Archon Partners as of Dec. 31, 2021
Portfolio Holdings for Archon Partners
Archon Partners holds 55 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $50M | 283k | 177.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.1 | $50M | 167k | 299.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $46M | 16k | 2897.02 | |
| Amazon (AMZN) | 5.1 | $42M | 13k | 3334.37 | |
| Microsoft Corporation (MSFT) | 4.4 | $36M | 107k | 336.32 | |
| Lowe's Companies (LOW) | 3.9 | $32M | 125k | 258.48 | |
| Anthem (ELV) | 3.7 | $30M | 65k | 463.54 | |
| Mastercard Incorporated Cl A (MA) | 3.2 | $26M | 72k | 359.31 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.1 | $25M | 157k | 161.10 | |
| Equinix (EQIX) | 3.1 | $25M | 30k | 845.84 | |
| Blackstone Group Inc Com Cl A (BX) | 3.0 | $25M | 190k | 129.39 | |
| Fiserv (FI) | 2.8 | $23M | 223k | 103.79 | |
| Meta Platforms Cl A (META) | 2.8 | $23M | 68k | 336.35 | |
| NVR (NVR) | 2.7 | $22M | 3.8k | 5908.92 | |
| Mongodb Cl A (MDB) | 2.7 | $22M | 42k | 529.36 | |
| Visa Com Cl A (V) | 2.7 | $22M | 102k | 216.71 | |
| Union Pacific Corporation (UNP) | 2.5 | $20M | 80k | 251.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $20M | 42k | 474.95 | |
| Live Nation Entertainment (LYV) | 2.4 | $20M | 166k | 119.69 | |
| Nike CL B (NKE) | 2.0 | $17M | 100k | 166.67 | |
| Block Cl A (SQ) | 2.0 | $16M | 100k | 161.51 | |
| Walt Disney Company (DIS) | 1.9 | $16M | 102k | 154.89 | |
| Comcast Corp Cl A (CMCSA) | 1.9 | $15M | 306k | 50.33 | |
| Servicenow (NOW) | 1.8 | $15M | 23k | 649.13 | |
| American Tower Reit (AMT) | 1.8 | $15M | 50k | 292.50 | |
| Lockheed Martin Corporation (LMT) | 1.8 | $14M | 41k | 355.41 | |
| TransDigm Group Incorporated (TDG) | 1.7 | $14M | 22k | 636.29 | |
| Transunion (TRU) | 1.7 | $14M | 117k | 118.58 | |
| Tesla Motors (TSLA) | 1.5 | $13M | 12k | 1056.75 | |
| CoStar (CSGP) | 1.4 | $12M | 147k | 79.03 | |
| Capital One Financial (COF) | 1.1 | $9.2M | 64k | 145.09 | |
| SYSCO Corporation (SYY) | 1.1 | $9.2M | 117k | 78.55 | |
| Bank of America Corporation (BAC) | 1.1 | $8.9M | 200k | 44.49 | |
| Boston Properties (BXP) | 1.1 | $8.8M | 76k | 115.18 | |
| Autodesk (ADSK) | 0.9 | $7.6M | 27k | 281.19 | |
| Redfin Corp (RDFN) | 0.9 | $7.5M | 194k | 38.39 | |
| Oracle Corporation (ORCL) | 0.9 | $7.2M | 83k | 87.21 | |
| Okta Cl A (OKTA) | 0.9 | $7.2M | 32k | 224.16 | |
| Snap Cl A (SNAP) | 0.4 | $3.6M | 77k | 47.02 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $3.2M | 177k | 18.21 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $3.2M | 19k | 166.47 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.6M | 50k | 52.18 | |
| Match Group (MTCH) | 0.3 | $2.5M | 19k | 132.26 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $2.3M | 25k | 91.64 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.3 | $2.3M | 110k | 20.74 | |
| Constellation Brands Cl A (STZ) | 0.3 | $2.2M | 8.9k | 251.01 | |
| Paypal Holdings (PYPL) | 0.3 | $2.1M | 11k | 188.55 | |
| Sba Communications Corp Cl A (SBAC) | 0.2 | $1.9M | 5.0k | 389.00 | |
| Black Knight | 0.2 | $1.7M | 20k | 82.90 | |
| Iac Interactivecorp Com New (IAC) | 0.2 | $1.4M | 11k | 130.73 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $1.3M | 25k | 50.84 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $1.1M | 14k | 77.45 | |
| Alight Com Cl A (ALIT) | 0.1 | $907k | 84k | 10.81 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $781k | 8.6k | 90.81 | |
| Coupa Software | 0.1 | $474k | 3.0k | 158.00 |
