Archon Partners as of March 31, 2019
Portfolio Holdings for Archon Partners
Archon Partners holds 58 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.1 | $34M | 168k | 200.89 | |
| Amazon (AMZN) | 5.2 | $25M | 14k | 1780.73 | |
| Fiserv (FI) | 4.8 | $23M | 259k | 88.28 | |
| Apple (AAPL) | 3.8 | $18M | 95k | 189.95 | |
| Anthem (ELV) | 3.6 | $17M | 60k | 286.98 | |
| MasterCard Incorporated (MA) | 3.6 | $17M | 72k | 235.45 | |
| Visa (V) | 3.3 | $16M | 102k | 156.19 | |
| Lockheed Martin Corporation (LMT) | 3.3 | $16M | 53k | 300.15 | |
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $16M | 13k | 1176.91 | |
| Microsoft Corporation (MSFT) | 2.9 | $14M | 117k | 117.94 | |
| Lowe's Companies (LOW) | 2.9 | $14M | 125k | 109.47 | |
| Equinix (EQIX) | 2.9 | $14M | 30k | 453.15 | |
| Pfizer (PFE) | 2.8 | $13M | 316k | 42.47 | |
| Union Pacific Corporation (UNP) | 2.8 | $13M | 80k | 167.20 | |
| Liberty Broadband Cl C (LBRDK) | 2.8 | $13M | 144k | 91.74 | |
| NewMarket Corporation (NEU) | 2.7 | $13M | 29k | 433.57 | |
| Comcast Corporation (CMCSA) | 2.5 | $12M | 296k | 39.98 | |
| Walt Disney Company (DIS) | 2.4 | $11M | 102k | 111.03 | |
| Facebook Inc cl a (META) | 2.3 | $11M | 66k | 166.69 | |
| Wells Fargo & Company (WFC) | 2.3 | $11M | 223k | 48.32 | |
| Palo Alto Networks (PANW) | 2.2 | $11M | 44k | 242.89 | |
| NVR (NVR) | 2.2 | $10M | 3.8k | 2767.13 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.2 | $10M | 272k | 38.24 | |
| Hca Holdings (HCA) | 2.0 | $9.4M | 72k | 130.38 | |
| Canadian Natl Ry (CNI) | 1.9 | $8.9M | 99k | 89.48 | |
| Booking Holdings (BKNG) | 1.8 | $8.7M | 5.0k | 1745.00 | |
| Guidewire Software (GWRE) | 1.7 | $8.2M | 85k | 97.16 | |
| Markel Corporation (MKL) | 1.5 | $7.3M | 7.3k | 996.30 | |
| Twilio Inc cl a (TWLO) | 1.4 | $6.7M | 52k | 129.19 | |
| Blackstone | 1.4 | $6.6M | 190k | 34.97 | |
| Dollar Tree (DLTR) | 1.3 | $6.1M | 58k | 105.03 | |
| Liberty Media Corp Series C Li | 1.3 | $6.1M | 173k | 35.05 | |
| FleetCor Technologies | 1.2 | $5.8M | 24k | 246.60 | |
| Servicenow (NOW) | 1.1 | $5.4M | 22k | 246.47 | |
| Transunion (TRU) | 1.1 | $5.4M | 81k | 66.84 | |
| General Motors Company (GM) | 1.1 | $5.0M | 136k | 37.10 | |
| Vail Resorts (MTN) | 1.1 | $5.0M | 23k | 217.30 | |
| Altria (MO) | 1.0 | $4.6M | 80k | 57.43 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.7 | $3.3M | 119k | 27.77 | |
| Square Inc cl a (XYZ) | 0.6 | $2.9M | 39k | 74.91 | |
| Zscaler Incorporated (ZS) | 0.4 | $2.0M | 29k | 70.95 | |
| Okta Inc cl a (OKTA) | 0.4 | $1.9M | 23k | 82.73 | |
| IAC/InterActive | 0.4 | $1.8M | 8.8k | 210.11 | |
| Constellation Brands (STZ) | 0.3 | $1.6M | 8.9k | 175.28 | |
| Fnf (FNF) | 0.3 | $1.5M | 41k | 36.54 | |
| Gci Liberty Incorporated | 0.3 | $1.2M | 22k | 55.59 | |
| Paypal Holdings (PYPL) | 0.2 | $1.1M | 11k | 103.82 | |
| Black Knight | 0.2 | $1.1M | 20k | 54.50 | |
| Cme (CME) | 0.2 | $1.1M | 6.4k | 164.53 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $863k | 23k | 38.19 | |
| Trade Desk (TTD) | 0.2 | $792k | 4.0k | 198.00 | |
| eHealth (EHTH) | 0.2 | $754k | 12k | 62.31 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $770k | 4.5k | 171.99 | |
| Liberty Media Corp Del Com Ser | 0.1 | $579k | 17k | 34.06 | |
| Zendesk | 0.1 | $383k | 4.5k | 85.11 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $338k | 4.5k | 75.11 | |
| Coupa Software | 0.1 | $318k | 3.5k | 90.86 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $265k | 9.5k | 27.89 |
