HoldingsChannel.com
Archon Partners LLC Top Holdings
As of  06/30/2022, below is a summary of the Archon Partners LLC top holdings by largest position size, as per the latest 13f filing made by Archon Partners LLC. In the Archon Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Archon Partners LLC in that top holding, then the share count change between reporting periods, and finally the Archon Partners LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $45,461
     BRK.B166,510UNCH$45,461
APPLE INC 283,000 UNCH $38,692
     AAPL283,000UNCH$38,692
ALPHABET INC 15,955 UNCH $34,770
     GOOGL15,955UNCH$34,770
ELEVANCE HEALTH INC 65,000 UNCH $31,368
     ANTM65,000UNCH$31,368
MICROSOFT CORP 107,000 UNCH $27,481
     MSFT107,000UNCH$27,481
AMAZON COM INC 249,660 +237,177 $26,516
     AMZN249,660+237,177$26,516
MASTERCARD INCORPORATED 72,040 UNCH $22,727
     MA72,040UNCH$22,727
LOWES COS INC 125,000 UNCH $21,834
     LOW125,000UNCH$21,834
VISA INC 101,560 UNCH $19,996
     V101,560UNCH$19,996
FISERV INC 223,000 UNCH $19,840
     FISV223,000UNCH$19,840
EQUINIX INC 29,800 UNCH $19,579
     EQIX29,800UNCH$19,579
LIBERTY BROADBAND CORP 156,760 UNCH $18,128
     LBRDK156,760UNCH$18,128
SPDR S&P 500 ETF TR (SPY) 48,000 +6,000 $18,108
     SPY48,000+6,000$18,108
LOCKHEED MARTIN CORP 40,500 UNCH $17,413
     LMT40,500UNCH$17,413
BLACKSTONE INC 190,000 UNCH $17,334
     BX190,000UNCH$17,334
UNION PAC CORP 80,000 UNCH $17,062
     UNP80,000UNCH$17,062
NVR INC 3,766 UNCH $15,080
     NVR3,766UNCH$15,080
LIVE NATION ENTERTAINMENT IN 166,000 UNCH $13,708
     LYV166,000UNCH$13,708
TRANSDIGM GROUP INC 25,100 UNCH $13,470
     TDG25,100UNCH$13,470
AMERICAN TOWER CORP NEW 50,000 UNCH $12,780
     AMT50,000UNCH$12,780
COMCAST CORP NEW 306,000 UNCH $12,007
     CMCSA306,000UNCH$12,007
CANADIAN NATL RY CO 99,000 -6,500 $11,135
     CNI99,000-6,500$11,135
COSTAR GROUP INC 183,000 +2,000 $11,055
     CSGP183,000+2,000$11,055
META PLATFORMS INC 67,900 UNCH $10,949
     FB67,900UNCH$10,949
SYSCO CORP 123,500 UNCH $10,462
     SYY123,500UNCH$10,462
DISNEY WALT CO 101,500 UNCH $9,582
     DIS101,500UNCH$9,582
TRANSUNION 117,000 UNCH $9,359
     TRU117,000UNCH$9,359
SERVICENOW INC 18,000 UNCH $8,559
     NOW18,000UNCH$8,559
HILTON WORLDWIDE HLDGS INC 68,000 +32,273 $7,578
     HLT68,000+32,273$7,578
NIKE INC 65,000 -34,600 $6,643
     NKE65,000-34,600$6,643
BOSTON PROPERTIES INC 70,000 -13,000 $6,229
     BXP70,000-13,000$6,229
EOG RES INC 47,300 +47,300 $5,224
     EOG47,300+47,300$5,224
CONSTELLATION BRANDS INC 8,900 UNCH $2,074
     STZ8,900UNCH$2,074
SBA COMMUNICATIONS CORP NEW 5,800 UNCH $1,856
     SBAC5,800UNCH$1,856
FIDELITY NATIONAL FINANCIAL 50,000 UNCH $1,848
     FNF50,000UNCH$1,848
MATCH GROUP INC NEW 20,000 +2,000 $1,394
     MTCH20,000+2,000$1,394
BLACK KNIGHT INC 21,000 UNCH $1,373
     BKI21,000UNCH$1,373

See Full List: All Stocks Held By Archon Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Archon Partners LLC

Size ($ in 1000's)
At 06/30/2022: $569,565
At 03/31/2022: $754,947

Archon Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Archon Partners LLC 13F filings. Link to 13F filings: SEC filings

Archon Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.