Archon Partners as of Sept. 30, 2019
Portfolio Holdings for Archon Partners
Archon Partners holds 57 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.8 | $35M | 168k | 208.02 | |
| Fiserv (FI) | 5.0 | $26M | 249k | 103.59 | |
| Amazon (AMZN) | 4.7 | $24M | 14k | 1735.89 | |
| Apple (AAPL) | 4.1 | $21M | 95k | 223.97 | |
| Lockheed Martin Corporation (LMT) | 4.0 | $21M | 53k | 390.06 | |
| MasterCard Incorporated (MA) | 3.8 | $20M | 72k | 271.57 | |
| Alphabet Inc Class A cs (GOOGL) | 3.5 | $18M | 15k | 1221.17 | |
| Visa (V) | 3.4 | $18M | 102k | 172.01 | |
| Equinix (EQIX) | 3.3 | $17M | 30k | 576.81 | |
| Microsoft Corporation (MSFT) | 3.2 | $17M | 119k | 139.03 | |
| Liberty Broadband Cl C (LBRDK) | 2.9 | $15M | 144k | 104.67 | |
| Anthem (ELV) | 2.8 | $14M | 60k | 240.10 | |
| NVR (NVR) | 2.7 | $14M | 3.8k | 3717.47 | |
| NewMarket Corporation (NEU) | 2.7 | $14M | 29k | 472.10 | |
| Lowe's Companies (LOW) | 2.7 | $14M | 125k | 109.96 | |
| Comcast Corporation (CMCSA) | 2.6 | $13M | 296k | 45.08 | |
| Walt Disney Company (DIS) | 2.6 | $13M | 102k | 130.32 | |
| Union Pacific Corporation (UNP) | 2.5 | $13M | 80k | 161.98 | |
| Wells Fargo & Company (WFC) | 2.5 | $13M | 255k | 50.44 | |
| Facebook Inc cl a (META) | 2.3 | $12M | 66k | 178.07 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.2 | $11M | 272k | 41.96 | |
| Pfizer (PFE) | 2.2 | $11M | 316k | 35.93 | |
| Markel Corporation (MKL) | 2.1 | $11M | 9.4k | 1181.94 | |
| Booking Holdings (BKNG) | 2.1 | $11M | 5.5k | 1962.55 | |
| Blackstone Group Inc Com Cl A (BX) | 1.8 | $9.3M | 190k | 48.84 | |
| Palo Alto Networks (PANW) | 1.7 | $9.0M | 44k | 203.84 | |
| Canadian Natl Ry (CNI) | 1.7 | $8.9M | 99k | 89.86 | |
| Guidewire Software (GWRE) | 1.7 | $8.9M | 85k | 105.38 | |
| Hca Holdings (HCA) | 1.7 | $8.7M | 72k | 120.42 | |
| Liberty Media Corp Series C Li | 1.4 | $7.2M | 173k | 41.59 | |
| FleetCor Technologies | 1.3 | $6.7M | 24k | 286.77 | |
| Transunion (TRU) | 1.3 | $6.5M | 81k | 81.11 | |
| PNC Financial Services (PNC) | 1.2 | $6.4M | 46k | 140.15 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $6.4M | 55k | 117.69 | |
| Servicenow (NOW) | 1.1 | $5.8M | 23k | 253.87 | |
| Twilio Inc cl a (TWLO) | 1.1 | $5.7M | 52k | 109.96 | |
| Vail Resorts (MTN) | 1.0 | $5.2M | 23k | 227.57 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.6 | $3.3M | 119k | 27.75 | |
| Okta Inc cl a (OKTA) | 0.6 | $3.0M | 30k | 98.47 | |
| eHealth (EHTH) | 0.6 | $2.9M | 44k | 66.80 | |
| IAC/InterActive | 0.4 | $1.9M | 8.8k | 217.95 | |
| Constellation Brands (STZ) | 0.4 | $1.8M | 8.9k | 207.30 | |
| Fnf (FNF) | 0.3 | $1.8M | 41k | 44.42 | |
| Gci Liberty Incorporated | 0.3 | $1.4M | 22k | 62.09 | |
| Cme (CME) | 0.3 | $1.4M | 6.4k | 211.41 | |
| Black Knight | 0.2 | $1.2M | 20k | 61.05 | |
| Paypal Holdings (PYPL) | 0.2 | $1.1M | 11k | 103.55 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $939k | 23k | 41.55 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $846k | 4.5k | 188.97 | |
| Trade Desk (TTD) | 0.1 | $750k | 4.0k | 187.50 | |
| Liberty Media Corp Del Com Ser | 0.1 | $673k | 17k | 39.59 | |
| Coupa Software | 0.1 | $453k | 3.5k | 129.43 | |
| Firstservice Corp (FSV) | 0.1 | $462k | 4.5k | 102.67 | |
| Zendesk | 0.1 | $328k | 4.5k | 72.89 | |
| Zscaler Incorporated (ZS) | 0.1 | $307k | 6.5k | 47.23 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $264k | 9.5k | 27.79 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $278k | 4.5k | 61.78 |
