Archon Partners as of June 30, 2024
Portfolio Holdings for Archon Partners
Archon Partners holds 37 positions in its portfolio as reported in the June 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) | 9.2 | $72M | 177k | 406.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.4 | $58M | 316k | 182.15 | |
| Apple (AAPL) | 6.9 | $54M | 255k | 210.62 | |
| Amazon (AMZN) | 6.2 | $48M | 250k | 193.25 | |
| Microsoft Corporation (MSFT) | 5.9 | $46M | 102k | 446.95 | |
| Anthem (ELV) | 4.5 | $35M | 65k | 541.86 | |
| Fiserv (FI) | 4.3 | $33M | 223k | 149.04 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $29M | 67k | 441.16 | |
| NVR (NVR) | 3.7 | $29M | 3.8k | 7588.56 | |
| Lowe's Companies (LOW) | 3.5 | $28M | 125k | 220.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.4 | $27M | 49k | 544.22 | |
| Visa Com Cl A (V) | 3.3 | $26M | 99k | 262.47 | |
| Meta Platforms Cl A (META) | 3.1 | $24M | 48k | 504.22 | |
| Blackstone Group Inc Com Cl A (BX) | 3.0 | $24M | 190k | 123.80 | |
| TransDigm Group Incorporated (TDG) | 2.8 | $22M | 17k | 1277.61 | |
| Union Pacific Corporation (UNP) | 2.6 | $20M | 88k | 226.26 | |
| Lockheed Martin Corporation (LMT) | 2.4 | $19M | 41k | 467.10 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $16M | 80k | 202.26 | |
| Netflix (NFLX) | 1.8 | $14M | 21k | 674.88 | |
| Servicenow (NOW) | 1.8 | $14M | 18k | 786.67 | |
| CoStar (CSGP) | 1.8 | $14M | 186k | 74.14 | |
| Equinix (EQIX) | 1.6 | $13M | 17k | 756.60 | |
| Occidental Petroleum Corporation (OXY) | 1.6 | $13M | 200k | 63.03 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.6 | $13M | 82k | 151.92 | |
| Hilton Worldwide Holdings (HLT) | 1.4 | $11M | 51k | 218.20 | |
| Lennar Corp Cl A (LEN) | 1.3 | $10M | 68k | 149.87 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $10M | 101k | 100.39 | |
| Diamondback Energy (FANG) | 1.2 | $9.2M | 46k | 200.19 | |
| D.R. Horton (DHI) | 1.1 | $8.7M | 62k | 140.93 | |
| Medtronic SHS (MDT) | 1.1 | $8.7M | 111k | 78.71 | |
| Live Nation Entertainment (LYV) | 1.0 | $8.1M | 86k | 93.74 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $7.4M | 190k | 39.16 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $6.1M | 239k | 25.33 | |
| Palo Alto Networks (PANW) | 0.7 | $5.1M | 15k | 339.01 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.2M | 45k | 49.42 | |
| Constellation Brands Cl A (STZ) | 0.3 | $2.0M | 7.8k | 257.28 | |
| Ingersoll Rand (IR) | 0.2 | $1.5M | 17k | 90.84 |
