Archon Partners as of Dec. 31, 2024
Portfolio Holdings for Archon Partners
Archon Partners holds 39 positions in its portfolio as reported in the December 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) | 9.3 | $80M | 177k | 453.28 | |
| Apple (AAPL) | 7.4 | $64M | 255k | 250.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $60M | 316k | 189.30 | |
| Amazon (AMZN) | 6.4 | $55M | 250k | 219.39 | |
| Fiserv (FI) | 5.3 | $46M | 223k | 205.42 | |
| Microsoft Corporation (MSFT) | 5.0 | $43M | 102k | 421.50 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $35M | 67k | 526.57 | |
| Blackstone Group Inc Com Cl A (BX) | 3.8 | $33M | 190k | 172.42 | |
| Visa Com Cl A (V) | 3.6 | $31M | 99k | 316.04 | |
| Lowe's Companies (LOW) | 3.6 | $31M | 125k | 246.80 | |
| NVR (NVR) | 3.6 | $31M | 3.8k | 8178.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $29M | 49k | 586.08 | |
| Meta Platforms Cl A (META) | 3.3 | $28M | 48k | 585.51 | |
| Anthem (ELV) | 2.8 | $24M | 65k | 368.90 | |
| TransDigm Group Incorporated (TDG) | 2.6 | $22M | 17k | 1267.28 | |
| Union Pacific Corporation (UNP) | 2.3 | $19M | 85k | 228.04 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $19M | 80k | 239.71 | |
| Servicenow (NOW) | 2.2 | $19M | 18k | 1060.12 | |
| Netflix (NFLX) | 2.2 | $19M | 21k | 891.32 | |
| Lockheed Martin Corporation (LMT) | 2.0 | $17M | 35k | 485.94 | |
| Equinix (EQIX) | 1.8 | $16M | 17k | 942.89 | |
| Palantir Technologies Cl A (PLTR) | 1.8 | $16M | 209k | 75.63 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.5 | $13M | 82k | 156.98 | |
| D.R. Horton (DHI) | 1.5 | $13M | 90k | 139.82 | |
| Hilton Worldwide Holdings (HLT) | 1.5 | $13M | 51k | 247.16 | |
| Raytheon Technologies Corp (RTX) | 1.4 | $12M | 101k | 115.72 | |
| Live Nation Entertainment (LYV) | 1.3 | $11M | 86k | 129.50 | |
| CoStar (CSGP) | 1.3 | $11M | 152k | 71.59 | |
| Uber Technologies (UBER) | 1.3 | $11M | 180k | 60.32 | |
| Tesla Motors (TSLA) | 0.8 | $7.3M | 18k | 403.84 | |
| Reddit Cl A (RDDT) | 0.8 | $6.5M | 40k | 163.44 | |
| Cloudflare Cl A Com (NET) | 0.7 | $5.7M | 53k | 107.68 | |
| Palo Alto Networks (PANW) | 0.6 | $5.5M | 30k | 181.96 | |
| Qxo Com New (QXO) | 0.6 | $5.0M | 314k | 15.90 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $4.9M | 130k | 37.53 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.3 | $2.5M | 45k | 56.14 | |
| Constellation Brands Cl A (STZ) | 0.2 | $1.7M | 7.8k | 221.00 | |
| Ingersoll Rand (IR) | 0.2 | $1.5M | 17k | 90.46 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $378k | 60k | 6.30 |
