Archon Partners as of March 31, 2025
Portfolio Holdings for Archon Partners
Archon Partners holds 38 positions in its portfolio as reported in the March 2025 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) | 11.4 | $94M | 177k | 532.58 | |
| Apple (AAPL) | 6.9 | $57M | 255k | 222.13 | |
| Fiserv (FI) | 6.0 | $49M | 223k | 220.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $49M | 316k | 154.64 | |
| Amazon (AMZN) | 5.8 | $48M | 250k | 190.26 | |
| Microsoft Corporation (MSFT) | 4.6 | $38M | 102k | 375.39 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $36M | 67k | 548.12 | |
| Visa Com Cl A (V) | 4.2 | $35M | 99k | 350.46 | |
| Lowe's Companies (LOW) | 3.5 | $29M | 125k | 233.23 | |
| Meta Platforms Cl A (META) | 3.4 | $28M | 48k | 576.36 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $28M | 49k | 559.39 | |
| NVR (NVR) | 3.3 | $27M | 3.8k | 7244.39 | |
| Blackstone Group Inc Com Cl A (BX) | 3.2 | $27M | 190k | 139.78 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $24M | 17k | 1383.29 | |
| Anthem (ELV) | 2.6 | $22M | 50k | 434.96 | |
| Union Pacific Corporation (UNP) | 2.4 | $20M | 85k | 236.24 | |
| Netflix (NFLX) | 2.4 | $20M | 21k | 932.53 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $20M | 80k | 245.30 | |
| Lockheed Martin Corporation (LMT) | 1.9 | $16M | 35k | 446.71 | |
| Servicenow (NOW) | 1.7 | $14M | 18k | 796.14 | |
| Equinix (EQIX) | 1.7 | $14M | 17k | 815.35 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $14M | 160k | 84.40 | |
| Raytheon Technologies Corp (RTX) | 1.6 | $13M | 101k | 132.46 | |
| Uber Technologies (UBER) | 1.6 | $13M | 180k | 72.86 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $12M | 91k | 132.23 | |
| Hilton Worldwide Holdings (HLT) | 1.4 | $12M | 51k | 227.55 | |
| Apollo Global Mgmt (APO) | 1.4 | $12M | 84k | 136.94 | |
| Live Nation Entertainment (LYV) | 1.4 | $11M | 86k | 130.58 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.2 | $10M | 82k | 122.50 | |
| NVIDIA Corporation (NVDA) | 0.9 | $7.0M | 65k | 108.38 | |
| Novo-nordisk A S Adr (NVO) | 0.8 | $6.2M | 90k | 69.44 | |
| Cloudflare Cl A Com (NET) | 0.8 | $6.2M | 55k | 112.69 | |
| Qxo Com New (QXO) | 0.7 | $5.8M | 430k | 13.54 | |
| Palo Alto Networks (PANW) | 0.6 | $5.1M | 30k | 170.64 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.4 | $2.9M | 45k | 65.08 | |
| Constellation Brands Cl A (STZ) | 0.2 | $1.4M | 7.8k | 183.52 | |
| Ingersoll Rand (IR) | 0.2 | $1.3M | 17k | 80.03 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $605k | 90k | 6.72 |
