Archon Partners as of March 31, 2022
Portfolio Holdings for Archon Partners
Archon Partners holds 52 positions in its portfolio as reported in the March 2022 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) | 7.8 | $59M | 167k | 352.91 | |
| Apple (AAPL) | 6.5 | $49M | 283k | 174.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $44M | 16k | 2781.32 | |
| Amazon (AMZN) | 5.4 | $41M | 13k | 3259.95 | |
| Microsoft Corporation (MSFT) | 4.4 | $33M | 107k | 308.31 | |
| Anthem (ELV) | 4.2 | $32M | 65k | 491.22 | |
| Mastercard Incorporated Cl A (MA) | 3.4 | $26M | 72k | 357.38 | |
| Lowe's Companies (LOW) | 3.3 | $25M | 125k | 202.19 | |
| Blackstone Group Inc Com Cl A (BX) | 3.2 | $24M | 190k | 126.94 | |
| Fiserv (FI) | 3.0 | $23M | 223k | 101.40 | |
| Visa Com Cl A (V) | 3.0 | $23M | 102k | 221.77 | |
| Equinix (EQIX) | 2.9 | $22M | 30k | 741.61 | |
| Union Pacific Corporation (UNP) | 2.9 | $22M | 80k | 273.21 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.8 | $21M | 157k | 135.32 | |
| Live Nation Entertainment (LYV) | 2.6 | $20M | 166k | 117.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $19M | 42k | 451.64 | |
| Lockheed Martin Corporation (LMT) | 2.4 | $18M | 41k | 441.41 | |
| NVR (NVR) | 2.2 | $17M | 3.8k | 4467.34 | |
| TransDigm Group Incorporated (TDG) | 2.2 | $16M | 25k | 651.55 | |
| Meta Platforms Cl A (META) | 2.0 | $15M | 68k | 222.36 | |
| Comcast Corp Cl A (CMCSA) | 1.9 | $14M | 306k | 46.82 | |
| Canadian Natl Ry (CNI) | 1.9 | $14M | 106k | 134.14 | |
| Walt Disney Company (DIS) | 1.8 | $14M | 102k | 137.16 | |
| Nike CL B (NKE) | 1.8 | $13M | 100k | 134.56 | |
| American Tower Reit (AMT) | 1.7 | $13M | 50k | 251.22 | |
| Transunion (TRU) | 1.6 | $12M | 117k | 103.34 | |
| CoStar (CSGP) | 1.6 | $12M | 181k | 66.61 | |
| Boston Properties (BXP) | 1.4 | $11M | 83k | 128.80 | |
| Bank of America Corporation (BAC) | 1.4 | $10M | 250k | 41.22 | |
| SYSCO Corporation (SYY) | 1.3 | $10M | 124k | 81.65 | |
| Servicenow (NOW) | 1.3 | $10M | 18k | 556.89 | |
| Capital One Financial (COF) | 1.3 | $9.7M | 74k | 131.28 | |
| Block Cl A (XYZ) | 1.3 | $9.5M | 70k | 135.60 | |
| Tesla Motors (TSLA) | 1.1 | $8.6M | 8.0k | 1077.62 | |
| Mongodb Cl A (MDB) | 1.0 | $7.4M | 17k | 443.59 | |
| Oracle Corporation (ORCL) | 0.9 | $6.6M | 80k | 82.73 | |
| Hilton Worldwide Holdings (HLT) | 0.7 | $5.4M | 36k | 151.73 | |
| Autodesk (ADSK) | 0.6 | $4.7M | 22k | 214.36 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.4M | 50k | 48.84 | |
| Redfin Corp (RDFN) | 0.3 | $2.3M | 125k | 18.04 | |
| Constellation Brands Cl A (STZ) | 0.3 | $2.1M | 8.9k | 230.34 | |
| Sba Communications Corp Cl A (SBAC) | 0.3 | $2.0M | 5.8k | 344.14 | |
| Okta Cl A (OKTA) | 0.3 | $2.0M | 13k | 150.99 | |
| Match Group (MTCH) | 0.3 | $2.0M | 18k | 108.72 | |
| Paypal Holdings (PYPL) | 0.2 | $1.3M | 11k | 115.64 | |
| Black Knight | 0.2 | $1.2M | 21k | 58.00 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $1.2M | 17k | 69.24 | |
| Liberty Media Corp Del Com C Siriusxm | 0.1 | $1.1M | 25k | 45.75 | |
| Iac Interactivecorp Com New (IAC) | 0.1 | $1.1M | 11k | 100.27 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $1.1M | 15k | 72.80 | |
| Msci (MSCI) | 0.1 | $1.0M | 2.1k | 502.65 | |
| Snap Cl A (SNAP) | 0.0 | $360k | 10k | 36.00 |
