Archon Partners as of Sept. 30, 2020
Portfolio Holdings for Archon Partners
Archon Partners holds 51 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.9 | $44M | 14k | 3148.75 | |
| Apple (AAPL) | 5.7 | $36M | 314k | 115.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $36M | 168k | 212.94 | |
| Microsoft Corporation (MSFT) | 3.9 | $25M | 119k | 210.33 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $24M | 72k | 338.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $23M | 16k | 1465.62 | |
| Fiserv (FI) | 3.6 | $23M | 223k | 103.05 | |
| Equinix (EQIX) | 3.6 | $23M | 30k | 760.13 | |
| Lowe's Companies (LOW) | 3.3 | $21M | 125k | 165.86 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.2 | $21M | 144k | 142.87 | |
| Visa Com Cl A (V) | 3.2 | $20M | 102k | 199.97 | |
| Lockheed Martin Corporation (LMT) | 3.2 | $20M | 53k | 383.28 | |
| Facebook Cl A (META) | 3.1 | $20M | 76k | 261.90 | |
| Anthem (ELV) | 2.7 | $17M | 63k | 268.59 | |
| Square Cl A (SQ) | 2.6 | $16M | 100k | 162.55 | |
| Union Pacific Corporation (UNP) | 2.5 | $16M | 80k | 196.88 | |
| NVR (NVR) | 2.4 | $15M | 3.8k | 4083.11 | |
| Comcast Corp Cl A (CMCSA) | 2.2 | $14M | 306k | 46.26 | |
| Tesla Motors (TSLA) | 2.1 | $14M | 32k | 429.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $13M | 39k | 334.90 | |
| Disney Walt Com Disney (DIS) | 2.0 | $13M | 102k | 124.08 | |
| Black Knight | 1.9 | $12M | 139k | 87.05 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.8 | $11M | 39k | 293.97 | |
| Mongodb Cl A (MDB) | 1.8 | $11M | 49k | 231.51 | |
| Servicenow (NOW) | 1.8 | $11M | 23k | 485.00 | |
| NewMarket Corporation (NEU) | 1.6 | $10M | 29k | 342.31 | |
| Blackstone Group Com Cl A (BX) | 1.6 | $9.9M | 190k | 52.20 | |
| CoStar (CSGP) | 1.6 | $9.9M | 12k | 848.48 | |
| Transunion (TRU) | 1.5 | $9.8M | 117k | 84.13 | |
| Redfin Corp (RDFN) | 1.5 | $9.7M | 194k | 49.93 | |
| Pfizer (PFE) | 1.5 | $9.5M | 260k | 36.70 | |
| Live Nation Entertainment (LYV) | 1.4 | $8.9M | 166k | 53.88 | |
| Guidewire Software (GWRE) | 1.4 | $8.9M | 86k | 104.27 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.4 | $8.6M | 57k | 152.03 | |
| TransDigm Group Incorporated (TDG) | 1.2 | $7.5M | 16k | 475.13 | |
| Moody's Corporation (MCO) | 1.1 | $7.2M | 25k | 289.84 | |
| Okta Cl A (OKTA) | 1.1 | $7.1M | 33k | 213.84 | |
| Autodesk (ADSK) | 1.0 | $6.2M | 27k | 231.00 | |
| Uber Technologies (UBER) | 0.9 | $5.8M | 158k | 36.48 | |
| Paypal Holdings (PYPL) | 0.3 | $2.2M | 11k | 197.00 | |
| Match Group (MTCH) | 0.3 | $2.1M | 19k | 110.67 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $2.1M | 4.0k | 518.75 | |
| Gci Liberty Com Class A | 0.3 | $1.8M | 22k | 81.95 | |
| Constellation Brands Cl A (STZ) | 0.3 | $1.7M | 8.9k | 189.55 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $1.6M | 50k | 31.32 | |
| Iac Interactive Ord | 0.2 | $1.4M | 12k | 119.74 | |
| Foley Trasimene Acquistn Cor Unit 99/99/9999 | 0.2 | $1.1M | 97k | 11.29 | |
| Coupa Software | 0.2 | $960k | 3.5k | 274.29 | |
| Liberty Media Corp Del Com C Siriusxm | 0.1 | $818k | 25k | 33.09 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $629k | 5.0k | 125.80 | |
| Hingham Institution for Savings (HIFS) | 0.1 | $326k | 1.8k | 183.87 |
