Archon Partners LLC
- SEC CIK
- 0001454424
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 39
- 0 vs. Q3 2024
- Portfolio value
- $859.5M
- −$5.06M (−0.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 176,800 | $80.1M | 9.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 255,000 | $63.9M | 7.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 316,240 | $59.9M | 7.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 249,660 | $54.8M | 6.4% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 223,000 | $45.8M | 5.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 102,000 | $43.0M | 5.0% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 66,500 | $35.0M | 4.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 190,000 | $32.8M | 3.8% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 99,000 | $31.3M | 3.6% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 125,000 | $30.9M | 3.6% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 3,766 | $30.8M | 3.6% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,100 | $28.8M | 3.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 48,000 | $28.1M | 3.3% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 65,000 | $24.0M | 2.8% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 17,300 | $21.9M | 2.6% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 85,000 | $19.4M | 2.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 80,000 | $19.2M | 2.2% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 18,000 | $19.1M | 2.2% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 21,050 | $18.8M | 2.2% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 35,000 | $17.0M | 2.0% | −5,500−13.6% | Reduced | History |
| EQIXEquinix Inc | COM | 16,800 | $15.8M | 1.8% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 209,000 | $15.8M | 1.8% | −50,000−19.3% | Reduced | History |
| HHyatt Hotels Corp | COM CL A | 82,000 | $12.9M | 1.5% | 00.0% | Unchanged | History |
| DHIHorton D R Inc | COM | 90,000 | $12.6M | 1.5% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 50,800 | $12.6M | 1.5% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 101,000 | $11.7M | 1.4% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 86,000 | $11.1M | 1.3% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 152,000 | $10.9M | 1.3% | −33,500−18.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 179,600 | $10.8M | 1.3% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 18,000 | $7.27M | 0.8% | +18,000 | New | History |
| RDDTReddit, Inc. | Stock | 40,000 | $6.54M | 0.8% | +40,000 | New | History |
| NETCloudflare, Inc. | CL A COM | 53,000 | $5.71M | 0.7% | +53,000 | New | History |
| PANWPalo Alto Networks Inc | Stock | 30,030 | $5.46M | 0.6% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| QXOQXO, Inc. | COM NEW | 314,000 | $4.99M | 0.6% | +143,800+84.5% | Added | History |
| CMCSAComcast Corp | Stock | 130,000 | $4.88M | 0.6% | −50,000−27.8% | Reduced | History |
| FNFFidelity National Financial, Inc. | COM SHS | 45,000 | $2.53M | 0.3% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 7,825 | $1.73M | 0.2% | 00.0% | Unchanged | History |
| IRIngersoll Rand Inc. | COM | 16,500 | $1.49M | 0.2% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 60,000 | $378.0K | <0.1% | +60,000 | New | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| OXYOccidental Petroleum Corp | Stock | 213,000 | $11.0M | 1.3% | History |
| MELIMercadolibre Inc | COM | 4,500 | $9.23M | 1.1% | History |
| MDTMedtronic plc | Stock | 101,300 | $9.12M | 1.1% | History |
| FANGDiamondback Energy, Inc. | Stock | 47,000 | $8.10M | 0.9% | History |