Archon Partners as of Sept. 30, 2024
Portfolio Holdings for Archon Partners
Archon Partners holds 39 positions in its portfolio as reported in the September 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) | 9.4 | $81M | 177k | 460.26 | |
| Apple (AAPL) | 6.9 | $59M | 255k | 233.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $52M | 316k | 165.85 | |
| Amazon (AMZN) | 5.4 | $47M | 250k | 186.33 | |
| Microsoft Corporation (MSFT) | 5.1 | $44M | 102k | 430.30 | |
| Fiserv (FI) | 4.6 | $40M | 223k | 179.65 | |
| NVR (NVR) | 4.3 | $37M | 3.8k | 9811.80 | |
| Lowe's Companies (LOW) | 3.9 | $34M | 125k | 270.85 | |
| Anthem (ELV) | 3.9 | $34M | 65k | 520.00 | |
| Mastercard Incorporated Cl A (MA) | 3.8 | $33M | 67k | 493.80 | |
| Blackstone Group Inc Com Cl A (BX) | 3.4 | $29M | 190k | 153.13 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $28M | 49k | 573.76 | |
| Meta Platforms Cl A (META) | 3.2 | $28M | 48k | 572.44 | |
| Visa Com Cl A (V) | 3.1 | $27M | 99k | 274.95 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $25M | 17k | 1427.13 | |
| Lockheed Martin Corporation (LMT) | 2.7 | $24M | 41k | 584.56 | |
| Union Pacific Corporation (UNP) | 2.4 | $21M | 85k | 246.48 | |
| D.R. Horton (DHI) | 2.0 | $17M | 90k | 190.77 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $17M | 80k | 210.86 | |
| Servicenow (NOW) | 1.9 | $16M | 18k | 894.39 | |
| Netflix (NFLX) | 1.7 | $15M | 21k | 709.27 | |
| Equinix (EQIX) | 1.7 | $15M | 17k | 887.63 | |
| CoStar (CSGP) | 1.6 | $14M | 186k | 75.44 | |
| Uber Technologies (UBER) | 1.6 | $14M | 180k | 75.16 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.4 | $13M | 82k | 152.20 | |
| Raytheon Technologies Corp (RTX) | 1.4 | $12M | 101k | 121.16 | |
| Hilton Worldwide Holdings (HLT) | 1.4 | $12M | 51k | 230.50 | |
| Occidental Petroleum Corporation (OXY) | 1.3 | $11M | 213k | 51.54 | |
| Palantir Technologies Cl A (PLTR) | 1.1 | $9.6M | 259k | 37.20 | |
| Live Nation Entertainment (LYV) | 1.1 | $9.4M | 86k | 109.49 | |
| MercadoLibre (MELI) | 1.1 | $9.2M | 4.5k | 2051.96 | |
| Medtronic SHS (MDT) | 1.1 | $9.1M | 101k | 90.03 | |
| Diamondback Energy (FANG) | 0.9 | $8.1M | 47k | 172.40 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $7.5M | 180k | 41.77 | |
| Palo Alto Networks (PANW) | 0.6 | $5.1M | 15k | 341.80 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.8M | 45k | 62.06 | |
| Qxo Com New (QXO) | 0.3 | $2.7M | 170k | 15.77 | |
| Constellation Brands Cl A (STZ) | 0.2 | $2.0M | 7.8k | 257.69 | |
| Ingersoll Rand (IR) | 0.2 | $1.6M | 17k | 98.16 |
