Archon Partners

Archon Partners as of March 31, 2012

Portfolio Holdings for Archon Partners

Archon Partners holds 72 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MasterCard Incorporated (MA) 3.5 $9.3M 22k 420.55
Visa (V) 3.2 $8.5M 72k 118.00
Philip Morris International (PM) 3.0 $8.0M 90k 88.61
Qualcomm (QCOM) 2.9 $7.6M 112k 68.06
JPMorgan Chase & Co. (JPM) 2.9 $7.6M 165k 45.98
Wells Fargo & Company (WFC) 2.9 $7.5M 221k 34.14
Apple (AAPL) 2.8 $7.5M 13k 599.52
Google 2.8 $7.4M 12k 641.26
Altria (MO) 2.7 $7.2M 234k 30.87
Pepsi (PEP) 2.7 $7.2M 108k 66.36
International Business Machines (IBM) 2.6 $6.9M 33k 208.64
Praxair 2.5 $6.6M 58k 114.64
Cisco Systems (CSCO) 2.4 $6.4M 303k 21.15
American Express Company (AXP) 2.3 $6.2M 107k 57.86
American International (AIG) 2.3 $6.2M 201k 30.83
Lockheed Martin Corporation (LMT) 2.2 $5.8M 65k 89.86
Microsoft Corporation (MSFT) 2.1 $5.5M 172k 32.26
Spdr S&p 500 Etf (SPY) 2.1 $5.5M 39k 140.82
Union Pacific Corporation (UNP) 2.1 $5.5M 51k 107.47
Coca-Cola Company (KO) 2.0 $5.4M 73k 74.01
Pfizer (PFE) 2.0 $5.3M 235k 22.65
Analog Devices (ADI) 2.0 $5.3M 132k 40.40
Chipotle Mexican Grill (CMG) 2.0 $5.3M 13k 418.00
Baidu (BIDU) 2.0 $5.3M 36k 145.76
Royal Dutch Shell 1.9 $5.2M 74k 70.14
Novo Nordisk A/S (NVO) 1.9 $5.1M 37k 138.70
Celgene Corporation 1.9 $5.1M 66k 77.53
Starbucks Corporation (SBUX) 1.9 $5.0M 90k 55.89
Capital One Financial (COF) 1.8 $4.6M 83k 55.73
Intel Corporation (INTC) 1.7 $4.5M 160k 28.11
Noble Energy 1.7 $4.5M 46k 97.78
GlaxoSmithKline 1.7 $4.5M 100k 44.91
Nike (NKE) 1.7 $4.4M 41k 108.45
Lowe's Companies (LOW) 1.6 $4.4M 139k 31.38
priceline.com Incorporated 1.6 $4.3M 6.1k 717.49
Exxon Mobil Corporation (XOM) 1.6 $4.2M 48k 86.73
Express Scripts 1.5 $4.0M 74k 54.18
National-Oilwell Var 1.4 $3.7M 47k 79.47
Abbott Laboratories (ABT) 1.4 $3.7M 60k 61.28
Eastman Chemical Company (EMN) 1.4 $3.6M 69k 51.70
DISH Network 1.3 $3.6M 108k 32.93
Caterpillar (CAT) 1.3 $3.4M 32k 106.53
EMC Corporation 1.2 $3.3M 110k 29.88
Seagate Technology Com Stk 1.2 $3.1M 115k 26.96
Amazon (AMZN) 1.1 $3.0M 15k 202.53
Delta Air Lines (DAL) 1.0 $2.7M 270k 9.91
Continental Resources 0.9 $2.4M 28k 85.82
Allergan 0.3 $821k 8.6k 95.47
Church & Dwight (CHD) 0.3 $738k 15k 49.20
Stanley Black & Decker (SWK) 0.3 $723k 9.4k 76.91
Under Armour (UAA) 0.3 $705k 7.5k 94.00
MercadoLibre (MELI) 0.3 $685k 7.0k 97.86
Sanofi-Aventis SA (SNY) 0.2 $674k 17k 38.74
Tim Hortons Inc Com Stk 0.2 $637k 12k 53.53
Akamai Technologies (AKAM) 0.2 $606k 17k 36.73
F5 Networks (FFIV) 0.2 $607k 4.5k 134.89
Directv 0.2 $577k 12k 49.32
Toro Company (TTC) 0.2 $583k 8.2k 71.10
Mead Johnson Nutrition 0.2 $577k 7.0k 82.43
Michael Kors Holdings 0.2 $582k 13k 46.56
Yandex Nv-a (NBIS) 0.2 $545k 20k 26.85
Credicorp (BAP) 0.2 $527k 4.0k 131.75
Whole Foods Market 0.2 $499k 6.0k 83.17
Wpx Energy 0.2 $495k 28k 18.00
Fortune Brands (FBIN) 0.2 $463k 21k 22.05
Panera Bread Company 0.1 $402k 2.5k 160.80
Rackspace Hosting 0.1 $405k 7.0k 57.86
Swift Transportation Company 0.1 $389k 34k 11.54
Fusion-io 0.1 $395k 14k 28.42
Eli Lilly & Co. (LLY) 0.1 $370k 9.2k 40.22
Genworth Financial (GNW) 0.1 $349k 42k 8.31
PowerShares QQQ Trust, Series 1 0.1 $257k 3.8k 67.63