Archon Partners LLC
- SEC CIK
- 0001454424
- Latest filing
- Aug 6, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 53
- No 13F data for Q4 2020
- Portfolio value
- $715.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 166,510 | $42.5M | 5.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 12,483 | $38.6M | 5.4% | – | – | History |
| AAPLApple Inc. | Stock | 283,000 | $34.6M | 4.8% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 15,955 | $32.9M | 4.6% | – | – | History |
| FISVFiserv Inc | Stock | 223,000 | $26.5M | 3.7% | – | – | History |
| MAMastercard Inc | Stock | 72,040 | $25.6M | 3.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 107,000 | $25.2M | 3.5% | – | – | History |
| LOWLowes Companies Inc | Stock | 125,000 | $23.8M | 3.3% | – | – | History |
| LBRDKLiberty Broadband Corp | COM SER C | 156,760 | $23.5M | 3.3% | – | – | History |
| ELVElevance Health, Inc. | Stock | 65,000 | $23.3M | 3.3% | – | – | History |
| XYZBlock, Inc. | CL A | 100,000 | $22.7M | 3.2% | – | – | History |
| VVisa Inc. | Stock | 101,560 | $21.5M | 3.0% | – | – | History |
| EQIXEquinix Inc | COM | 29,800 | $20.3M | 2.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 67,900 | $20.0M | 2.8% | – | – | History |
| DISWalt Disney Co | Stock | 101,500 | $18.7M | 2.6% | – | – | History |
| NVRNVR Inc | COM | 3,766 | $17.7M | 2.5% | – | – | History |
| UNPUnion Pacific Corp | Stock | 80,000 | $17.6M | 2.5% | – | – | History |
| CMCSAComcast Corp | Stock | 306,000 | $16.6M | 2.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,000 | $15.5M | 2.2% | – | – | History |
| LMTLockheed Martin Corp | Stock | 40,500 | $15.0M | 2.1% | – | – | History |
| BXBlackstone Inc. | COM | 190,000 | $14.2M | 2.0% | – | – | History |
| CSGPCostar Group, Inc. | COM | 17,100 | $14.1M | 2.0% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 166,000 | $14.1M | 2.0% | – | – | History |
| TDGTransDigm Group INC | COM | 22,100 | $13.0M | 1.8% | – | – | History |
| RDFNRedfin Corp | COM | 194,400 | $12.9M | 1.8% | – | – | History |
| MDBMongoDB, Inc. | CL A | 48,256 | $12.9M | 1.8% | – | – | History |
| AMTAmerican Tower Corp | REIT | 50,000 | $12.0M | 1.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 23,000 | $11.5M | 1.6% | – | – | History |
| NEUNewmarket Corp | COM | 29,101 | $11.1M | 1.5% | – | – | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 934,000 | $10.8M | 1.5% | – | – | History |
| TRUTransUnion | COM | 117,000 | $10.5M | 1.5% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 440,000 | $10.2M | 1.4% | – | – | History |
| BKIBlack Knight, Inc. | COM | 123,000 | $9.10M | 1.3% | – | – | History |
| TSLATesla, Inc. | Stock | 12,000 | $8.02M | 1.1% | – | – | History |
| COFCapital One Financial Corp | Stock | 61,000 | $7.76M | 1.1% | – | – | History |
| ADSKAutodesk, Inc. | COM | 27,000 | $7.48M | 1.0% | – | – | History |
| OKTAOkta, Inc. | CL A | 32,600 | $7.19M | 1.0% | – | – | History |
| ILMNIllumina, Inc. | COM | 18,500 | $7.11M | 1.0% | – | – | History |
| GEGeneral Electric Co | COM | 493,000 | $6.47M | 0.9% | – | – | History |
| DASHDoorDash, Inc. | Stock | 38,000 | $4.98M | 0.7% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 26,000 | $4.89M | 0.7% | – | – | History |
| CVXChevron Corp | Stock | 45,000 | $4.72M | 0.7% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 11,000 | $2.67M | 0.4% | – | – | History |
| MTCHMatch Group, Inc. | COM | 18,993 | $2.61M | 0.4% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 11,000 | $2.38M | 0.3% | – | – | – |
| FNFFidelity National Financial, Inc. | COM SHS | 50,000 | $2.03M | 0.3% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 8,900 | $2.03M | 0.3% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 3,000 | $1.96M | 0.3% | – | – | History |
| SBACSba Communications Corp | CL A | 4,000 | $1.11M | 0.2% | – | – | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 24,723 | $1.09M | 0.2% | – | – | – |
| NEONeogenomics Inc | COM NEW | 21,900 | $1.06M | 0.1% | – | – | History |
| Foley Trasimene Acquistn Cor34431F203 | UNIT 99/99/9999 | 73,907 | $791.0K | 0.1% | – | – | – |
| COUPCoupa Software Inc | COM | 3,000 | $763.0K | 0.1% | – | – | History |