant company that witnessed a decline in holdings is Shopify Inc (SHOP). The number of shares dropped from 2,094,513 in Q2 2023 to 2,098,171 in Q3 2023. The value of these shares also decreased from $135,305,000 to $114,497,000, accounting for a 15.4% decrease.

On the other hand, Global E Online Ltd (GLBE) experienced a noteworthy increase in holdings during the same period. The company's shares jumped from 698,676 in Q2 2023 to 794,683 in Q3 2023. The value of these shares also increased from $28,603,000 to $31,580,000, reflecting a remarkable 10.4% growth.

Air Lease Corp (AL) witnessed a modest decline in holdings, with 739,544 shares in Q2 2023 compared to 749,925 in Q3 2023. The value of these shares decreased from $30,949,000 to $29,554,000, indicating a 4.5% decrease.

Okta Inc (OKTA), an emerging player in the tech industry, saw a significant increase in holdings. The firm's shares rose from 268,930 in Q2 2023 to 280,615 in Q3 2023. The value of these shares also surged from $18,650,000 to $22,872,000, marking an impressive 22.6% increase.

Blue Owl Capital Inc (OWL) experienced substantial growth in holdings as well. The number of shares jumped from 1,408,630 in Q2 2023 to 1,556,358 in Q3 2023. The value of these shares also increased from $16,410,000 to $20,170,000, signifying a remarkable 22.9% growth.

These are just a few examples of the changes in holdings reported by Barton Investment Management. It is essential to assess the larger context and delve deeper into individual stocks for a comprehensive understanding of the implications.

Investors and analysts often pay close attention to 13F holdings reports as they provide valuable insights into the investment strategies of prominent firms. These reports serve as a reference point for market trends, allowing investors to make informed decisions. Understanding the changes in holdings can shed light on investment patterns and the confidence level of institutional investors in various stocks.

It is important to note that the 13F report represents a snapshot of a specific period and might not reflect the current holdings of Barton Investment Management. Investors should carefully analyze the data and consider other relevant factors before making any investment decisions.

In conclusion, Barton Investment Management's Q2 2023 vs. Q3 2023 13F holdings comparison report highlights both the fluctuations and growth in holdings for several prominent companies. These reports are essential for investors, providing valuable insights into market trends and investment strategies. Analyzing the changes in holdings helps investors make well-informed decisions based on the activity of institutional investors.