Archon Partners as of June 30, 2019
Portfolio Holdings for Archon Partners
Archon Partners holds 57 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.1 | $36M | 168k | 213.17 | |
| Amazon (AMZN) | 5.2 | $27M | 14k | 1893.66 | |
| Fiserv (FI) | 4.7 | $24M | 259k | 91.16 | |
| MasterCard Incorporated (MA) | 3.8 | $19M | 72k | 264.53 | |
| Lockheed Martin Corporation (LMT) | 3.8 | $19M | 53k | 363.54 | |
| Apple (AAPL) | 3.7 | $19M | 95k | 197.92 | |
| Visa (V) | 3.5 | $18M | 102k | 173.55 | |
| Anthem (ELV) | 3.4 | $17M | 60k | 282.22 | |
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $16M | 15k | 1082.78 | |
| Microsoft Corporation (MSFT) | 3.2 | $16M | 119k | 133.96 | |
| Liberty Broadband Cl C (LBRDK) | 3.0 | $15M | 144k | 104.22 | |
| Equinix (EQIX) | 3.0 | $15M | 30k | 504.30 | |
| Walt Disney Company (DIS) | 2.8 | $14M | 102k | 139.64 | |
| Pfizer (PFE) | 2.7 | $14M | 316k | 43.32 | |
| Union Pacific Corporation (UNP) | 2.7 | $14M | 80k | 169.11 | |
| NVR (NVR) | 2.5 | $13M | 3.8k | 3370.15 | |
| Facebook Inc cl a (META) | 2.5 | $13M | 66k | 193.00 | |
| Lowe's Companies (LOW) | 2.5 | $13M | 125k | 100.91 | |
| Comcast Corporation (CMCSA) | 2.5 | $13M | 296k | 42.28 | |
| Wells Fargo & Company (WFC) | 2.4 | $12M | 252k | 47.32 | |
| NewMarket Corporation (NEU) | 2.3 | $12M | 29k | 400.94 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.0 | $10M | 272k | 37.98 | |
| Booking Holdings (BKNG) | 2.0 | $10M | 5.5k | 1874.73 | |
| Hca Holdings (HCA) | 1.9 | $9.7M | 72k | 135.17 | |
| Canadian Natl Ry (CNI) | 1.8 | $9.2M | 99k | 92.48 | |
| Markel Corporation (MKL) | 1.8 | $9.1M | 8.4k | 1089.60 | |
| Palo Alto Networks (PANW) | 1.8 | $9.0M | 44k | 203.75 | |
| Guidewire Software (GWRE) | 1.7 | $8.6M | 85k | 101.38 | |
| Blackstone | 1.7 | $8.4M | 190k | 44.42 | |
| Twilio Inc cl a (TWLO) | 1.4 | $7.1M | 52k | 136.35 | |
| FleetCor Technologies | 1.3 | $6.6M | 24k | 280.85 | |
| Liberty Media Corp Series C Li | 1.3 | $6.5M | 173k | 37.41 | |
| Servicenow (NOW) | 1.2 | $6.3M | 23k | 274.57 | |
| Transunion (TRU) | 1.2 | $5.9M | 81k | 73.52 | |
| Vail Resorts (MTN) | 1.0 | $5.1M | 23k | 223.17 | |
| Altria (MO) | 0.8 | $3.8M | 80k | 47.35 | |
| eHealth (EHTH) | 0.8 | $3.8M | 44k | 86.11 | |
| Okta Inc cl a (OKTA) | 0.7 | $3.7M | 30k | 123.52 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.7 | $3.3M | 119k | 27.97 | |
| Silk Road Medical Inc Common (SILK) | 0.6 | $3.2M | 66k | 48.46 | |
| Zscaler Incorporated (ZS) | 0.5 | $2.7M | 36k | 76.65 | |
| IAC/InterActive | 0.4 | $1.9M | 8.8k | 217.50 | |
| Constellation Brands (STZ) | 0.3 | $1.8M | 8.9k | 196.97 | |
| Fnf (FNF) | 0.3 | $1.6M | 41k | 40.30 | |
| Slack Technologies | 0.3 | $1.6M | 43k | 37.49 | |
| Gci Liberty Incorporated | 0.3 | $1.4M | 22k | 61.45 | |
| Cme (CME) | 0.2 | $1.2M | 6.4k | 194.06 | |
| Paypal Holdings (PYPL) | 0.2 | $1.3M | 11k | 114.45 | |
| Black Knight | 0.2 | $1.2M | 20k | 60.15 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $886k | 4.5k | 197.90 | |
| Trade Desk (TTD) | 0.2 | $911k | 4.0k | 227.75 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $855k | 23k | 37.83 | |
| Liberty Media Corp Del Com Ser | 0.1 | $610k | 17k | 35.88 | |
| Coupa Software | 0.1 | $443k | 3.5k | 126.57 | |
| Zendesk | 0.1 | $401k | 4.5k | 89.11 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $402k | 4.5k | 89.33 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $264k | 9.5k | 27.79 |
