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Size ($ in 1000's)
At 12/31/2023: $725,666
At 09/30/2023: $639,333
Archon Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Archon Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Archon Partners LLC top holdings by largest position size, as per the latest 13f filing made by Archon Partners LLC.
In the Archon Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Archon Partners LLC in that top holding, then the share count change between reporting periods, and finally the Archon Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
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$63,057 | | BRK.B | 176,800 | UNCH | $63,057 | | APPLE INC |
255,000 |
UNCH |
$49,095 | | AAPL | 255,000 | UNCH | $49,095 | | ALPHABET INC |
316,240 |
UNCH |
$44,176 | | GOOGL | 316,240 | UNCH | $44,176 | | MICROSOFT CORP |
102,000 |
UNCH |
$38,356 | | MSFT | 102,000 | UNCH | $38,356 | | AMAZON COM INC |
249,660 |
UNCH |
$37,933 | | AMZN | 249,660 | UNCH | $37,933 | | ELEVANCE HEALTH INC |
65,000 |
UNCH |
$30,651 | | ELV | 65,000 | UNCH | $30,651 | | FISERV INC |
223,000 |
+223,000 |
$29,623 | | FI | 223,000 | +223,000 | $29,623 | | MASTERCARD INCORPORATED |
66,500 |
UNCH |
$28,363 | | MA | 66,500 | UNCH | $28,363 | | LOWES COS INC |
125,000 |
UNCH |
$27,819 | | LOW | 125,000 | UNCH | $27,819 | | NVR INC |
3,766 |
UNCH |
$26,364 | | NVR | 3,766 | UNCH | $26,364 | | VISA INC |
99,000 |
+5,000 |
$25,775 | | V | 99,000 | +5,000 | $25,775 | | BLACKSTONE INC |
190,000 |
UNCH |
$24,875 | | BX | 190,000 | UNCH | $24,875 | | EQUINIX INC |
29,800 |
UNCH |
$24,001 | | EQIX | 29,800 | UNCH | $24,001 | | SPDR S&P 500 ETF TR (SPY) |
49,100 |
+9,000 |
$23,338 | | SPY | 49,100 | +9,000 | $23,338 | | UNION PAC CORP |
88,000 |
+8,000 |
$21,615 | | UNP | 88,000 | +8,000 | $21,615 | | LOCKHEED MARTIN CORP |
40,500 |
UNCH |
$18,356 | | LMT | 40,500 | UNCH | $18,356 | | TRANSDIGM GROUP INC |
17,300 |
UNCH |
$17,501 | | TDG | 17,300 | UNCH | $17,501 | | META PLATFORMS INC |
48,000 |
UNCH |
$16,990 | | META | 48,000 | UNCH | $16,990 | | COSTAR GROUP INC |
185,500 |
UNCH |
$16,211 | | CSGP | 185,500 | UNCH | $16,211 | | JPMORGAN CHASE & CO |
80,000 |
+2,000 |
$13,608 | | JPM | 80,000 | +2,000 | $13,608 | | SERVICENOW INC |
18,000 |
UNCH |
$12,717 | | NOW | 18,000 | UNCH | $12,717 | | UBER TECHNOLOGIES INC |
179,600 |
UNCH |
$11,058 | | UBER | 179,600 | UNCH | $11,058 | | HYATT HOTELS CORP |
82,000 |
+19,500 |
$10,694 | | H | 82,000 | +19,500 | $10,694 | | NETFLIX INC |
21,050 |
UNCH |
$10,249 | | NFLX | 21,050 | UNCH | $10,249 | | WORKDAY INC |
36,000 |
+9,500 |
$9,938 | | WDAY | 36,000 | +9,500 | $9,938 | | D R HORTON INC |
62,000 |
+62,000 |
$9,423 | | DHI | 62,000 | +62,000 | $9,423 | | ALIBABA GROUP HLDG LTD |
120,000 |
+120,000 |
$9,301 | | BABA | 120,000 | +120,000 | $9,301 | | HILTON WORLDWIDE HLDGS INC |
50,800 |
+18,000 |
$9,250 | | HLT | 50,800 | +18,000 | $9,250 | | COMCAST CORP NEW |
210,000 |
UNCH |
$9,208 | | CMCSA | 210,000 | UNCH | $9,208 | | OCCIDENTAL PETE CORP |
153,200 |
-24,400 |
$9,148 | | OXY | 153,200 | -24,400 | $9,148 | | MEDTRONIC PLC |
109,000 |
+109,000 |
$8,979 | | MDT | 109,000 | +109,000 | $8,979 | | LIBERTY BROADBAND CORP |
111,000 |
UNCH |
$8,945 | | LBRDK | 111,000 | UNCH | $8,945 | | AMERICAN TOWER CORP NEW |
40,000 |
-22,000 |
$8,635 | | AMT | 40,000 | -22,000 | $8,635 | | LIVE NATION ENTERTAINMENT IN |
86,000 |
UNCH |
$8,050 | | LYV | 86,000 | UNCH | $8,050 | | DISNEY WALT CO |
60,000 |
UNCH |
$5,417 | | DIS | 60,000 | UNCH | $5,417 | | FIDELITY NATIONAL FINANCIAL |
45,000 |
-5,000 |
$2,296 | | FNF | 45,000 | -5,000 | $2,296 | | CONSTELLATION BRANDS INC |
7,825 |
UNCH |
$1,892 | | STZ | 7,825 | UNCH | $1,892 | | INGERSOLL RAND INC |
16,500 |
UNCH |
$1,276 | | IR | 16,500 | UNCH | $1,276 | | TRANSUNION |
11,600 |
-500 |
$797 | | TRU | 11,600 | -500 | $797 | | LIBERTY MEDIA CORP DEL |
15,820 |
UNCH |
$455 | | LSXMK | 15,820 | UNCH | $455 |
See Full List: All Stocks Held By Archon Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Archon Partners LLC
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