Archon Partners LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Archon Partners LLC reported 37 stock positions worth $778.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.2% of the portfolio, followed by Alphabet Class A (GOOGL, 7.4%) and Apple (AAPL, 6.9%). Compared with Q1 2024, it sold out of 3, added to 1 and reduced 3. The biggest buy was Lennar Class A (LEN, shares +3%) and the biggest sale an exit from Uber Technologies (UBER).

Most Recent 13F
Q2 2026
Location
Princeton Junction, NJ
CIK
0001454424
Portfolio Value
$778.9M (Q2 2024)
SEC Filing
0001172661-24-003426 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $817.2M Q1 2024 Q2 2024: $778.9M $778.9M Q2 2024 Q3 2024: $864.6M Q3 2024 Q4 2024: $859.5M Q4 2024 Q1 2025: $825.8M Q1 2025 Q2 2025: $866.8M Q2 2025 Q3 2025: $941.1M Q3 2025 Q4 2025: $956.8M Q4 2025 Q1 2026: $845.0M Q1 2026 Q2 2026: $936.8M Q2 2026

Holdings 37 stocks · $778.9M
BRK.B Berkshire Hathaway Inc. Class B 9.23% 176,800 $71.9M No change
GOOGL Alphabet Inc. Class A 7.40% 316,240 $57.6M No change
AAPL Apple Inc. 6.90% 255,000 $53.7M No change
AMZN Amazon.com Inc. 6.19% 249,660 $48.2M No change
MSFT Microsoft Corp. 5.85% 102,000 $45.6M No change
ELV Elevance Health Inc. 4.52% 65,000 $35.2M No change
FISV Fiserv Inc. 4.27% 223,000 $33.2M No change
MA Mastercard Inc. Class A 3.77% 66,500 $29.3M No change
NVR NVR Inc. 3.67% 3,766 $28.6M No change
LOW Lowe's Cos Inc. 3.54% 125,000 $27.6M No change
SPY SS SPDR S&P 500 ETF Trust-US 3.43% 49,100 $26.7M No change
V Visa Inc. Class A 3.34% 99,000 $26.0M No change
META Meta Platforms Inc. Class A 3.11% 48,000 $24.2M No change
BX Blackstone Inc. 3.02% 190,000 $23.5M No change
TDG Transdigm Group Inc. 2.84% 17,300 $22.1M No change
UNP Union Pacific Corp. 2.56% 88,000 $19.9M No change
LMT Lockheed Martin Corp. 2.43% 40,500 $18.9M No change
JPM JPMorgan Chase & Co. 2.08% 80,000 $16.2M No change
NFLX Netflix Inc. 1.82% 21,050 $14.2M No change
NOW ServiceNow Inc. 1.82% 18,000 $14.2M No change
CSGP Costar Group Inc. 1.77% 185,500 $13.8M No change
EQIX Equinix Inc. 1.63% 16,800 $12.7M Reduce -43.6%
OXY Occidental Petroleum Corp. 1.62% 200,000 $12.6M Reduce -4.8%
H Hyatt Hotels Corp. Class A 1.60% 82,000 $12.5M No change
HLT Hilton Worldwide Holdings Inc. 1.42% 50,800 $11.1M No change
LEN Lennar Corp. Class A 1.31% 68,000 $10.2M Add +3.0%
RTX RTX Corp. 1.30% 101,000 $10.1M No change
FANG Diamondback Energy Inc. 1.18% 46,000 $9.2M No change
DHI D.R. Horton Inc. 1.12% 62,000 $8.7M No change
MDT Medtronic PLC 1.12% 111,000 $8.7M No change
LYV Live Nation Entertainment Inc. 1.03% 86,000 $8.1M No change
CMCSA Comcast Corp. Class A 0.96% 190,000 $7.4M Reduce -9.5%
PLTR Palantir Technologies Inc. Class A 0.78% 239,000 $6.1M No change
PANW Palo Alto Networks Inc. 0.65% 15,015 $5.1M No change
FNF Fidelity National Financial 0.29% 45,000 $2.2M No change
STZ Constellation Brands Inc. Class A 0.26% 7,825 $2.0M No change
IR Ingersoll-Rand Inc. 0.19% 16,500 $1.5M No change

Portfolio Sells Q1 2024 → Q2 2024
UBER Uber Technologies Inc. Sold out 0.00% −1.69
EQIX Equinix Inc. Reduce -43.6% 1.63% −1.38
WDAY Workday Inc. Class A Sold out 0.00% −1.20
FTV Fortive Corp. Sold out 0.00% −0.77
CMCSA Comcast Corp. Class A Reduce -9.5% 0.96% −0.16
OXY Occidental Petroleum Corp. Reduce -4.8% 1.62% −0.05

Portfolio Buys Q1 2024 → Q2 2024
LEN Lennar Corp. Class A Add +3.0% 1.31% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 37$936.8MGOOGL, BRK.B, AAPL, AMZN, SPY
Q1 2026 39$845.0MBRK.B, GOOGL, AAPL, AMZN, SPY
Q4 2025 42$956.8MGOOGL, BRK.B, AAPL, AMZN, MSFT
Q3 2025 39$941.1MBRK.B, GOOGL, AAPL, AMZN, MSFT
Q2 2025 35$866.8MBRK.B, GOOGL, AMZN, AAPL, MSFT
Q1 2025 38$825.8MBRK.B, AAPL, FISV, GOOGL, AMZN
Q4 2024 39$859.5MBRK.B, AAPL, GOOGL, AMZN, FISV
Q3 2024 39$864.6MBRK.B, AAPL, GOOGL, AMZN, MSFT
Q2 2024 37$778.9MBRK.B, GOOGL, AAPL, AMZN, MSFT
Q1 2024 40$817.2MBRK.B, GOOGL, AMZN, AAPL, MSFT