Archon Partners as of June 30, 2020
Portfolio Holdings for Archon Partners
Archon Partners holds 50 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.0 | $39M | 14k | 2758.85 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $30M | 168k | 178.51 | |
| Apple (AAPL) | 5.2 | $29M | 79k | 364.80 | |
| Microsoft Corporation (MSFT) | 4.4 | $24M | 119k | 203.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $23M | 16k | 1418.05 | |
| Fiserv (FI) | 4.0 | $22M | 223k | 97.62 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $21M | 72k | 295.70 | |
| Equinix (EQIX) | 3.8 | $21M | 30k | 702.32 | |
| Visa Com Cl A (V) | 3.6 | $20M | 102k | 193.17 | |
| Lockheed Martin Corporation (LMT) | 3.5 | $19M | 53k | 364.91 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.2 | $18M | 144k | 123.96 | |
| Facebook Cl A (META) | 3.1 | $17M | 76k | 227.08 | |
| Lowe's Companies (LOW) | 3.1 | $17M | 125k | 135.12 | |
| Anthem (ELV) | 2.9 | $16M | 60k | 262.98 | |
| Union Pacific Corporation (UNP) | 2.5 | $14M | 80k | 169.07 | |
| NVR (NVR) | 2.2 | $12M | 3.8k | 3258.63 | |
| Comcast Corp Cl A (CMCSA) | 2.2 | $12M | 306k | 38.98 | |
| Bank of America Corporation (BAC) | 2.2 | $12M | 500k | 23.75 | |
| NewMarket Corporation (NEU) | 2.1 | $12M | 29k | 400.46 | |
| Disney Walt Com Disney (DIS) | 2.1 | $11M | 102k | 111.51 | |
| Mongodb Cl A (MDB) | 2.0 | $11M | 49k | 226.33 | |
| Blackstone Group Com Cl A (BX) | 2.0 | $11M | 190k | 56.66 | |
| Square Cl A (XYZ) | 1.9 | $11M | 100k | 104.94 | |
| Transunion (TRU) | 1.9 | $10M | 117k | 87.04 | |
| Black Knight | 1.8 | $10M | 138k | 72.56 | |
| Guidewire Software (GWRE) | 1.7 | $9.5M | 86k | 110.85 | |
| Servicenow (NOW) | 1.7 | $9.3M | 23k | 405.04 | |
| Pfizer (PFE) | 1.5 | $8.5M | 260k | 32.70 | |
| CoStar (CSGP) | 1.5 | $8.3M | 12k | 710.67 | |
| Gilead Sciences (GILD) | 1.5 | $8.2M | 107k | 76.94 | |
| Redfin Corp (RDFN) | 1.5 | $8.1M | 194k | 41.91 | |
| Moody's Corporation (MCO) | 1.2 | $6.9M | 25k | 274.72 | |
| Tesla Motors (TSLA) | 1.2 | $6.8M | 6.3k | 1079.78 | |
| Okta Cl A (OKTA) | 1.2 | $6.6M | 33k | 200.24 | |
| Autodesk (ADSK) | 1.2 | $6.5M | 27k | 239.19 | |
| eHealth (EHTH) | 1.0 | $5.6M | 57k | 98.25 | |
| Live Nation Entertainment (LYV) | 1.0 | $5.6M | 126k | 44.33 | |
| FleetCor Technologies | 0.8 | $4.3M | 17k | 251.51 | |
| IAC/InterActive | 0.5 | $2.8M | 8.8k | 323.41 | |
| Paypal Holdings (PYPL) | 0.3 | $1.9M | 11k | 174.27 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $1.6M | 4.0k | 406.50 | |
| Gci Liberty Com Class A | 0.3 | $1.6M | 22k | 71.14 | |
| Constellation Brands Cl A (STZ) | 0.3 | $1.6M | 8.9k | 174.94 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.5M | 50k | 30.66 | |
| Cme (CME) | 0.2 | $1.2M | 7.2k | 162.50 | |
| Coupa Software | 0.2 | $970k | 3.5k | 277.14 | |
| Foley Trasimene Acquistn Cor Unit 99/99/9999 | 0.2 | $893k | 84k | 10.67 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $852k | 25k | 34.46 | |
| Hingham Institution for Savings (HIFS) | 0.1 | $751k | 4.5k | 167.75 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $692k | 5.0k | 138.40 |
