Archon Partners as of March 31, 2024
Portfolio Holdings for Archon Partners
Archon Partners holds 40 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.1 | $74M | 177k | 420.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $48M | 316k | 150.93 | |
| Amazon (AMZN) | 5.5 | $45M | 250k | 180.38 | |
| Apple (AAPL) | 5.4 | $44M | 255k | 171.48 | |
| Microsoft Corporation (MSFT) | 5.3 | $43M | 102k | 420.72 | |
| Fiserv (FI) | 4.4 | $36M | 223k | 159.82 | |
| Anthem (ELV) | 4.1 | $34M | 65k | 518.54 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $32M | 67k | 481.57 | |
| Lowe's Companies (LOW) | 3.9 | $32M | 125k | 254.73 | |
| NVR (NVR) | 3.7 | $31M | 3.8k | 8099.96 | |
| Visa Com Cl A (V) | 3.4 | $28M | 99k | 279.08 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $26M | 49k | 523.07 | |
| Blackstone Group Inc Com Cl A (BX) | 3.1 | $25M | 190k | 131.37 | |
| Equinix (EQIX) | 3.0 | $25M | 30k | 825.33 | |
| Meta Platforms Cl A (META) | 2.9 | $23M | 48k | 485.58 | |
| Union Pacific Corporation (UNP) | 2.6 | $22M | 88k | 245.93 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $21M | 17k | 1231.60 | |
| Lockheed Martin Corporation (LMT) | 2.3 | $18M | 41k | 454.87 | |
| CoStar (CSGP) | 2.2 | $18M | 186k | 96.60 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $16M | 80k | 200.30 | |
| Uber Technologies (UBER) | 1.7 | $14M | 180k | 76.99 | |
| Servicenow (NOW) | 1.7 | $14M | 18k | 762.40 | |
| Occidental Petroleum Corporation (OXY) | 1.7 | $14M | 210k | 64.99 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.6 | $13M | 82k | 159.62 | |
| Netflix (NFLX) | 1.6 | $13M | 21k | 607.33 | |
| Lennar Corp Cl A (LEN) | 1.4 | $11M | 66k | 171.98 | |
| Hilton Worldwide Holdings (HLT) | 1.3 | $11M | 51k | 213.31 | |
| D.R. Horton (DHI) | 1.2 | $10M | 62k | 164.55 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $9.9M | 101k | 97.53 | |
| Workday Cl A (WDAY) | 1.2 | $9.8M | 36k | 272.75 | |
| Medtronic SHS (MDT) | 1.2 | $9.7M | 111k | 87.15 | |
| Diamondback Energy (FANG) | 1.1 | $9.1M | 46k | 198.17 | |
| Comcast Corp Cl A (CMCSA) | 1.1 | $9.1M | 210k | 43.35 | |
| Live Nation Entertainment (LYV) | 1.1 | $9.1M | 86k | 105.77 | |
| Fortive (FTV) | 0.8 | $6.3M | 73k | 86.02 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $5.5M | 239k | 23.01 | |
| Palo Alto Networks (PANW) | 0.5 | $4.3M | 15k | 284.13 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.4M | 45k | 53.10 | |
| Constellation Brands Cl A (STZ) | 0.3 | $2.1M | 7.8k | 271.76 | |
| Ingersoll Rand (IR) | 0.2 | $1.6M | 17k | 94.95 |
