13F HOLDINGS REPORT
Archon Partners LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000961
Total Value
$859.5M
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 | $80.1M | 9.32% |
| 2 | APPLE INC | AAPL | 255,000 | $63.9M | 7.43% |
| 3 | ALPHABET INC | GOOG | 316,240 | $59.9M | 6.96% |
| 4 | AMAZON COM INC | AMZN | 249,660 | $54.8M | 6.37% |
| 5 | FISERV INC | FISV | 223,000 | $45.8M | 5.33% |
| 6 | MICROSOFT CORP | MSFT | 102,000 | $43.0M | 5.00% |
| 7 | MASTERCARD INCORPORATED | MA | 66,500 | $35.0M | 4.07% |
| 8 | BLACKSTONE INC | BX | 190,000 | $32.8M | 3.81% |
| 9 | VISA INC | V | 99,000 | $31.3M | 3.64% |
| 10 | LOWES COS INC | 548661107 | 125,000 | $30.9M | 3.59% |
| 11 | NVR INC | NVR | 3,766 | $30.8M | 3.58% |
| 12 | SPDR S&P 500 ETF TR | SPY | 49,100 | $28.8M | 3.35% |
| 13 | META PLATFORMS INC | META | 48,000 | $28.1M | 3.27% |
| 14 | ELEVANCE HEALTH INC | ELV | 65,000 | $24.0M | 2.79% |
| 15 | TRANSDIGM GROUP INC | TDG | 17,300 | $21.9M | 2.55% |
| 16 | UNION PAC CORP | UNP | 85,000 | $19.4M | 2.26% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 80,000 | $19.2M | 2.23% |
| 18 | SERVICENOW INC | NOW | 18,000 | $19.1M | 2.22% |
| 19 | NETFLIX INC | NFLX | 21,050 | $18.8M | 2.18% |
| 20 | LOCKHEED MARTIN CORP | LMT | 35,000 | $17.0M | 1.98% |
| 21 | EQUINIX INC | EQIX | 16,800 | $15.8M | 1.84% |
| 22 | PALANTIR TECHNOLOGIES INC | PLTR | 209,000 | $15.8M | 1.84% |
| 23 | HYATT HOTELS CORP | H | 82,000 | $12.9M | 1.50% |
| 24 | D R HORTON INC | 23331A109 | 90,000 | $12.6M | 1.46% |
| 25 | HILTON WORLDWIDE HLDGS INC | HLT | 50,800 | $12.6M | 1.46% |
| 26 | RTX CORPORATION | RTX | 101,000 | $11.7M | 1.36% |
| 27 | LIVE NATION ENTERTAINMENT IN | LYV | 86,000 | $11.1M | 1.30% |
| 28 | COSTAR GROUP INC | CSGP | 152,000 | $10.9M | 1.27% |
| 29 | UBER TECHNOLOGIES INC | UBER | 179,600 | $10.8M | 1.26% |
| 30 | TESLA INC | TSLA | 18,000 | $7.3M | 0.85% |
| 31 | REDDIT INC | RDDT | 40,000 | $6.5M | 0.76% |
| 32 | CLOUDFLARE INC | NET | 53,000 | $5.7M | 0.66% |
| 33 | PALO ALTO NETWORKS INC | PANW | 30,030 | $5.5M | 0.64% |
| 34 | QXO INC | QXO-PB | 314,000 | $5.0M | 0.58% |
| 35 | COMCAST CORP NEW | CCZ | 130,000 | $4.9M | 0.57% |
| 36 | FIDELITY NATIONAL FINANCIAL | FNF | 45,000 | $2.5M | 0.29% |
| 37 | CONSTELLATION BRANDS INC | STZ | 7,825 | $1.7M | 0.20% |
| 38 | INGERSOLL RAND INC | IR | 16,500 | $1.5M | 0.17% |
| 39 | AURORA INNOVATION INC | AUROW | 60,000 | $378,000 | 0.04% |