Archon Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Archon Partners LLC reported 40 stock positions worth $817.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.1% of the portfolio, followed by Alphabet Class A (GOOGL, 5.8%) and Amazon.com (AMZN, 5.5%). Compared with Q4 2023, it opened 6 new positions, sold out of 7 and added to 2. The biggest buy was a new position in Lennar Class A (LEN) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).
- Most Recent 13F
- Q2 2026
- Location
- Princeton Junction, NJ
- CIK
- 0001454424
- Portfolio Value
- $817.2M (Q1 2024)
- SEC Filing
- 0001172661-24-002356 ↗ filed May 15, 2024
Holdings Value
Holdings 40 stocks · $817.2M
| BRK.B Berkshire Hathaway Inc. Class B | 9.10% | 176,800 | $74.3M | No change |
| GOOGL Alphabet Inc. Class A | 5.84% | 316,240 | $47.7M | No change |
| AMZN Amazon.com Inc. | 5.51% | 249,660 | $45.0M | No change |
| AAPL Apple Inc. | 5.35% | 255,000 | $43.7M | No change |
| MSFT Microsoft Corp. | 5.25% | 102,000 | $42.9M | No change |
| FISV Fiserv Inc. | 4.36% | 223,000 | $35.6M | No change |
| ELV Elevance Health Inc. | 4.12% | 65,000 | $33.7M | No change |
| MA Mastercard Inc. Class A | 3.92% | 66,500 | $32.0M | No change |
| LOW Lowe's Cos Inc. | 3.90% | 125,000 | $31.8M | No change |
| NVR NVR Inc. | 3.73% | 3,766 | $30.5M | No change |
| V Visa Inc. Class A | 3.38% | 99,000 | $27.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.14% | 49,100 | $25.7M | No change |
| BX Blackstone Inc. | 3.05% | 190,000 | $25.0M | No change |
| EQIX Equinix Inc. | 3.01% | 29,800 | $24.6M | No change |
| META Meta Platforms Inc. Class A | 2.85% | 48,000 | $23.3M | No change |
| UNP Union Pacific Corp. | 2.65% | 88,000 | $21.6M | No change |
| TDG Transdigm Group Inc. | 2.61% | 17,300 | $21.3M | No change |
| LMT Lockheed Martin Corp. | 2.25% | 40,500 | $18.4M | No change |
| CSGP Costar Group Inc. | 2.19% | 185,500 | $17.9M | No change |
| JPM JPMorgan Chase & Co. | 1.96% | 80,000 | $16.0M | No change |
| UBER Uber Technologies Inc. | 1.69% | 179,600 | $13.8M | No change |
| NOW ServiceNow Inc. | 1.68% | 18,000 | $13.7M | No change |
| OXY Occidental Petroleum Corp. | 1.67% | 210,000 | $13.6M | Add +37.1% |
| H Hyatt Hotels Corp. Class A | 1.60% | 82,000 | $13.1M | No change |
| NFLX Netflix Inc. | 1.56% | 21,050 | $12.8M | No change |
| LEN Lennar Corp. Class A | 1.39% | 66,000 | $11.4M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.33% | 50,800 | $10.8M | No change |
| DHI D.R. Horton Inc. | 1.25% | 62,000 | $10.2M | No change |
| RTX RTX Corp. | 1.21% | 101,000 | $9.9M | New |
| WDAY Workday Inc. Class A | 1.20% | 36,000 | $9.8M | No change |
| MDT Medtronic PLC | 1.18% | 111,000 | $9.7M | Add +1.8% |
| FANG Diamondback Energy Inc. | 1.12% | 46,000 | $9.1M | New |
| CMCSA Comcast Corp. Class A | 1.11% | 210,000 | $9.1M | No change |
| LYV Live Nation Entertainment Inc. | 1.11% | 86,000 | $9.1M | No change |
| FTV Fortive Corp. | 0.77% | 73,000 | $6.3M | New |
| PLTR Palantir Technologies Inc. Class A | 0.67% | 239,000 | $5.5M | New |
| PANW Palo Alto Networks Inc. | 0.52% | 15,015 | $4.3M | New |
| FNF Fidelity National Financial | 0.29% | 45,000 | $2.4M | No change |
| STZ Constellation Brands Inc. Class A | 0.26% | 7,825 | $2.1M | No change |
| IR Ingersoll-Rand Inc. | 0.19% | 16,500 | $1.6M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −1.28 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −1.23 |
| AMT American Tower Corp. | Sold out | 0.00% | −1.19 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.75 |
| TRU Transunion | Sold out | 0.00% | −0.11 |
| LSXMK Liberty Media Corp.-Liber-New | Sold out | 0.00% | −0.06 |
| LLYVK Liberty Media Corp.-Liberty-C | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| LEN Lennar Corp. Class A | New | 1.39% | +1.39 |
| RTX RTX Corp. | New | 1.21% | +1.21 |
| FANG Diamondback Energy Inc. | New | 1.12% | +1.12 |
| FTV Fortive Corp. | New | 0.77% | +0.77 |
| PLTR Palantir Technologies Inc. Class A | New | 0.67% | +0.67 |
| PANW Palo Alto Networks Inc. | New | 0.52% | +0.52 |
| OXY Occidental Petroleum Corp. | Add +37.1% | 1.67% | +0.41 |
| MDT Medtronic PLC | Add +1.8% | 1.18% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $936.8M | GOOGL, BRK.B, AAPL, AMZN, SPY |
| Q1 2026 | 39 | $845.0M | BRK.B, GOOGL, AAPL, AMZN, SPY |
| Q4 2025 | 42 | $956.8M | GOOGL, BRK.B, AAPL, AMZN, MSFT |
| Q3 2025 | 39 | $941.1M | BRK.B, GOOGL, AAPL, AMZN, MSFT |
| Q2 2025 | 35 | $866.8M | BRK.B, GOOGL, AMZN, AAPL, MSFT |
| Q1 2025 | 38 | $825.8M | BRK.B, AAPL, FISV, GOOGL, AMZN |
| Q4 2024 | 39 | $859.5M | BRK.B, AAPL, GOOGL, AMZN, FISV |
| Q3 2024 | 39 | $864.6M | BRK.B, AAPL, GOOGL, AMZN, MSFT |
| Q2 2024 | 37 | $778.9M | BRK.B, GOOGL, AAPL, AMZN, MSFT |
| Q1 2024 | 40 | $817.2M | BRK.B, GOOGL, AMZN, AAPL, MSFT |