13F HOLDINGS REPORT
Archon Partners LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004809
Total Value
$864.6M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 176,800 | $81.4M | 9.41% |
| 2 | APPLE INC | AAPL | 255,000 | $59.4M | 6.87% |
| 3 | ALPHABET INC | GOOG | 316,240 | $52.4M | 6.07% |
| 4 | AMAZON COM INC | AMZN | 249,660 | $46.5M | 5.38% |
| 5 | MICROSOFT CORP | MSFT | 102,000 | $43.9M | 5.08% |
| 6 | FISERV INC | FISV | 223,000 | $40.1M | 4.63% |
| 7 | NVR INC | NVR | 3,766 | $37.0M | 4.27% |
| 8 | LOWES COS INC | 548661107 | 125,000 | $33.9M | 3.92% |
| 9 | ELEVANCE HEALTH INC | ELV | 65,000 | $33.8M | 3.91% |
| 10 | MASTERCARD INCORPORATED | MA | 66,500 | $32.8M | 3.80% |
| 11 | BLACKSTONE INC | BX | 190,000 | $29.1M | 3.37% |
| 12 | SPDR S&P 500 ETF TR | SPY | 49,100 | $28.2M | 3.26% |
| 13 | META PLATFORMS INC | META | 48,000 | $27.5M | 3.18% |
| 14 | VISA INC | V | 99,000 | $27.2M | 3.15% |
| 15 | TRANSDIGM GROUP INC | TDG | 17,300 | $24.7M | 2.86% |
| 16 | LOCKHEED MARTIN CORP | LMT | 40,500 | $23.7M | 2.74% |
| 17 | UNION PAC CORP | UNP | 85,000 | $21.0M | 2.42% |
| 18 | D R HORTON INC | 23331A109 | 90,000 | $17.2M | 1.99% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 80,000 | $16.9M | 1.95% |
| 20 | SERVICENOW INC | NOW | 18,000 | $16.1M | 1.86% |
| 21 | NETFLIX INC | NFLX | 21,050 | $14.9M | 1.73% |
| 22 | EQUINIX INC | EQIX | 16,800 | $14.9M | 1.72% |
| 23 | COSTAR GROUP INC | CSGP | 185,500 | $14.0M | 1.62% |
| 24 | UBER TECHNOLOGIES INC | UBER | 179,600 | $13.5M | 1.56% |
| 25 | HYATT HOTELS CORP | H | 82,000 | $12.5M | 1.44% |
| 26 | RTX CORPORATION | RTX | 101,000 | $12.2M | 1.42% |
| 27 | HILTON WORLDWIDE HLDGS INC | HLT | 50,800 | $11.7M | 1.35% |
| 28 | OCCIDENTAL PETE CORP | 674599105 | 213,000 | $11.0M | 1.27% |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 259,000 | $9.6M | 1.11% |
| 30 | LIVE NATION ENTERTAINMENT IN | LYV | 86,000 | $9.4M | 1.09% |
| 31 | MERCADOLIBRE INC | MELI | 4,500 | $9.2M | 1.07% |
| 32 | MEDTRONIC PLC | MDT | 101,300 | $9.1M | 1.05% |
| 33 | DIAMONDBACK ENERGY INC | FANG | 47,000 | $8.1M | 0.94% |
| 34 | COMCAST CORP NEW | CCZ | 180,000 | $7.5M | 0.87% |
| 35 | PALO ALTO NETWORKS INC | PANW | 15,015 | $5.1M | 0.59% |
| 36 | FIDELITY NATIONAL FINANCIAL | FNF | 45,000 | $2.8M | 0.32% |
| 37 | QXO INC | QXO-PB | 170,200 | $2.7M | 0.31% |
| 38 | CONSTELLATION BRANDS INC | STZ | 7,825 | $2.0M | 0.23% |
| 39 | INGERSOLL RAND INC | IR | 16,500 | $1.6M | 0.19% |