HoldingsChannel.com
Archon Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $30,723
     BRK.B168,040UNCH$30,723
AMAZON COM INC 13,983 UNCH $27,263
     AMZN13,983UNCH$27,263
FISERV INC 223,000 -26,000 $21,183
     FISV223,000-26,000$21,183
APPLE INC 78,500 -16,000 $19,962
     AAPL78,500-16,000$19,962
MICROSOFT CORP 119,000 UNCH $18,767
     MSFT119,000UNCH$18,767
EQUINIX INC 29,800 UNCH $18,612
     EQIX29,800UNCH$18,612
ALPHABET INC 15,735 +900 $18,283
     GOOGL15,735+900$18,283
LOCKHEED MARTIN CORP 52,500 UNCH $17,795
     LMT52,500UNCH$17,795
MASTERCARD INC 72,040 UNCH $17,402
     MA72,040UNCH$17,402
VISA INC 101,560 UNCH $16,363
     V101,560UNCH$16,363
LIBERTY BROADBAND CORP 144,000 UNCH $15,944
     LBRDK144,000UNCH$15,944
ANTHEM INC 60,000 UNCH $13,622
     ANTM60,000UNCH$13,622
MARKEL CORP 12,830 +1,200 $11,905
     MKL12,830+1,200$11,905
UNION PAC CORP 80,000 UNCH $11,283
     UNP80,000UNCH$11,283
NEWMARKET CORP 29,301 UNCH $11,218
     NEU29,301UNCH$11,218
CANADIAN NATL RY CO 142,500 +43,500 $11,062
     CNI142,500+43,500$11,062
FACEBOOK INC 65,900 UNCH $10,992
     FB65,900UNCH$10,992
LOWES COS INC 125,000 UNCH $10,756
     LOW125,000UNCH$10,756
COMCAST CORP NEW 306,000 +10,000 $10,520
     CMCSA306,000+10,000$10,520
PFIZER INC 315,550 -100 $10,300
     PFE315,550-100$10,300
JPMORGAN CHASE & CO 109,500 +43,500 $9,858
     JPM109,500+43,500$9,858
DISNEY WALT CO 101,500 UNCH $9,805
     DIS101,500UNCH$9,805
NVR INC 3,766 UNCH $9,675
     NVR3,766UNCH$9,675
BLACKSTONE GROUP INC 190,000 UNCH $8,658
     BX190,000UNCH$8,658
LIBERTY MEDIA CORP DEL 272,100 UNCH $8,604
     LSXMK272,100UNCH$8,604
EHEALTH INC 57,100 +3,400 $8,041
     EHTH57,100+3,400$8,041
BOOKING HLDGS INC 5,500 UNCH $7,399
     BKNG5,500UNCH$7,399
GUIDEWIRE SOFTWARE INC 84,500 UNCH $6,702
     GWRE84,500UNCH$6,702
COSTAR GROUP INC 11,282 +11,282 $6,625
     CSGP11,282+11,282$6,625
MONGODB INC 48,500 +25,500 $6,622
     MDB48,500+25,500$6,622
SERVICENOW INC 23,000 UNCH $6,591
     NOW23,000UNCH$6,591
TRANSUNION 96,500 +16,000 $6,386
     TRU96,500+16,000$6,386
FLEETCOR TECHNOLOGIES INC 26,000 +2,500 $4,850
     FLT26,000+2,500$4,850
OKTA INC 33,100 +3,000 $4,047
     OKTA33,100+3,000$4,047
WELLS FARGO CO NEW 136,000 -129,000 $3,903
     WFC136,000-129,000$3,903
LIBERTY MEDIA CORP DEL 137,500 -35,500 $3,744
     FWONK137,500-35,500$3,744
MOODYS CORP 16,000 +16,000 $3,384
     MCO16,000+16,000$3,384
TESLA INC 5,830 +5,830 $3,055
     TSLA5,830+5,830$3,055
AUTODESK INC 19,000 +19,000 $2,966
     ADSK19,000+19,000$2,966
REDFIN CORP 165,700 +165,700 $2,555
     RDFN165,700+165,700$2,555
LIBERTY MEDIA CORP DEL 86,000 -32,500 $1,639
     BATRK86,000-32,500$1,639
IAC INTERACTIVECORP 8,800 UNCH $1,577
     IAC8,800UNCH$1,577
CONSTELLATION BRANDS INC 8,900 UNCH $1,276
     STZ8,900UNCH$1,276
GCI LIBERTY INC 22,000 UNCH $1,253
     GLIBA22,000UNCH$1,253
CME GROUP INC 7,200 +800 $1,245
     CME7,200+800$1,245
BLACK KNIGHT INC 20,000 UNCH $1,161
     BKI20,000UNCH$1,161
PAYPAL HLDGS INC 11,000 UNCH $1,053
     PYPL11,000UNCH$1,053
FIDELITY NATIONAL FINANCIAL 40,500 UNCH $1,008
     FNF40,500UNCH$1,008
THE TRADE DESK INC 4,000 UNCH $772
     TTD4,000UNCH$772
LIBERTY MEDIA CORP DEL 22,600 UNCH $716
     LSXMA22,600UNCH$716

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 03/31/2020: $462,119
At 12/31/2019: $586,697

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

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