Q4 2024 · 13F-HR
Archon Partners LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-000961
$859.5M
Reported value
39
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.1M | 9.32% | 176,800 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $63.9M | 7.43% | 255,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $59.9M | 6.96% | 316,240 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $54.8M | 6.37% | 249,660 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $45.8M | 5.33% | 223,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $43.0M | 5.00% | 102,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $35.0M | 4.07% | 66,500 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $32.8M | 3.81% | 190,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $31.3M | 3.64% | 99,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $30.9M | 3.59% | 125,000 | Common | SOLE |
| 62944T105 | NVR | NVR INC | $30.8M | 3.58% | 3,766 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $28.8M | 3.35% | 49,100 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $28.1M | 3.27% | 48,000 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $24.0M | 2.79% | 65,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $21.9M | 2.55% | 17,300 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $19.4M | 2.26% | 85,000 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $19.2M | 2.23% | 80,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $19.1M | 2.22% | 18,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $18.8M | 2.18% | 21,050 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $17.0M | 1.98% | 35,000 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $15.8M | 1.84% | 16,800 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $15.8M | 1.84% | 209,000 | Common | SOLE |
| 448579102 | H | HYATT HOTELS CORP | $12.9M | 1.50% | 82,000 | Common | SOLE |
| 23331A109 | DHI | D R HORTON INC | $12.6M | 1.46% | 90,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $12.6M | 1.46% | 50,800 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $11.7M | 1.36% | 101,000 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $11.1M | 1.30% | 86,000 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $10.9M | 1.27% | 152,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $10.8M | 1.26% | 179,600 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $7.3M | 0.85% | 18,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $6.5M | 0.76% | 40,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $5.7M | 0.66% | 53,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.5M | 0.64% | 30,030 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $5.0M | 0.58% | 314,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $4.9M | 0.57% | 130,000 | Common | SOLE |
| 31620R303 | FNF | FIDELITY NATIONAL FINANCIAL | $2.5M | 0.29% | 45,000 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $1.7M | 0.20% | 7,825 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $1.5M | 0.17% | 16,500 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $378,000 | 0.04% | 60,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.