Archon Partners as of March 31, 2020
Portfolio Holdings for Archon Partners
Archon Partners holds 55 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.6 | $31M | 168k | 182.83 | |
| Amazon (AMZN) | 5.9 | $27M | 14k | 1949.72 | |
| Fiserv (FI) | 4.6 | $21M | 223k | 94.99 | |
| Apple (AAPL) | 4.3 | $20M | 79k | 254.29 | |
| Microsoft Corporation (MSFT) | 4.1 | $19M | 119k | 157.71 | |
| Equinix (EQIX) | 4.0 | $19M | 30k | 624.56 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $18M | 16k | 1161.93 | |
| Lockheed Martin Corporation (LMT) | 3.9 | $18M | 53k | 338.95 | |
| MasterCard Incorporated (MA) | 3.8 | $17M | 72k | 241.56 | |
| Visa (V) | 3.5 | $16M | 102k | 161.12 | |
| Liberty Broadband Cl C (LBRDK) | 3.5 | $16M | 144k | 110.72 | |
| Anthem (ELV) | 2.9 | $14M | 60k | 227.03 | |
| Markel Corporation (MKL) | 2.6 | $12M | 13k | 927.90 | |
| Union Pacific Corporation (UNP) | 2.4 | $11M | 80k | 141.04 | |
| NewMarket Corporation (NEU) | 2.4 | $11M | 29k | 382.85 | |
| Canadian Natl Ry (CNI) | 2.4 | $11M | 143k | 77.63 | |
| Facebook Inc cl a (META) | 2.4 | $11M | 66k | 166.80 | |
| Lowe's Companies (LOW) | 2.3 | $11M | 125k | 86.05 | |
| Comcast Corporation (CMCSA) | 2.3 | $11M | 306k | 34.38 | |
| Pfizer (PFE) | 2.2 | $10M | 316k | 32.64 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $9.9M | 110k | 90.03 | |
| Walt Disney Company (DIS) | 2.1 | $9.8M | 102k | 96.60 | |
| NVR (NVR) | 2.1 | $9.7M | 3.8k | 2569.04 | |
| Blackstone Group Inc Com Cl A (BX) | 1.9 | $8.7M | 190k | 45.57 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.9 | $8.6M | 272k | 31.62 | |
| eHealth (EHTH) | 1.7 | $8.0M | 57k | 140.82 | |
| Booking Holdings (BKNG) | 1.6 | $7.4M | 5.5k | 1345.27 | |
| Guidewire Software (GWRE) | 1.5 | $6.7M | 85k | 79.31 | |
| CoStar (CSGP) | 1.4 | $6.6M | 11k | 587.22 | |
| Mongodb Inc. Class A (MDB) | 1.4 | $6.6M | 49k | 136.54 | |
| Servicenow (NOW) | 1.4 | $6.6M | 23k | 286.57 | |
| Transunion (TRU) | 1.4 | $6.4M | 97k | 66.18 | |
| FleetCor Technologies | 1.0 | $4.9M | 26k | 186.54 | |
| Okta Inc cl a (OKTA) | 0.9 | $4.0M | 33k | 122.27 | |
| Wells Fargo & Company (WFC) | 0.8 | $3.9M | 136k | 28.70 | |
| Liberty Media Corp Series C Li | 0.8 | $3.7M | 138k | 27.23 | |
| Moody's Corporation (MCO) | 0.7 | $3.4M | 16k | 211.50 | |
| Tesla Motors (TSLA) | 0.7 | $3.1M | 5.8k | 524.01 | |
| Autodesk (ADSK) | 0.6 | $3.0M | 19k | 156.11 | |
| Redfin Corp (RDFN) | 0.6 | $2.6M | 166k | 15.42 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.4 | $1.6M | 86k | 19.06 | |
| IAC/InterActive | 0.3 | $1.6M | 8.8k | 179.20 | |
| Constellation Brands (STZ) | 0.3 | $1.3M | 8.9k | 143.37 | |
| Gci Liberty Incorporated | 0.3 | $1.3M | 22k | 56.95 | |
| Cme (CME) | 0.3 | $1.2M | 7.2k | 172.92 | |
| Black Knight | 0.3 | $1.2M | 20k | 58.05 | |
| Paypal Holdings (PYPL) | 0.2 | $1.1M | 11k | 95.73 | |
| Fnf (FNF) | 0.2 | $1.0M | 41k | 24.89 | |
| Trade Desk (TTD) | 0.2 | $772k | 4.0k | 193.00 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.2 | $716k | 23k | 31.68 | |
| Firstservice Corp (FSV) | 0.1 | $679k | 8.8k | 77.15 | |
| Hingham Institution for Savings (HIFS) | 0.1 | $649k | 4.5k | 144.96 | |
| Entegris (ENTG) | 0.1 | $645k | 14k | 44.79 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $532k | 5.0k | 106.40 | |
| Coupa Software | 0.1 | $489k | 3.5k | 139.71 |
