Archon Partners as of Dec. 31, 2019
Portfolio Holdings for Archon Partners
Archon Partners holds 59 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.5 | $38M | 168k | 226.50 | |
| Fiserv (FI) | 4.9 | $29M | 249k | 115.63 | |
| Apple (AAPL) | 4.7 | $28M | 95k | 293.65 | |
| Amazon (AMZN) | 4.4 | $26M | 14k | 1847.82 | |
| MasterCard Incorporated (MA) | 3.7 | $22M | 72k | 298.58 | |
| Lockheed Martin Corporation (LMT) | 3.5 | $20M | 53k | 389.37 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $20M | 15k | 1339.40 | |
| Visa (V) | 3.2 | $19M | 102k | 187.90 | |
| Microsoft Corporation (MSFT) | 3.2 | $19M | 119k | 157.70 | |
| Anthem (ELV) | 3.1 | $18M | 60k | 302.03 | |
| Liberty Broadband Cl C (LBRDK) | 3.1 | $18M | 144k | 125.75 | |
| Equinix (EQIX) | 3.0 | $17M | 30k | 583.69 | |
| Lowe's Companies (LOW) | 2.5 | $15M | 125k | 119.76 | |
| Walt Disney Company (DIS) | 2.5 | $15M | 102k | 144.63 | |
| Union Pacific Corporation (UNP) | 2.5 | $15M | 80k | 180.79 | |
| NVR (NVR) | 2.4 | $14M | 3.8k | 3808.28 | |
| Wells Fargo & Company (WFC) | 2.4 | $14M | 265k | 53.80 | |
| NewMarket Corporation (NEU) | 2.4 | $14M | 29k | 486.54 | |
| Facebook Inc cl a (META) | 2.3 | $14M | 66k | 205.25 | |
| Comcast Corporation (CMCSA) | 2.3 | $13M | 296k | 44.97 | |
| Markel Corporation (MKL) | 2.3 | $13M | 12k | 1143.16 | |
| Liberty Media Corp Delaware Com C Siriusxm | 2.2 | $13M | 272k | 48.14 | |
| Pfizer (PFE) | 2.1 | $12M | 316k | 39.18 | |
| Booking Holdings (BKNG) | 1.9 | $11M | 5.5k | 2053.82 | |
| Hca Holdings (HCA) | 1.8 | $11M | 72k | 147.81 | |
| Blackstone Group Inc Com Cl A (BX) | 1.8 | $11M | 190k | 55.94 | |
| Palo Alto Networks (PANW) | 1.7 | $10M | 44k | 231.25 | |
| PNC Financial Services (PNC) | 1.7 | $10M | 63k | 159.63 | |
| Guidewire Software (GWRE) | 1.6 | $9.3M | 85k | 109.78 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $9.2M | 66k | 139.39 | |
| Canadian Natl Ry (CNI) | 1.5 | $9.0M | 99k | 90.45 | |
| Liberty Media Corp Series C Li | 1.4 | $8.0M | 173k | 45.97 | |
| Transunion (TRU) | 1.2 | $6.9M | 81k | 85.61 | |
| FleetCor Technologies | 1.1 | $6.8M | 24k | 287.70 | |
| Servicenow (NOW) | 1.1 | $6.5M | 23k | 282.30 | |
| Vail Resorts (MTN) | 0.9 | $5.5M | 23k | 239.83 | |
| eHealth (EHTH) | 0.9 | $5.2M | 54k | 96.07 | |
| Twilio Inc cl a (TWLO) | 0.9 | $5.1M | 52k | 98.28 | |
| Fortive (FTV) | 0.9 | $5.0M | 66k | 76.39 | |
| United Technologies Corporation | 0.7 | $4.3M | 29k | 149.76 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.6 | $3.5M | 119k | 29.54 | |
| Okta Inc cl a (OKTA) | 0.6 | $3.5M | 30k | 115.38 | |
| Mongodb Inc. Class A (MDB) | 0.5 | $3.0M | 23k | 131.61 | |
| IAC/InterActive | 0.4 | $2.2M | 8.8k | 249.09 | |
| Fnf (FNF) | 0.3 | $1.8M | 41k | 45.36 | |
| Constellation Brands (STZ) | 0.3 | $1.7M | 8.9k | 189.78 | |
| Gci Liberty Incorporated | 0.3 | $1.6M | 22k | 70.86 | |
| Cme (CME) | 0.2 | $1.3M | 6.4k | 200.78 | |
| Black Knight | 0.2 | $1.3M | 20k | 64.50 | |
| Paypal Holdings (PYPL) | 0.2 | $1.2M | 11k | 108.18 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $1.1M | 23k | 48.32 | |
| Trade Desk (TTD) | 0.2 | $1.0M | 4.0k | 259.75 | |
| Hingham Institution for Savings (HIFS) | 0.2 | $941k | 4.5k | 210.19 | |
| Liberty Media Corp Del Com Ser | 0.1 | $744k | 17k | 43.76 | |
| Firstservice Corp (FSV) | 0.1 | $568k | 6.1k | 93.11 | |
| Coupa Software | 0.1 | $512k | 3.5k | 146.29 | |
| Zendesk | 0.1 | $345k | 4.5k | 76.67 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $351k | 4.5k | 78.00 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.1 | $282k | 9.5k | 29.68 |
