Legal Name: ARCHON PARTNERS LLC
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
Berkshire Hathaway, Inc. (084670702)
|
168,040 |
$35,821k |
|
|
Amazon.com Inc (023135106)
|
13,983 |
$26,479k |
|
|
FISERV INC (337738108)
|
259,000 |
$23,610k |
|
|
Lockheed Martin Corp (539830109)
|
52,500 |
$19,086k |
|
|
MASTERCARD INC (57636Q104)
|
72,040 |
$19,057k |
|
|
Apple Inc (037833100)
|
94,500 |
$18,703k |
|
|
VISA INC COM CL A (92826C839)
|
101,560 |
$17,626k |
|
|
ANTHEM INC (036752103)
|
60,000 |
$16,933k |
|
|
ALPHABET INC (02079K305)
|
14,835 |
$16,063k |
|
|
MICROSOFT CORP (594918104)
|
119,000 |
$15,941k |
|
|
EQUINIX INC (29444U700)
|
29,800 |
$15,028k |
|
|
LIBERTY BROADBAND CORP (530307305)
|
144,000 |
$15,008k |
|
|
DISNEY WALT CO (254687106)
|
101,500 |
$14,173k |
|
|
PFIZER INC (717081103)
|
315,650 |
$13,674k |
|
|
UNION PAC CORP (907818108)
|
80,000 |
$13,529k |
|
|
Facebook Inc (30303M102)
|
65,900 |
$12,719k |
|
|
NVR INC (62944T105)
|
3,766 |
$12,692k |
|
|
LOWES CO (548661107)
|
125,000 |
$12,614k |
|
|
COMCAST CORP (20030N101)
|
296,000 |
$12,515k |
|
|
WELLS FARGO CO NEW (949746101)
|
252,000 |
$11,925k |
|
|
NEWMARKET CORP COM (651587107)
|
29,301 |
$11,748k |
|
|
LIBERTY SIRIUS GROUP (531229607)
|
272,100 |
$10,334k |
|
|
Booking Holdings, Inc. (09857L108)
|
5,500 |
$10,311k |
|
|
HCA HEALTHCARE (40412C101)
|
72,000 |
$9,732k |
|
|
CDN NATL RAILWAY (136375102)
|
99,000 |
$9,156k |
|
|
MARKEL CORP (570535104)
|
8,393 |
$9,145k |
|
|
PALO ALTO NETWORKS (697435105)
|
44,000 |
$8,965k |
|
|
Guidewire Software Inc (40171V100)
|
84,500 |
$8,567k |
|
|
BLACKSTONE GROUP (09253U108)
|
190,000 |
$8,440k |
|
|
Twilio Inc (90138F102)
|
51,800 |
$7,063k |
|
|
FLEETCOR TECHNOLOGIES INC (339041105)
|
23,500 |
$6,600k |
|
|
LIBERTY MEDIA (531229854)
|
173,000 |
$6,472k |
|
|
SERVICENOW INC (81762P102)
|
23,000 |
$6,315k |
|
|
TransUnion (89400J107)
|
80,500 |
$5,918k |
|
|
Vail Resorts Inc Com (91879q109)
|
23,000 |
$5,133k |
|
|
ALTRIA GROUP INC (02209S103)
|
79,910 |
$3,784k |
|
|
EHEALTH INC COM (28238P109)
|
43,700 |
$3,763k |
|
|
OKTA INC CL A (679295105)
|
30,100 |
$3,718k |
|
|
LIBERTY BRAVES GROUP (531229888)
|
118,500 |
$3,314k |
|
|
SILK ROAD MEDICAL INC COM (82710M100)
|
66,100 |
$3,203k |
|
|
ZSCALER INC (98980G102)
|
35,500 |
$2,721k |
|
|
IAC INTERACTIVECORP (44919P508)
|
8,800 |
$1,914k |
|
|
CONSTELLATION BRANDS (21036P108)
|
8,900 |
$1,753k |
|
|
FNF GROUP (31620R303)
|
40,500 |
$1,632k |
|
|
SLACK TECHNOLOGIES (83088V102)
|
43,100 |
$1,616k |
|
|
GCI LIBERTY INC (36164V305)
|
22,000 |
$1,352k |
|
|
PayPal Holdings Inc (70450Y103)
|
11,000 |
$1,259k |
|
|
CME GROUP INC (12572Q105)
|
6,400 |
$1,242k |
|
|
BLACK KNIGHT INC (09215C105)
|
20,000 |
$1,203k |
|
|
THE TRADE DESK (88339J105)
|
4,000 |
$911k |
|
|
HINGHAM INSTN SVGS MASS. (433323102)
|
4,477 |
$886k |
|
|
LIBERTY SIRIUS GROUP (531229409)
|
22,600 |
$855k |
|
|
LIBERTY MEDIA (531229870)
|
17,000 |
$610k |
|
|
COUPA SOFTWARE INC COM (22266L106)
|
3,500 |
$443k |
|
|
EVERBRIDGE INC COM (29978A104)
|
4,500 |
$402k |
|
|
ZENDESK INC COM USD0.01 (98936J101)
|
4,500 |
$401k |
|
|
LIBERTY BRAVES GROUP (531229706)
|
9,500 |
$264k |
|
