Archon Partners LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Archon Partners LLC reported 39 stock positions worth $864.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.4% of the portfolio, followed by Apple (AAPL, 6.9%) and Alphabet Class A (GOOGL, 6.1%). Compared with Q2 2024, it opened 3 new positions, sold out of 1, added to 4 and reduced 3. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale an exit from Lennar Class A (LEN).

Most Recent 13F
Q2 2026
Location
Princeton Junction, NJ
CIK
0001454424
Portfolio Value
$864.6M (Q3 2024)
SEC Filing
0001172661-24-004809 ↗ filed Nov 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 Q2 2024 Q3 2024: $864.6M $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 39 stocks · $864.6M
BRK.B Berkshire Hathaway Inc. Class B 9.41% 176,800 $81.4M No change
AAPL Apple Inc. 6.87% 255,000 $59.4M No change
GOOGL Alphabet Inc. Class A 6.07% 316,240 $52.4M No change
AMZN Amazon.com Inc. 5.38% 249,660 $46.5M No change
MSFT Microsoft Corp. 5.08% 102,000 $43.9M No change
FISV Fiserv Inc. 4.63% 223,000 $40.1M No change
NVR NVR Inc. 4.27% 3,766 $37.0M No change
LOW Lowe's Cos Inc. 3.92% 125,000 $33.9M No change
ELV Elevance Health Inc. 3.91% 65,000 $33.8M No change
MA Mastercard Inc. Class A 3.80% 66,500 $32.8M No change
BX Blackstone Inc. 3.37% 190,000 $29.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 3.26% 49,100 $28.2M No change
META Meta Platforms Inc. Class A 3.18% 48,000 $27.5M No change
V Visa Inc. Class A 3.15% 99,000 $27.2M No change
TDG Transdigm Group Inc. 2.86% 17,300 $24.7M No change
LMT Lockheed Martin Corp. 2.74% 40,500 $23.7M No change
UNP Union Pacific Corp. 2.42% 85,000 $21.0M Reduce -3.4%
DHI D.R. Horton Inc. 1.99% 90,000 $17.2M Add +45.2%
JPM JPMorgan Chase & Co. 1.95% 80,000 $16.9M No change
NOW ServiceNow Inc. 1.86% 18,000 $16.1M No change
NFLX Netflix Inc. 1.73% 21,050 $14.9M No change
EQIX Equinix Inc. 1.72% 16,800 $14.9M No change
CSGP Costar Group Inc. 1.62% 185,500 $14.0M No change
UBER Uber Technologies Inc. 1.56% 179,600 $13.5M New
H Hyatt Hotels Corp. Class A 1.44% 82,000 $12.5M No change
RTX RTX Corp. 1.42% 101,000 $12.2M No change
HLT Hilton Worldwide Holdings Inc. 1.35% 50,800 $11.7M No change
OXY Occidental Petroleum Corp. 1.27% 213,000 $11.0M Add +6.5%
PLTR Palantir Technologies Inc. Class A 1.11% 259,000 $9.6M Add +8.4%
LYV Live Nation Entertainment Inc. 1.09% 86,000 $9.4M No change
MELI MercadoLibre Inc. 1.07% 4,500 $9.2M New
MDT Medtronic PLC 1.05% 101,300 $9.1M Reduce -8.7%
FANG Diamondback Energy Inc. 0.94% 47,000 $8.1M Add +2.2%
CMCSA Comcast Corp. Class A 0.87% 180,000 $7.5M Reduce -5.3%
PANW Palo Alto Networks Inc. 0.59% 15,015 $5.1M No change
FNF Fidelity National Financial 0.32% 45,000 $2.8M No change
QXO Qxo Inc. 0.31% 170,200 $2.7M New
STZ Constellation Brands Inc. Class A 0.23% 7,825 $2.0M No change
IR Ingersoll-Rand Inc. 0.19% 16,500 $1.6M No change

Portfolio Sells Q2 2024 → Q3 2024
LEN Lennar Corp. Class A Sold out 0.00% −1.31
UNP Union Pacific Corp. Reduce -3.4% 2.42% −0.13
CMCSA Comcast Corp. Class A Reduce -5.3% 0.87% −0.09
MDT Medtronic PLC Reduce -8.7% 1.05% −0.07

Portfolio Buys Q2 2024 → Q3 2024
UBER Uber Technologies Inc. New 1.56% +1.56
MELI MercadoLibre Inc. New 1.07% +1.07
DHI D.R. Horton Inc. Add +45.2% 1.99% +0.86
PLTR Palantir Technologies Inc. Class A Add +8.4% 1.11% +0.34
QXO Qxo Inc. New 0.31% +0.31
FANG Diamondback Energy Inc. Add +2.2% 0.94% −0.25
OXY Occidental Petroleum Corp. Add +6.5% 1.27% −0.35

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