Archon Partners LLC
- SEC CIK
- 0001454424
- Latest filing
- Aug 6, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 55
- +2 vs. Q3 2021
- Portfolio value
- $818.7M
- +$53.7M (+7.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 283,000 | $50.3M | 6.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 166,510 | $49.8M | 6.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 15,955 | $46.2M | 5.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 12,483 | $41.6M | 5.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 107,000 | $36.0M | 4.4% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 125,000 | $32.3M | 3.9% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 65,000 | $30.1M | 3.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 72,040 | $25.9M | 3.2% | 00.0% | Unchanged | History |
| LBRDKLiberty Broadband Corp | COM SER C | 156,760 | $25.3M | 3.1% | 00.0% | Unchanged | History |
| EQIXEquinix Inc | COM | 29,800 | $25.2M | 3.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 190,000 | $24.6M | 3.0% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 223,000 | $23.1M | 2.8% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 67,900 | $22.8M | 2.8% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 3,766 | $22.3M | 2.7% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 42,000 | $22.2M | 2.7% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 101,560 | $22.0M | 2.7% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 80,000 | $20.2M | 2.5% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 42,000 | $19.9M | 2.4% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 166,000 | $19.9M | 2.4% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 99,600 | $16.6M | 2.0% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 100,000 | $16.2M | 2.0% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 101,500 | $15.7M | 1.9% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 306,000 | $15.4M | 1.9% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 23,000 | $14.9M | 1.8% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 50,000 | $14.6M | 1.8% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 40,500 | $14.4M | 1.8% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 22,100 | $14.1M | 1.7% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 117,000 | $13.9M | 1.7% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 12,000 | $12.7M | 1.5% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 146,600 | $11.6M | 1.4% | −24,500−14.3% | Reduced | History |
| COFCapital One Financial Corp | Stock | 63,500 | $9.21M | 1.1% | +2,500+4.1% | Added | History |
| SYYSysco Corp | Stock | 116,500 | $9.15M | 1.1% | +116,500 | New | History |
| BACBank of America Corp | Stock | 200,000 | $8.90M | 1.1% | +200,000 | New | History |
| BXPBXP, Inc. | COM | 76,000 | $8.75M | 1.1% | +9,000+13.4% | Added | History |
| ADSKAutodesk, Inc. | COM | 27,000 | $7.59M | 0.9% | 00.0% | Unchanged | History |
| RDFNRedfin Corp | COM | 194,400 | $7.46M | 0.9% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 82,800 | $7.22M | 0.9% | +82,800 | New | History |
| OKTAOkta, Inc. | CL A | 32,000 | $7.17M | 0.9% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 76,600 | $3.60M | 0.4% | +76,600 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 177,000 | $3.22M | 0.4% | −178,000−50.1% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 19,000 | $3.16M | 0.4% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 50,000 | $2.61M | 0.3% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 18,993 | $2.51M | 0.3% | 00.0% | Unchanged | History |
| TTDTrade Desk, Inc. | Stock | 25,000 | $2.29M | 0.3% | 00.0% | Unchanged | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 110,000 | $2.28M | 0.3% | −279,000−71.7% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 8,900 | $2.23M | 0.3% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 11,000 | $2.07M | 0.3% | 00.0% | Unchanged | History |
| SBACSba Communications Corp | CL A | 5,000 | $1.95M | 0.2% | 00.0% | Unchanged | History |
| BKIBlack Knight, Inc. | COM | 20,000 | $1.66M | 0.2% | −3,000−13.0% | Reduced | History |
| PPLIPeople Inc | COM NEW | 11,000 | $1.44M | 0.2% | 00.0% | Unchanged | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 24,723 | $1.26M | 0.2% | 00.0% | Unchanged | – |
| XPOXPO, Inc. | COM | 14,047 | $1.09M | 0.1% | +2,547+22.1% | Added | History |
| ALITAlight, Inc. / Delaware | COM CL A | 83,907 | $907.0K | 0.1% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 8,600 | $781.0K | 0.1% | 00.0% | Unchanged | History |
| COUPCoupa Software Inc | COM | 3,000 | $474.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.