Archon Partners as of June 30, 2021
Portfolio Holdings for Archon Partners
Archon Partners holds 57 positions in its portfolio as reported in the June 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) | 5.8 | $46M | 167k | 277.92 | |
| Amazon (AMZN) | 5.4 | $43M | 13k | 3440.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $39M | 16k | 2441.81 | |
| Apple (AAPL) | 4.8 | $39M | 283k | 136.96 | |
| Microsoft Corporation (MSFT) | 3.6 | $29M | 107k | 270.90 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.4 | $27M | 157k | 173.66 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $26M | 72k | 365.09 | |
| Anthem (ELV) | 3.1 | $25M | 65k | 381.80 | |
| Square Cl A (XYZ) | 3.0 | $24M | 100k | 243.80 | |
| Lowe's Companies (LOW) | 3.0 | $24M | 125k | 193.97 | |
| Equinix (EQIX) | 3.0 | $24M | 30k | 802.58 | |
| Fiserv (FI) | 3.0 | $24M | 223k | 106.89 | |
| Visa Com Cl A (V) | 3.0 | $24M | 102k | 233.82 | |
| Facebook Cl A (META) | 3.0 | $24M | 68k | 347.72 | |
| NVR (NVR) | 2.3 | $19M | 3.8k | 4973.18 | |
| Blackstone Group Inc Com Cl A (BX) | 2.3 | $19M | 190k | 97.14 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $18M | 42k | 428.07 | |
| Walt Disney Company (DIS) | 2.2 | $18M | 102k | 175.77 | |
| Union Pacific Corporation (UNP) | 2.2 | $18M | 80k | 219.93 | |
| Comcast Corp Cl A (CMCSA) | 2.2 | $17M | 306k | 57.02 | |
| Nike CL B (NKE) | 1.9 | $15M | 100k | 154.49 | |
| Lockheed Martin Corporation (LMT) | 1.9 | $15M | 41k | 378.35 | |
| Mongodb Cl A (MDB) | 1.9 | $15M | 42k | 361.52 | |
| Live Nation Entertainment (LYV) | 1.8 | $15M | 166k | 87.59 | |
| TransDigm Group Incorporated (TDG) | 1.8 | $14M | 22k | 647.29 | |
| CoStar (CSGP) | 1.8 | $14M | 171k | 82.82 | |
| American Tower Reit (AMT) | 1.7 | $14M | 50k | 270.14 | |
| Transunion (TRU) | 1.6 | $13M | 117k | 109.81 | |
| Servicenow (NOW) | 1.6 | $13M | 23k | 549.57 | |
| Redfin Corp (RDFN) | 1.5 | $12M | 194k | 63.41 | |
| Illumina (ILMN) | 1.5 | $12M | 25k | 473.20 | |
| Black Knight | 1.3 | $11M | 135k | 77.98 | |
| Capital One Financial (COF) | 1.2 | $9.4M | 61k | 154.69 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $9.4M | 355k | 26.36 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 1.1 | $8.5M | 289k | 29.41 | |
| Tesla Motors (TSLA) | 1.0 | $8.2M | 12k | 679.67 | |
| Autodesk (ADSK) | 1.0 | $7.9M | 27k | 291.89 | |
| McKesson Corporation (MCK) | 1.0 | $7.8M | 41k | 191.24 | |
| Okta Cl A (OKTA) | 1.0 | $7.8M | 32k | 244.69 | |
| Boston Properties (BXP) | 1.0 | $7.7M | 67k | 114.60 | |
| Procore Technologies (PCOR) | 0.8 | $6.6M | 70k | 94.96 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.8 | $6.3M | 634k | 9.90 | |
| NewMarket Corporation (NEU) | 0.7 | $5.3M | 17k | 322.01 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $4.0M | 26k | 153.15 | |
| Paypal Holdings (PYPL) | 0.4 | $3.2M | 11k | 291.45 | |
| Match Group (MTCH) | 0.4 | $3.1M | 19k | 161.27 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.2M | 50k | 43.46 | |
| Constellation Brands Cl A (STZ) | 0.3 | $2.1M | 8.9k | 233.93 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $1.9M | 25k | 77.36 | |
| Iac Interactivecorp Com New (IAC) | 0.2 | $1.7M | 11k | 154.18 | |
| Sba Communications Corp Cl A (SBAC) | 0.2 | $1.6M | 5.0k | 318.80 | |
| Neogenomics Com New (NEO) | 0.2 | $1.3M | 28k | 45.18 | |
| Xpo Logistics Inc equity (XPO) | 0.2 | $1.3M | 9.0k | 139.89 | |
| Liberty Media Corp Del Com C Siriusxm | 0.1 | $1.1M | 25k | 46.39 | |
| Vimeo Common Stock (VMEO) | 0.1 | $875k | 18k | 49.00 | |
| Foley Trasimene Acquistn Cor Unit 99/99/9999 | 0.1 | $871k | 83k | 10.51 | |
| Coupa Software | 0.1 | $786k | 3.0k | 262.00 |
