Archon Partners as of Sept. 30, 2023
Portfolio Holdings for Archon Partners
Archon Partners holds 40 positions in its portfolio as reported in the September 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) | 9.7 | $62M | 177k | 350.30 | |
| Apple (AAPL) | 6.8 | $44M | 255k | 171.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $41M | 316k | 130.86 | |
| Microsoft Corporation (MSFT) | 5.0 | $32M | 102k | 315.75 | |
| Amazon (AMZN) | 5.0 | $32M | 250k | 127.12 | |
| Anthem (ELV) | 4.4 | $28M | 65k | 435.42 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $26M | 67k | 395.91 | |
| Lowe's Companies (LOW) | 4.1 | $26M | 125k | 207.84 | |
| Fiserv (FI) | 3.9 | $25M | 223k | 112.96 | |
| NVR (NVR) | 3.5 | $23M | 3.8k | 5963.30 | |
| Equinix (EQIX) | 3.4 | $22M | 30k | 726.26 | |
| Visa Com Cl A (V) | 3.4 | $22M | 94k | 230.01 | |
| Blackstone Group Inc Com Cl A (BX) | 3.2 | $20M | 190k | 107.14 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $17M | 40k | 427.48 | |
| Lockheed Martin Corporation (LMT) | 2.6 | $17M | 41k | 408.96 | |
| Union Pacific Corporation (UNP) | 2.5 | $16M | 80k | 203.63 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $15M | 17k | 843.13 | |
| Meta Platforms Cl A (META) | 2.3 | $14M | 48k | 300.21 | |
| CoStar (CSGP) | 2.2 | $14M | 186k | 76.89 | |
| Occidental Petroleum Corporation (OXY) | 1.8 | $12M | 178k | 64.88 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $11M | 78k | 145.02 | |
| Airbnb Com Cl A (ABNB) | 1.6 | $10M | 76k | 137.21 | |
| American Tower Reit (AMT) | 1.6 | $10M | 62k | 164.45 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.6 | $10M | 111k | 91.32 | |
| Servicenow (NOW) | 1.6 | $10M | 18k | 558.96 | |
| Intercontinental Exchange (ICE) | 1.6 | $10M | 91k | 110.02 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $9.3M | 210k | 44.34 | |
| Merck & Co (MRK) | 1.3 | $8.5M | 83k | 102.95 | |
| Uber Technologies (UBER) | 1.3 | $8.3M | 180k | 45.99 | |
| Netflix (NFLX) | 1.2 | $7.9M | 21k | 377.60 | |
| Live Nation Entertainment (LYV) | 1.1 | $7.1M | 86k | 83.04 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.0 | $6.6M | 63k | 106.08 | |
| Workday Cl A (WDAY) | 0.9 | $5.7M | 27k | 214.85 | |
| Hilton Worldwide Holdings (HLT) | 0.8 | $4.9M | 33k | 150.18 | |
| Walt Disney Company (DIS) | 0.8 | $4.9M | 60k | 81.05 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.1M | 50k | 41.30 | |
| Constellation Brands Cl A (STZ) | 0.3 | $2.0M | 7.8k | 251.33 | |
| Ingersoll Rand (IR) | 0.2 | $1.1M | 17k | 63.72 | |
| Transunion (TRU) | 0.1 | $869k | 12k | 71.79 | |
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.1 | $403k | 16k | 25.46 |
