Archon Partners LLC Top Holdings and 13F Report (2025) About Archon Partners LLCInvestment ActivityArchon Partners LLC has $859.52 million in total holdings as of December 31, 2024.Archon Partners LLC owns shares of 39 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.90% of the portfolio was purchased this quarter.About 5.60% of the portfolio was sold this quarter.This quarter, Archon Partners LLC has purchased 39 new stocks and bought additional shares in 2 stocks.Archon Partners LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $80,139,904Apple $63,857,100Alphabet $59,864,232Amazon.com $54,772,907Fiserv $45,808,660 Largest New Holdings this Quarter Tesla $7,269,120 HoldingREDDIT INC $6,537,600 HoldingCloudflare $5,707,040 HoldingAurora Innovation $378,000 Holding Largest Purchases this Quarter Tesla 18,000 shares (about $7.27M)REDDIT INC 40,000 shares (about $6.54M)Cloudflare 53,000 shares (about $5.71M)Palo Alto Networks 15,015 shares (about $2.73M)QXO INC 143,800 shares (about $2.29M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 50,000 shares (about $3.78M)Lockheed Martin 5,500 shares (about $2.67M)CoStar Group 33,500 shares (about $2.40M)Comcast 50,000 shares (about $1.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArchon Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$80,139,9040.0%176,8009.3%FinanceAAPLApple$63,857,1000.0%255,0007.4%Computer and TechnologyGOOGLAlphabet$59,864,2320.0%316,2407.0%Computer and TechnologyAMZNAmazon.com$54,772,9070.0%249,6606.4%Retail/WholesaleFIFiserv$45,808,6600.0%223,0005.3%Business ServicesMSFTMicrosoft$42,993,0000.0%102,0005.0%Computer and TechnologyMAMastercard$35,016,9050.0%66,5004.1%Business ServicesBXBlackstone$32,759,8000.0%190,0003.8%FinanceVVisa$31,287,9600.0%99,0003.6%Business ServicesLOWLowe's Companies$30,850,0000.0%125,0003.6%Retail/WholesaleNVRNVR$30,801,7370.0%3,7663.6%ConstructionSPYSPDR S&P 500 ETF Trust$28,776,5280.0%49,1003.3%FinanceMETAMeta Platforms$28,104,4800.0%48,0003.3%Computer and TechnologyELVElevance Health$23,978,5000.0%65,0002.8%MedicalTDGTransDigm Group$21,923,9440.0%17,3002.6%AerospaceUNPUnion Pacific$19,383,4000.0%85,0002.3%TransportationJPMJPMorgan Chase & Co.$19,176,8000.0%80,0002.2%FinanceNOWServiceNow$19,082,1600.0%18,0002.2%Computer and TechnologyNFLXNetflix$18,762,2860.0%21,0502.2%Consumer DiscretionaryLMTLockheed Martin$17,007,900$2,672,670 ▼-13.6%35,0002.0%AerospaceEQIXEquinix$15,840,5520.0%16,8001.8%FinancePALANTIR TECHNOLOGIES INC$15,806,670$3,781,500 ▼-19.3%209,0001.8%CL AHHyatt Hotels$12,872,3600.0%82,0001.5%Consumer DiscretionaryDHID.R. Horton$12,583,8000.0%90,0001.5%ConstructionHLTHilton Worldwide$12,555,7280.0%50,8001.5%Consumer DiscretionaryRTXRTX$11,687,7200.0%101,0001.4%AerospaceLYVLive Nation Entertainment$11,137,0000.0%86,0001.3%Consumer DiscretionaryCSGPCoStar Group$10,881,680$2,398,265 ▼-18.1%152,0001.3%Computer and TechnologyUBERUber Technologies$10,833,4720.0%179,6001.3%Computer and TechnologyTSLATesla$7,269,120$7,269,120 ▲New Holding18,0000.8%Auto/Tires/TrucksREDDIT INC$6,537,600$6,537,600 ▲New Holding40,0000.8%CL ANETCloudflare$5,707,040$5,707,040 ▲New Holding53,0000.7%Computer and TechnologyPANWPalo Alto Networks$5,464,259$2,732,130 ▲100.0%30,0300.6%Computer and TechnologyQXO INC$4,992,600$2,286,420 ▲84.5%314,0000.6%COM NEWCMCSAComcast$4,878,900$1,876,500 ▼-27.8%130,0000.6%Consumer DiscretionaryFNFFidelity National Financial$2,526,3000.0%45,0000.3%FinanceSTZConstellation Brands$1,729,3250.0%7,8250.2%Consumer StaplesIRIngersoll Rand$1,492,5900.0%16,5000.2%Industrial ProductsAURAurora Innovation$378,000$378,000 ▲New Holding60,0000.0%Business ServicesOXYOccidental Petroleum$0$10,978,020 ▼-100.0%00.0%Oils/EnergyMELIMercadoLibre$0$9,233,820 ▼-100.0%00.0%Retail/WholesaleMDTMedtronic$0$9,120,039 ▼-100.0%00.0%MedicalFANGDiamondback Energy$0$8,102,800 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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