Archon Partners as of Dec. 31, 2020
Portfolio Holdings for Archon Partners
Archon Partners holds 53 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 6.1 | $46M | 14k | 3256.95 | |
| Apple (AAPL) | 5.6 | $42M | 314k | 132.69 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.2 | $39M | 167k | 231.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $28M | 16k | 1752.62 | |
| Microsoft Corporation (MSFT) | 3.6 | $27M | 119k | 222.42 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $26M | 72k | 356.94 | |
| Fiserv (FI) | 3.4 | $25M | 223k | 113.86 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.3 | $25M | 157k | 158.37 | |
| Visa Com Cl A (V) | 3.0 | $22M | 102k | 218.73 | |
| Square Cl A (SQ) | 2.9 | $22M | 100k | 217.64 | |
| Equinix (EQIX) | 2.9 | $21M | 30k | 714.19 | |
| Anthem (ELV) | 2.8 | $21M | 65k | 321.09 | |
| Facebook Cl A (META) | 2.8 | $21M | 76k | 273.16 | |
| Lowe's Companies (LOW) | 2.7 | $20M | 125k | 160.51 | |
| Tesla Motors (TSLA) | 2.6 | $19M | 27k | 705.68 | |
| Lockheed Martin Corporation (LMT) | 2.5 | $19M | 53k | 354.97 | |
| Walt Disney Company (DIS) | 2.5 | $18M | 102k | 181.18 | |
| Mongodb Cl A (MDB) | 2.3 | $17M | 49k | 359.03 | |
| Union Pacific Corporation (UNP) | 2.2 | $17M | 80k | 208.22 | |
| Comcast Corp Cl A (CMCSA) | 2.2 | $16M | 306k | 52.40 | |
| NVR (NVR) | 2.1 | $15M | 3.8k | 4079.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $15M | 39k | 373.87 | |
| Redfin Corp (RDFN) | 1.8 | $13M | 194k | 68.63 | |
| Servicenow (NOW) | 1.7 | $13M | 23k | 550.43 | |
| Blackstone Group Com Cl A (BX) | 1.7 | $12M | 190k | 64.81 | |
| Black Knight | 1.6 | $12M | 139k | 88.35 | |
| Live Nation Entertainment (LYV) | 1.6 | $12M | 166k | 73.48 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $12M | 516k | 23.55 | |
| NewMarket Corporation (NEU) | 1.6 | $12M | 29k | 398.28 | |
| Transunion (TRU) | 1.6 | $12M | 117k | 99.22 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.6 | $12M | 50k | 232.72 | |
| CoStar (CSGP) | 1.5 | $12M | 12k | 924.27 | |
| Guidewire Software (GWRE) | 1.5 | $11M | 85k | 128.73 | |
| TransDigm Group Incorporated (TDG) | 1.4 | $10M | 16k | 618.83 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.3 | $10M | 58k | 172.98 | |
| Pfizer (PFE) | 1.3 | $9.6M | 260k | 36.81 | |
| Roper Industries (ROP) | 1.3 | $9.5M | 22k | 431.09 | |
| Okta Cl A (OKTA) | 1.1 | $8.4M | 33k | 254.26 | |
| Autodesk (ADSK) | 1.1 | $8.2M | 27k | 305.33 | |
| Shopify Cl A (SHOP) | 1.0 | $7.3M | 6.4k | 1131.93 | |
| Moody's Corporation (MCO) | 1.0 | $7.3M | 25k | 290.24 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $3.8M | 26k | 146.81 | |
| The Trade Desk Com Cl A (TTD) | 0.4 | $3.2M | 4.0k | 801.00 | |
| Match Group (MTCH) | 0.4 | $2.9M | 19k | 151.21 | |
| Paypal Holdings (PYPL) | 0.3 | $2.6M | 11k | 234.18 | |
| Iac Interactive Ord | 0.3 | $2.2M | 12k | 189.39 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.0M | 50k | 39.10 | |
| Constellation Brands Cl A (STZ) | 0.3 | $1.9M | 8.9k | 219.10 | |
| Coupa Software | 0.2 | $1.2M | 3.5k | 338.86 | |
| Liberty Media Corp Del Com C Siriusxm | 0.1 | $1.1M | 25k | 43.52 | |
| Neogenomics Com New (NEO) | 0.1 | $1.0M | 19k | 53.84 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $745k | 5.0k | 149.00 | |
| Foley Trasimene Acquistn Cor Unit 99/99/9999 | 0.1 | $408k | 34k | 11.90 |
