Archon Partners LLC
- SEC CIK
- 0001454424
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 53
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.16 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 166,510 | $4,254 萬 | 5.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,483 | $3,862 萬 | 5.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 283,000 | $3,457 萬 | 4.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,955 | $3,291 萬 | 4.6% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 223,000 | $2,655 萬 | 3.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 72,040 | $2,565 萬 | 3.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 107,000 | $2,523 萬 | 3.5% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 125,000 | $2,377 萬 | 3.3% | – | – | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 156,760 | $2,354 萬 | 3.3% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 65,000 | $2,333 萬 | 3.3% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 100,000 | $2,271 萬 | 3.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 101,560 | $2,150 萬 | 3.0% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 29,800 | $2,025 萬 | 2.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 67,900 | $2,000 萬 | 2.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 101,500 | $1,873 萬 | 2.6% | – | – | 歷史 |
| NVRNVR Inc | COM | 3,766 | $1,774 萬 | 2.5% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 80,000 | $1,763 萬 | 2.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 306,000 | $1,656 萬 | 2.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,000 | $1,546 萬 | 2.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 40,500 | $1,497 萬 | 2.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 190,000 | $1,416 萬 | 2.0% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 17,100 | $1,405 萬 | 2.0% | – | – | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 166,000 | $1,405 萬 | 2.0% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 22,100 | $1,299 萬 | 1.8% | – | – | 歷史 |
| RDFNRedfin Corp | COM | 194,400 | $1,295 萬 | 1.8% | – | – | 歷史 |
| MDBMongoDB, Inc. | CL A | 48,256 | $1,291 萬 | 1.8% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 50,000 | $1,195 萬 | 1.7% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 23,000 | $1,150 萬 | 1.6% | – | – | 歷史 |
| NEUNewmarket Corp | COM | 29,101 | $1,106 萬 | 1.5% | – | – | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 934,000 | $1,078 萬 | 1.5% | – | – | 歷史 |
| TRUTransUnion | COM | 117,000 | $1,053 萬 | 1.5% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 440,000 | $1,025 萬 | 1.4% | – | – | 歷史 |
| BKIBlack Knight, Inc. | COM | 123,000 | $910.1 萬 | 1.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 12,000 | $801.5 萬 | 1.1% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 61,000 | $776.1 萬 | 1.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 27,000 | $748.3 萬 | 1.0% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 32,600 | $718.6 萬 | 1.0% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 18,500 | $710.5 萬 | 1.0% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 493,000 | $647.3 萬 | 0.9% | – | – | 歷史 |
| DASHDoorDash, Inc. | Stock | 38,000 | $498.3 萬 | 0.7% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 26,000 | $488.6 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 45,000 | $471.6 萬 | 0.7% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,000 | $267.1 萬 | 0.4% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 18,993 | $260.9 萬 | 0.4% | – | – | 歷史 |
| IAC Interactivecorp New44891N109 | COM | 11,000 | $237.9 萬 | 0.3% | – | – | – |
| FNFFidelity National Financial, Inc. | COM SHS | 50,000 | $203.3 萬 | 0.3% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 8,900 | $202.9 萬 | 0.3% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 3,000 | $195.5 萬 | 0.3% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 4,000 | $111.0 萬 | 0.2% | – | – | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 24,723 | $109.1 萬 | 0.2% | – | – | – |
| NEONeogenomics Inc | COM NEW | 21,900 | $105.6 萬 | 0.1% | – | – | 歷史 |
| Foley Trasimene Acquistn Cor34431F203 | UNIT 99/99/9999 | 73,907 | $79.1 萬 | 0.1% | – | – | – |
| COUPCoupa Software Inc | COM | 3,000 | $76.3 萬 | 0.1% | – | – | 歷史 |