The Analysis of Archon Partners LLC's Holdings
Currently, Archon Partners LLC holds 42 types of securities in its portfolio with a total value $956.8M. In the most recent quarter, they have increased their positions in NFLX (+189.4K shares, valued at $17.8M), BKNG (+2.0K shares, valued at $10.7M), DHR (+40.0K shares, valued at $9.2M); decreased their positions in FI (-76.0K shares, valued at $5.1M), PLTR (-15.0K shares, valued at $2.7M), N/A (-6.2K shares, valued at $2.0M); initiated new positions in BKNG (+2.0K shares, valued at $10.7M), DHR (+40.0K shares, valued at $9.2M), N/A (+63.0K shares, valued at $9.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC310.0K shares-1.97%2025-12-312026-02-17
AAPL APPLE INC252.0K shares0.00%2025-12-312026-02-17 AMZN AMAZON COM INC249.7K shares0.00%2025-12-312026-02-17 MSFT MICROSOFT CORP102.0K shares0.00%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR70.0K shares0.00%2025-12-312026-02-17 MA MASTERCARD INCORPORATED66.5K shares0.00%2025-12-312026-02-17 V VISA INC99.0K shares0.00%2025-12-312026-02-17 META META PLATFORMS INC48.0K shares0.00%2025-12-312026-02-17 LOW LOWES COS INC120.0K shares0.00%2025-12-312026-02-17 NVR NVR INC3.8K shares0.00%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.80.0K shares0.00%2025-12-312026-02-17 TDG TRANSDIGM GROUP INC17.3K shares0.00%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC115.0K shares-11.54%2025-12-312026-02-17 NFLX NETFLIX INC210.5K shares900.00%2025-12-312026-02-17 RTX RTX CORPORATION101.0K shares0.00%2025-12-312026-02-17 UNP UNION PAC CORP75.0K shares0.00%2025-12-312026-02-17 LMT LOCKHEED MARTIN CORP35.0K shares0.00%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC179.6K shares0.00%2025-12-312026-02-17 HLT HILTON WORLDWIDE HLDGS INC50.8K shares0.00%2025-12-312026-02-17 NVDA NVIDIA CORPORATION72.0K shares0.00%2025-12-312026-02-17 H HYATT HOTELS CORP82.0K shares0.00%2025-12-312026-02-17 BA BOEING CO60.0K shares17.65%2025-12-312026-02-17 LYV LIVE NATION ENTERTAINMENT IN86.0K shares0.00%2025-12-312026-02-17 NOW SERVICENOW INC70.0K shares400.00%2025-12-312026-02-17 BKNG BOOKING HOLDINGS INC2.0K sharesnew addition2025-12-312026-02-17 QXO QXO INC520.0K shares0.00%2025-12-312026-02-17 PANW PALO ALTO NETWORKS INC54.0K shares0.00%2025-12-312026-02-17 NET CLOUDFLARE INC50.0K shares-9.09%2025-12-312026-02-17 LLY ELI LILLY & CO9.0K shares0.00%2025-12-312026-02-17 EQIX EQUINIX INC12.0K shares0.00%2025-12-312026-02-17 DHR DANAHER CORPORATION40.0K sharesnew addition2025-12-312026-02-17 ABNB AIRBNB INC66.0K sharesnew addition2025-12-312026-02-17 FI FISERV INC130.0K shares-36.89%2025-12-312026-02-17 GEV GE VERNOVA INC11.0K sharesnew addition2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY20.0K shares0.00%2025-12-312026-02-17 WMS ADVANCED DRAIN SYS INC DEL40.0K sharesnew addition2025-12-312026-02-17 ILMN ILLUMINA INC39.0K sharesnew addition2025-12-312026-02-17 FNF FIDELITY NATIONAL FINANCIAL45.0K shares0.00%2025-12-312026-02-17 STZ CONSTELLATION BRANDS INC7.8K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available