Archon Partners as of March 31, 2023
Portfolio Holdings for Archon Partners
Archon Partners holds 42 positions in its portfolio as reported in the March 2023 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) | 9.1 | $55M | 177k | 308.77 | |
| Apple (AAPL) | 7.2 | $43M | 262k | 164.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $33M | 316k | 103.73 | |
| Anthem (ELV) | 5.0 | $30M | 65k | 459.81 | |
| Microsoft Corporation (MSFT) | 4.9 | $29M | 102k | 288.30 | |
| Amazon (AMZN) | 4.3 | $26M | 250k | 103.29 | |
| Fiserv (FI) | 4.2 | $25M | 223k | 113.03 | |
| Lowe's Companies (LOW) | 4.2 | $25M | 125k | 199.97 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $24M | 67k | 363.41 | |
| Equinix (EQIX) | 3.6 | $22M | 30k | 721.04 | |
| Visa Com Cl A (V) | 3.5 | $21M | 94k | 225.46 | |
| NVR (NVR) | 3.5 | $21M | 3.8k | 5572.19 | |
| Lockheed Martin Corporation (LMT) | 3.2 | $19M | 41k | 472.73 | |
| Blackstone Group Inc Com Cl A (BX) | 2.8 | $17M | 190k | 87.84 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $16M | 40k | 409.39 | |
| Union Pacific Corporation (UNP) | 2.7 | $16M | 80k | 201.26 | |
| CoStar (CSGP) | 2.1 | $13M | 186k | 68.85 | |
| TransDigm Group Incorporated (TDG) | 2.1 | $13M | 17k | 737.05 | |
| American Tower Reit (AMT) | 2.1 | $13M | 61k | 204.34 | |
| Meta Platforms Cl A (META) | 1.8 | $11M | 51k | 211.94 | |
| Occidental Petroleum Corporation (OXY) | 1.7 | $10M | 166k | 62.43 | |
| Deere & Company (DE) | 1.6 | $9.9M | 24k | 412.88 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.5 | $9.1M | 111k | 81.70 | |
| Johnson & Johnson (JNJ) | 1.5 | $9.0M | 58k | 155.00 | |
| Merck & Co (MRK) | 1.5 | $8.8M | 83k | 106.39 | |
| Walt Disney Company (DIS) | 1.4 | $8.6M | 86k | 100.13 | |
| Servicenow (NOW) | 1.4 | $8.4M | 18k | 464.72 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $8.0M | 210k | 37.91 | |
| Intercontinental Exchange (ICE) | 1.3 | $7.6M | 73k | 104.29 | |
| Airbnb Com Cl A (ABNB) | 1.2 | $7.1M | 57k | 124.40 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $7.1M | 76k | 93.02 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.1 | $6.7M | 60k | 111.79 | |
| Live Nation Entertainment (LYV) | 1.0 | $6.0M | 86k | 70.00 | |
| Netflix (NFLX) | 0.9 | $5.1M | 15k | 345.48 | |
| Apollo Global Mgmt (APO) | 0.8 | $5.0M | 80k | 63.16 | |
| Hilton Worldwide Holdings (HLT) | 0.8 | $4.6M | 33k | 140.87 | |
| Constellation Brands Cl A (STZ) | 0.3 | $1.8M | 7.8k | 225.89 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.7M | 50k | 34.93 | |
| Black Knight | 0.2 | $1.2M | 21k | 57.56 | |
| Ingersoll Rand (IR) | 0.2 | $960k | 17k | 58.18 | |
| Transunion (TRU) | 0.1 | $752k | 12k | 62.14 | |
| Liberty Media Corp Del Com C Siriusxm | 0.1 | $692k | 25k | 27.99 |
