Archon Partners as of June 30, 2023
Portfolio Holdings for Archon Partners
Archon Partners holds 42 positions in its portfolio as reported in the June 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) | 9.0 | $60M | 177k | 341.00 | |
| Apple (AAPL) | 7.6 | $51M | 262k | 193.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $38M | 316k | 119.70 | |
| Microsoft Corporation (MSFT) | 5.2 | $35M | 102k | 340.54 | |
| Amazon (AMZN) | 4.9 | $33M | 250k | 130.36 | |
| Anthem (ELV) | 4.3 | $29M | 65k | 444.29 | |
| Lowe's Companies (LOW) | 4.2 | $28M | 125k | 225.70 | |
| Fiserv (FI) | 4.2 | $28M | 223k | 126.15 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $26M | 67k | 393.30 | |
| NVR (NVR) | 3.6 | $24M | 3.8k | 6350.62 | |
| Equinix (EQIX) | 3.5 | $23M | 30k | 783.94 | |
| Visa Com Cl A (V) | 3.3 | $22M | 94k | 237.48 | |
| Lockheed Martin Corporation (LMT) | 2.8 | $19M | 41k | 460.38 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $18M | 40k | 443.28 | |
| Blackstone Group Inc Com Cl A (BX) | 2.6 | $18M | 190k | 92.97 | |
| CoStar (CSGP) | 2.5 | $17M | 186k | 89.00 | |
| Union Pacific Corporation (UNP) | 2.4 | $16M | 80k | 204.62 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $16M | 17k | 894.17 | |
| Meta Platforms Cl A (META) | 2.1 | $14M | 48k | 286.98 | |
| American Tower Reit (AMT) | 1.8 | $12M | 62k | 193.94 | |
| Johnson & Johnson (JNJ) | 1.7 | $11M | 69k | 165.52 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.7 | $11M | 185k | 61.70 | |
| Occidental Petroleum Corporation (OXY) | 1.6 | $10M | 177k | 58.80 | |
| Servicenow (NOW) | 1.5 | $10M | 18k | 561.97 | |
| Airbnb Com Cl A (ABNB) | 1.5 | $9.7M | 76k | 128.16 | |
| Merck & Co (MRK) | 1.4 | $9.5M | 83k | 115.39 | |
| Netflix (NFLX) | 1.4 | $9.3M | 21k | 440.49 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.3 | $8.9M | 111k | 80.11 | |
| Intercontinental Exchange (ICE) | 1.3 | $8.9M | 78k | 113.08 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $8.7M | 210k | 41.55 | |
| Live Nation Entertainment (LYV) | 1.2 | $7.8M | 86k | 91.11 | |
| Uber Technologies (UBER) | 1.2 | $7.8M | 180k | 43.17 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.0 | $6.9M | 60k | 114.58 | |
| Walt Disney Company (DIS) | 0.8 | $5.4M | 60k | 89.28 | |
| Hilton Worldwide Holdings (HLT) | 0.7 | $4.8M | 33k | 145.55 | |
| Zillow Group Cl A (ZG) | 0.6 | $4.0M | 82k | 49.20 | |
| Constellation Brands Cl A (STZ) | 0.3 | $1.9M | 7.8k | 246.13 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $1.8M | 50k | 36.00 | |
| Black Knight | 0.2 | $1.3M | 21k | 59.73 | |
| Ingersoll Rand (IR) | 0.2 | $1.1M | 17k | 65.36 | |
| Transunion (TRU) | 0.1 | $948k | 12k | 78.33 | |
| Liberty Media Corp Del Com C Siriusxm | 0.1 | $809k | 25k | 32.73 |
