13F HOLDINGS REPORT
Archon Partners LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002009
Total Value
$825.8M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 176,800 | $94.2M | 11.40% |
| 2 | APPLE INC | AAPL | 255,000 | $56.6M | 6.86% |
| 3 | FISERV INC | FISV | 223,000 | $49.2M | 5.96% |
| 4 | ALPHABET INC | GOOG | 316,240 | $48.9M | 5.92% |
| 5 | AMAZON COM INC | AMZN | 249,660 | $47.5M | 5.75% |
| 6 | MICROSOFT CORP | MSFT | 102,000 | $38.3M | 4.64% |
| 7 | MASTERCARD INCORPORATED | MA | 66,500 | $36.4M | 4.41% |
| 8 | VISA INC | V | 99,000 | $34.7M | 4.20% |
| 9 | LOWES COS INC | 548661107 | 125,000 | $29.2M | 3.53% |
| 10 | META PLATFORMS INC | META | 48,000 | $27.7M | 3.35% |
| 11 | SPDR S&P 500 ETF TR | SPY | 49,100 | $27.5M | 3.33% |
| 12 | NVR INC | NVR | 3,766 | $27.3M | 3.30% |
| 13 | BLACKSTONE INC | BX | 190,000 | $26.6M | 3.22% |
| 14 | TRANSDIGM GROUP INC | TDG | 17,300 | $23.9M | 2.90% |
| 15 | ELEVANCE HEALTH INC | ELV | 50,000 | $21.7M | 2.63% |
| 16 | UNION PAC CORP | UNP | 85,000 | $20.1M | 2.43% |
| 17 | NETFLIX INC | NFLX | 21,050 | $19.6M | 2.38% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 80,000 | $19.6M | 2.38% |
| 19 | LOCKHEED MARTIN CORP | LMT | 35,000 | $15.6M | 1.89% |
| 20 | SERVICENOW INC | NOW | 18,000 | $14.3M | 1.74% |
| 21 | EQUINIX INC | EQIX | 16,800 | $13.7M | 1.66% |
| 22 | PALANTIR TECHNOLOGIES INC | PLTR | 160,000 | $13.5M | 1.64% |
| 23 | RTX CORPORATION | RTX | 101,000 | $13.4M | 1.62% |
| 24 | UBER TECHNOLOGIES INC | UBER | 179,600 | $13.1M | 1.58% |
| 25 | ALIBABA GROUP HLDG LTD | BBAAY | 91,000 | $12.0M | 1.46% |
| 26 | HILTON WORLDWIDE HLDGS INC | HLT | 50,800 | $11.6M | 1.40% |
| 27 | APOLLO GLOBAL MGMT INC | 03769M106 | 84,000 | $11.5M | 1.39% |
| 28 | LIVE NATION ENTERTAINMENT IN | LYV | 86,000 | $11.2M | 1.36% |
| 29 | HYATT HOTELS CORP | H | 82,000 | $10.0M | 1.22% |
| 30 | NVIDIA CORPORATION | NVDA | 65,000 | $7.0M | 0.85% |
| 31 | NOVO-NORDISK A S | NONOF | 90,000 | $6.2M | 0.76% |
| 32 | CLOUDFLARE INC | NET | 55,000 | $6.2M | 0.75% |
| 33 | QXO INC | QXO-PB | 430,000 | $5.8M | 0.71% |
| 34 | PALO ALTO NETWORKS INC | PANW | 30,030 | $5.1M | 0.62% |
| 35 | FIDELITY NATIONAL FINANCIAL | FNF | 45,000 | $2.9M | 0.35% |
| 36 | CONSTELLATION BRANDS INC | STZ | 7,825 | $1.4M | 0.17% |
| 37 | INGERSOLL RAND INC | IR | 16,500 | $1.3M | 0.16% |
| 38 | AURORA INNOVATION INC | AUROW | 90,000 | $605,250 | 0.07% |