Q1 2025 · 13F-HR
Archon Partners LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002009
$825.8M
Reported value
38
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.2M | 11.4% | 176,800 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $56.6M | 6.86% | 255,000 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $49.2M | 5.96% | 223,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $48.9M | 5.92% | 316,240 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $47.5M | 5.75% | 249,660 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $38.3M | 4.64% | 102,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $36.4M | 4.41% | 66,500 | Common | SOLE |
| 92826C839 | V | VISA INC | $34.7M | 4.20% | 99,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $29.2M | 3.53% | 125,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $27.7M | 3.35% | 48,000 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $27.5M | 3.33% | 49,100 | Common | SOLE |
| 62944T105 | NVR | NVR INC | $27.3M | 3.30% | 3,766 | Common | SOLE |
| 09260D107 | BX | BLACKSTONE INC | $26.6M | 3.22% | 190,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $23.9M | 2.90% | 17,300 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $21.7M | 2.63% | 50,000 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $20.1M | 2.43% | 85,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $19.6M | 2.38% | 21,050 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $19.6M | 2.38% | 80,000 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $15.6M | 1.89% | 35,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $14.3M | 1.74% | 18,000 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $13.7M | 1.66% | 16,800 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $13.5M | 1.64% | 160,000 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $13.4M | 1.62% | 101,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $13.1M | 1.58% | 179,600 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $12.0M | 1.46% | 91,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $11.6M | 1.40% | 50,800 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $11.5M | 1.39% | 84,000 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $11.2M | 1.36% | 86,000 | Common | SOLE |
| 448579102 | H | HYATT HOTELS CORP | $10.0M | 1.22% | 82,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.0M | 0.85% | 65,000 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $6.2M | 0.76% | 90,000 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $6.2M | 0.75% | 55,000 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $5.8M | 0.71% | 430,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.1M | 0.62% | 30,030 | Common | SOLE |
| 31620R303 | FNF | FIDELITY NATIONAL FINANCIAL | $2.9M | 0.35% | 45,000 | Common | SOLE |
| 21036P108 | STZ | CONSTELLATION BRANDS INC | $1.4M | 0.17% | 7,825 | Common | SOLE |
| 45687V106 | IR | INGERSOLL RAND INC | $1.3M | 0.16% | 16,500 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $605,250 | 0.07% | 90,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.