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Barton Investment Management EQIX holdings history

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EQUINIX INC · CUSIP 29444U700 · CIK 1387818

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Barton Investment Management reported 31.90K EQIX (shares), valued at $33.25M, or 4.50% of its reported non-derivative portfolio. Filed 2026-07-20.

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Portfolio weight and quantity history
Reported portfolio weight
4.50%
Shares
31.90K
31,901
Reported value
$33.25M
USD

Shares decreased 2.86%; reported value increased 3.30%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20264.50%31,901SEC filing ↗Filed Jul 20, 2026
Q1 20264.04%32,840SEC filing ↗Filed Apr 20, 2026
Q4 20252.91%35,256SEC filing ↗Filed Jan 21, 2026
Q3 20252.86%35,853SEC filing ↗Filed Oct 21, 2025
Q2 20253.10%37,662SEC filing ↗Filed Jul 21, 2025
Q1 20253.77%37,628SEC filing ↗Filed Apr 11, 2025
Q4 20243.82%38,218SEC filing ↗Filed Jan 27, 2025
Q3 20244.27%38,451SEC filing ↗Filed Oct 17, 2024
Q2 20243.89%38,626SEC filing ↗Filed Jul 18, 2024
Q1 20243.85%38,444SEC filing ↗Filed Apr 26, 2024
Q4 20234.18%39,545SEC filing ↗Filed Jan 24, 2024Amended
Q3 20234.63%39,485SEC filing ↗Filed Oct 16, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20234.63%39,485$28.68MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 16, 2023
Q4 20234.18%39,545$31.85MShares increased 0.15%; reported value increased 11.06%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 24, 2024
Q1 20243.85%38,444$31.73MShares decreased 2.78%; reported value decreased 0.38%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 26, 2024
Q2 20243.89%38,626$29.22MShares increased 0.47%; reported value decreased 7.89%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 18, 2024
Q3 20244.27%38,451$34.13MShares decreased 0.45%; reported value increased 16.79%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 17, 2024
Q4 20243.82%38,218$36.04MShares decreased 0.61%; reported value increased 5.58%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 27, 2025
Q1 20253.77%37,628$30.68MShares decreased 1.54%; reported value decreased 14.86%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 11, 2025
Q2 20253.10%37,662$29.96MShares increased 0.09%; reported value decreased 2.35%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 21, 2025
Q3 20252.86%35,853$28.08MShares decreased 4.80%; reported value decreased 6.27%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 21, 2025
Q4 20252.91%35,256$27.01MShares decreased 1.67%; reported value decreased 3.81%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 21, 2026
Q1 20264.04%32,840$32.19MShares decreased 6.85%; reported value increased 19.17%, and weight changed +1.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 20, 2026
Q2 20264.50%31,901$33.25MShares decreased 2.86%; reported value increased 3.30%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 20, 2026
Barton Investment Management · EQUINIX INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.