Archon Partners LLC
- SEC CIK
- 0001454424
- Latest filing
- Aug 6, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 42
- 0 vs. Q1 2023
- Portfolio value
- $668.2M
- +$68.9M (+11.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 176,800 | $60.3M | 9.0% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 262,000 | $50.8M | 7.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 316,240 | $37.9M | 5.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 102,000 | $34.7M | 5.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 249,660 | $32.5M | 4.9% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 65,000 | $28.9M | 4.3% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 125,000 | $28.2M | 4.2% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 223,000 | $28.1M | 4.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 66,500 | $26.2M | 3.9% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 3,766 | $23.9M | 3.6% | 00.0% | Unchanged | History |
| EQIXEquinix Inc | COM | 29,800 | $23.4M | 3.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 94,000 | $22.3M | 3.3% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 40,500 | $18.6M | 2.8% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 40,100 | $17.8M | 2.7% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 190,000 | $17.7M | 2.6% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 185,500 | $16.5M | 2.5% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 80,000 | $16.4M | 2.4% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 17,300 | $15.5M | 2.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 48,000 | $13.8M | 2.1% | −3,400−6.6% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 62,000 | $12.0M | 1.8% | +1,000+1.6% | Added | History |
| JNJJohnson & Johnson | Stock | 69,000 | $11.4M | 1.7% | +11,000+19.0% | Added | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 185,000 | $11.4M | 1.7% | +185,000 | New | – |
| OXYOccidental Petroleum Corp | Stock | 176,500 | $10.4M | 1.6% | +10,500+6.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 18,000 | $10.1M | 1.5% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 76,000 | $9.74M | 1.5% | +18,600+32.4% | Added | History |
| MRKMerck & Co., Inc. | Stock | 82,500 | $9.52M | 1.4% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 21,050 | $9.27M | 1.4% | +6,250+42.2% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 111,000 | $8.89M | 1.3% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 78,300 | $8.85M | 1.3% | +5,500+7.6% | Added | History |
| CMCSAComcast Corp | Stock | 210,000 | $8.73M | 1.3% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 86,000 | $7.84M | 1.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 179,600 | $7.75M | 1.2% | +179,600 | New | History |
| HHyatt Hotels Corp | COM CL A | 60,000 | $6.87M | 1.0% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 60,000 | $5.36M | 0.8% | −26,000−30.2% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 32,800 | $4.77M | 0.7% | 00.0% | Unchanged | History |
| ZGZillow Group, Inc. | CL A | 82,100 | $4.04M | 0.6% | +82,100 | New | History |
| STZConstellation Brands, Inc. | Stock | 7,825 | $1.93M | 0.3% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 50,000 | $1.80M | 0.3% | 00.0% | Unchanged | History |
| BKIBlack Knight, Inc. | COM | 21,000 | $1.25M | 0.2% | 00.0% | Unchanged | History |
| IRIngersoll Rand Inc. | COM | 16,500 | $1.08M | 0.2% | 00.0% | Unchanged | History |
| TRUTransUnion | COM | 12,100 | $947.8K | 0.1% | 00.0% | Unchanged | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 24,723 | $809.2K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| DEDeere & Co | Stock | 23,900 | $9.87M | 1.6% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 76,000 | $7.07M | 1.2% | History |
| APOApollo Global Management, Inc. | COM | 79,500 | $5.02M | 0.8% | History |