Archon Partners as of March 31, 2021
Portfolio Holdings for Archon Partners
Archon Partners holds 53 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.9 | $43M | 167k | 255.47 | |
| Amazon (AMZN) | 5.4 | $39M | 13k | 3094.05 | |
| Apple (AAPL) | 4.8 | $35M | 283k | 122.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $33M | 16k | 2062.55 | |
| Fiserv (FI) | 3.7 | $27M | 223k | 119.04 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $26M | 72k | 356.05 | |
| Microsoft Corporation (MSFT) | 3.5 | $25M | 107k | 235.77 | |
| Lowe's Companies (LOW) | 3.3 | $24M | 125k | 190.18 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.3 | $24M | 157k | 150.15 | |
| Anthem (ELV) | 3.3 | $23M | 65k | 358.95 | |
| Square Cl A (XYZ) | 3.2 | $23M | 100k | 227.05 | |
| Visa Com Cl A (V) | 3.0 | $22M | 102k | 211.73 | |
| Equinix (EQIX) | 2.8 | $20M | 30k | 679.60 | |
| Facebook Cl A (META) | 2.8 | $20M | 68k | 294.54 | |
| Walt Disney Company (DIS) | 2.6 | $19M | 102k | 184.52 | |
| NVR (NVR) | 2.5 | $18M | 3.8k | 4710.83 | |
| Union Pacific Corporation (UNP) | 2.5 | $18M | 80k | 220.41 | |
| Comcast Corp Cl A (CMCSA) | 2.3 | $17M | 306k | 54.11 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $16M | 39k | 396.33 | |
| Lockheed Martin Corporation (LMT) | 2.1 | $15M | 41k | 369.51 | |
| Blackstone Group Inc Com Cl A (BX) | 2.0 | $14M | 190k | 74.53 | |
| CoStar (CSGP) | 2.0 | $14M | 17k | 821.87 | |
| Live Nation Entertainment (LYV) | 2.0 | $14M | 166k | 84.65 | |
| TransDigm Group Incorporated (TDG) | 1.8 | $13M | 22k | 587.92 | |
| Redfin Corp (RDFN) | 1.8 | $13M | 194k | 66.59 | |
| Mongodb Cl A (MDB) | 1.8 | $13M | 48k | 267.43 | |
| American Tower Reit (AMT) | 1.7 | $12M | 50k | 239.06 | |
| Servicenow (NOW) | 1.6 | $12M | 23k | 500.13 | |
| NewMarket Corporation (NEU) | 1.5 | $11M | 29k | 380.16 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.5 | $11M | 934k | 11.54 | |
| Transunion (TRU) | 1.5 | $11M | 117k | 90.00 | |
| Palantir Technologies Cl A (PLTR) | 1.4 | $10M | 440k | 23.29 | |
| Black Knight | 1.3 | $9.1M | 123k | 73.99 | |
| Tesla Motors (TSLA) | 1.1 | $8.0M | 12k | 667.92 | |
| Capital One Financial (COF) | 1.1 | $7.8M | 61k | 127.23 | |
| Autodesk (ADSK) | 1.0 | $7.5M | 27k | 277.15 | |
| Okta Cl A (OKTA) | 1.0 | $7.2M | 33k | 220.43 | |
| Illumina (ILMN) | 1.0 | $7.1M | 19k | 384.05 | |
| General Electric Company | 0.9 | $6.5M | 493k | 13.13 | |
| Doordash Cl A (DASH) | 0.7 | $5.0M | 38k | 131.13 | |
| Airbnb Com Cl A (ABNB) | 0.7 | $4.9M | 26k | 187.92 | |
| Chevron Corporation (CVX) | 0.7 | $4.7M | 45k | 104.80 | |
| Paypal Holdings (PYPL) | 0.4 | $2.7M | 11k | 242.82 | |
| Match Group (MTCH) | 0.4 | $2.6M | 19k | 137.37 | |
| Iac Interactive Ord | 0.3 | $2.4M | 11k | 216.27 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.0M | 50k | 40.66 | |
| Constellation Brands Cl A (STZ) | 0.3 | $2.0M | 8.9k | 227.98 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $2.0M | 3.0k | 651.67 | |
| Sba Communications Corp Cl A (SBAC) | 0.2 | $1.1M | 4.0k | 277.50 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $1.1M | 25k | 44.13 | |
| Neogenomics Com New (NEO) | 0.1 | $1.1M | 22k | 48.22 | |
| Foley Trasimene Acquistn Cor Unit 99/99/9999 | 0.1 | $791k | 74k | 10.70 | |
| Coupa Software | 0.1 | $763k | 3.0k | 254.33 |
