Archon Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Archon Partners LLC reported 39 stock positions worth $859.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.3% of the portfolio, followed by Apple (AAPL, 7.4%) and Alphabet Class A (GOOGL, 7.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 4, added to 1 and reduced 4. The biggest buy was a new position in Tesla (TSLA) and the biggest sale an exit from Occidental Petroleum (OXY).
- Most Recent 13F
- Q2 2026
- Location
- Princeton Junction, NJ
- CIK
- 0001454424
- Portfolio Value
- $859.5M (Q4 2024)
- SEC Filing
- 0001172661-25-000961 ↗ filed Feb 14, 2025
Holdings Value
Holdings 39 stocks · $859.5M
| BRK.B Berkshire Hathaway Inc. Class B | 9.32% | 176,800 | $80.1M | No change |
| AAPL Apple Inc. | 7.43% | 255,000 | $63.9M | No change |
| GOOGL Alphabet Inc. Class A | 6.96% | 316,240 | $59.9M | No change |
| AMZN Amazon.com Inc. | 6.37% | 249,660 | $54.8M | No change |
| FISV Fiserv Inc. | 5.33% | 223,000 | $45.8M | No change |
| MSFT Microsoft Corp. | 5.00% | 102,000 | $43.0M | No change |
| MA Mastercard Inc. Class A | 4.07% | 66,500 | $35.0M | No change |
| BX Blackstone Inc. | 3.81% | 190,000 | $32.8M | No change |
| V Visa Inc. Class A | 3.64% | 99,000 | $31.3M | No change |
| LOW Lowe's Cos Inc. | 3.59% | 125,000 | $30.9M | No change |
| NVR NVR Inc. | 3.58% | 3,766 | $30.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.35% | 49,100 | $28.8M | No change |
| META Meta Platforms Inc. Class A | 3.27% | 48,000 | $28.1M | No change |
| ELV Elevance Health Inc. | 2.79% | 65,000 | $24.0M | No change |
| TDG Transdigm Group Inc. | 2.55% | 17,300 | $21.9M | No change |
| UNP Union Pacific Corp. | 2.26% | 85,000 | $19.4M | No change |
| JPM JPMorgan Chase & Co. | 2.23% | 80,000 | $19.2M | No change |
| NOW ServiceNow Inc. | 2.22% | 18,000 | $19.1M | No change |
| NFLX Netflix Inc. | 2.18% | 21,050 | $18.8M | No change |
| LMT Lockheed Martin Corp. | 1.98% | 35,000 | $17.0M | Reduce -13.6% |
| EQIX Equinix Inc. | 1.84% | 16,800 | $15.8M | No change |
| PLTR Palantir Technologies Inc. Class A | 1.84% | 209,000 | $15.8M | Reduce -19.3% |
| H Hyatt Hotels Corp. Class A | 1.50% | 82,000 | $12.9M | No change |
| DHI D.R. Horton Inc. | 1.46% | 90,000 | $12.6M | No change |
| HLT Hilton Worldwide Holdings Inc. | 1.46% | 50,800 | $12.6M | No change |
| RTX RTX Corp. | 1.36% | 101,000 | $11.7M | No change |
| LYV Live Nation Entertainment Inc. | 1.30% | 86,000 | $11.1M | No change |
| CSGP Costar Group Inc. | 1.27% | 152,000 | $10.9M | Reduce -18.1% |
| UBER Uber Technologies Inc. | 1.26% | 179,600 | $10.8M | No change |
| TSLA Tesla Inc. | 0.85% | 18,000 | $7.3M | New |
| RDDT Reddit Inc. Class A | 0.76% | 40,000 | $6.5M | New |
| NET Cloudflare Inc. Class A | 0.66% | 53,000 | $5.7M | New |
| PANW Palo Alto Networks Inc. | 0.64% | 30,030 | $5.5M | No change |
| QXO Qxo Inc. | 0.58% | 314,000 | $5.0M | Add +84.5% |
| CMCSA Comcast Corp. Class A | 0.57% | 130,000 | $4.9M | Reduce -27.8% |
| FNF Fidelity National Financial | 0.29% | 45,000 | $2.5M | No change |
| STZ Constellation Brands Inc. Class A | 0.20% | 7,825 | $1.7M | No change |
| IR Ingersoll-Rand Inc. | 0.17% | 16,500 | $1.5M | No change |
| AUR Aurora Innovation Inc. | 0.04% | 60,000 | $378K | New |
Portfolio Sells Q3 2024 → Q4 2024
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −1.27 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −1.07 |
| MDT Medtronic PLC | Sold out | 0.00% | −1.05 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.94 |
| LMT Lockheed Martin Corp. | Reduce -13.6% | 1.98% | −0.76 |
| CSGP Costar Group Inc. | Reduce -18.1% | 1.27% | −0.35 |
| CMCSA Comcast Corp. Class A | Reduce -27.8% | 0.57% | −0.30 |
| PLTR Palantir Technologies Inc. Class A | Reduce -19.3% | 1.84% | +0.72 |
Portfolio Buys Q3 2024 → Q4 2024
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 |