Archon-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  "H",
  "BABA",
  "GOOGL",
  "LOW",
  "HLT",
  "UNP",
  "META",
  "MA",
  "QXO",
  "MSFT",
  "EQIX",
  "BX",
  "PANW",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "NOW",
  "RTX",
  "TDG",
  "UBER",
  "FI",
  "IR",
  "NVO",
  "AMZN",
  "V",
  "FNF",
  "LYV",
  "AUR",
  "BRK-B",
  "NET",
  "STZ",
  "ELV",
  "NFLX",
  "APO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 38
Total Value: 825756910
Accession Number: 0001172661-25-002009
Form Type: 13F-HR
CIK: archon-partners
Manager Name: Archon-Partners

Data Enrichment

100% identified

38 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $825.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EQUINIX INC

EQIX|29444U700

Shares:16.8K

Value:$13.7M

% of Portfolio:1.7% ($13.7M/$825.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:160.0K

Value:$13.5M

% of Portfolio:1.6% ($13.5M/$825.8M)

RTX Corp

RTX|75513E101

Shares:101.0K

Value:$13.4M

% of Portfolio:1.6% ($13.4M/$825.8M)

Uber Technologies, Inc

UBER|90353T100

Shares:179.6K

Value:$13.1M

% of Portfolio:1.6% ($13.1M/$825.8M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:91.0K

Value:$12.0M

% of Portfolio:1.5% ($12.0M/$825.8M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:50.8K

Value:$11.6M

% of Portfolio:1.4% ($11.6M/$825.8M)

Apollo Global Management, Inc.

APO|03769M106

Shares:84.0K

Value:$11.5M

% of Portfolio:1.4% ($11.5M/$825.8M)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:86.0K

Value:$11.2M

% of Portfolio:1.4% ($11.2M/$825.8M)

Hyatt Hotels Corp

H|448579102

Shares:82.0K

Value:$10.0M

% of Portfolio:1.2% ($10.0M/$825.8M)

NVIDIA CORP

NVDA|67066G104

Shares:65.0K

Value:$7.0M

% of Portfolio:0.9% ($7.0M/$825.8M)

NOVO NORDISK A S

NVO|670100205

Shares:90.0K

Value:$6.2M

% of Portfolio:0.8% ($6.2M/$825.8M)

Cloudflare, Inc.

NET|18915M107

Shares:55.0K

Value:$6.2M

% of Portfolio:0.8% ($6.2M/$825.8M)

QXO, Inc.

QXO|82846H405

Shares:430.0K

Value:$5.8M

% of Portfolio:0.7% ($5.8M/$825.8M)

Palo Alto Networks Inc

PANW|697435105

Shares:30.0K

Value:$5.1M

% of Portfolio:0.6% ($5.1M/$825.8M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:45.0K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$825.8M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:7.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$825.8M)

Ingersoll Rand Inc.

IR|45687V106

Shares:16.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$825.8M)

Aurora Innovation, Inc.

AUR|051774107

Shares:90.0K

Value:$605.3K

% of Portfolio:0.1% ($605.3K/$825.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQUINIX INC(EQIXcusip29444U700)	16.8K	QoQ 0.00% (-0) YoY -43.62% (-13.0K)	All Managers (Combined)	$13.7M	1.7% ($13.7M/$825.8M)	QoQ -13.52% (-$2.1M) YoY -44.30% (-$10.9M)
Palantir Technologies Inc.(PLTRcusip69608A108)	160.0K	QoQ -23.44% (-49.0K) YoY -33.05% (-79.0K)	All Managers (Combined)	$13.5M	1.6% ($13.5M/$825.8M)	QoQ -14.56% (-$2.3M) YoY +145.55% (-$8.0M)
RTX Corp(RTXcusip75513E101)	101.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.4M	1.6% ($13.4M/$825.8M)	QoQ +14.46% (+$1.7M) YoY +35.81% (+$3.5M)
Uber Technologies, Inc(UBERcusip90353T100)	179.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$13.1M	1.6% ($13.1M/$825.8M)	QoQ +20.78% (+$2.3M) YoY -5.36% (-$741.7K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	91.0K	QoQ NEW(+91.0K) YoY NEW(+91.0K)	All Managers (Combined)	$12.0M	1.5% ($12.0M/$825.8M)	QoQ NEW(+$12.0M) YoY NEW(+$12.0M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	50.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.6M	1.4% ($11.6M/$825.8M)	QoQ -7.93% (-$996.2K) YoY +6.67% (+$723.4K)
Apollo Global Management, Inc.(APOcusip03769M106)	84.0K	QoQ NEW(+84.0K) YoY NEW(+84.0K)	All Managers (Combined)	$11.5M	1.4% ($11.5M/$825.8M)	QoQ NEW(+$11.5M) YoY NEW(+$11.5M)
Live Nation Entertainment, Inc.(LYVcusip538034109)	86.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.2M	1.4% ($11.2M/$825.8M)	QoQ +0.83% (+$92.9K) YoY +23.45% (+$2.1M)
Hyatt Hotels Corp(Hcusip448579102)	82.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10.0M	1.2% ($10.0M/$825.8M)	QoQ -21.96% (-$2.8M) YoY -23.25% (-$3.0M)
NVIDIA CORP(NVDAcusip67066G104)	65.0K	QoQ NEW(+65.0K) YoY NEW(+65.0K)	All Managers (Combined)	$7.0M	0.9% ($7.0M/$825.8M)	QoQ NEW(+$7.0M) YoY NEW(+$7.0M)
NOVO NORDISK A S(NVOcusip670100205)	90.0K	QoQ NEW(+90.0K) YoY NEW(+90.0K)	All Managers (Combined)	$6.2M	0.8% ($6.2M/$825.8M)	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
Cloudflare, Inc.(NETcusip18915M107)	55.0K	QoQ +3.77% (+2.0K) YoY NEW(+55.0K)	All Managers (Combined)	$6.2M	0.8% ($6.2M/$825.8M)	QoQ +8.60% (+$490.9K) YoY NEW(+$6.2M)
QXO, Inc.(QXOcusip82846H405)	430.0K	QoQ +36.94% (+116.0K) YoY NEW(+430.0K)	All Managers (Combined)	$5.8M	0.7% ($5.8M/$825.8M)	QoQ +16.61% (+$829.6K) YoY NEW(+$5.8M)
Palo Alto Networks Inc(PANWcusip697435105)	30.0K	QoQ 0.00% (-0) YoY +100.00% (+15.0K)	All Managers (Combined)	$5.1M	0.6% ($5.1M/$825.8M)	QoQ -6.22% (-$339.9K) YoY +20.11% (+$858.1K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	45.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$825.8M)	QoQ +15.92% (+$402.3K) YoY +22.56% (+$539.1K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	7.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$825.8M)	QoQ -16.95% (-$293.3K) YoY -32.46% (-$690.5K)
Ingersoll Rand Inc.(IRcusip45687V106)	16.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$825.8M)	QoQ -11.52% (-$172.1K) YoY -15.71% (-$246.2K)
Aurora Innovation, Inc.(AURcusip051774107)	90.0K	QoQ +50.00% (+30.0K) YoY NEW(+90.0K)	All Managers (Combined)	$605.3K	0.1% ($605.3K/$825.8M)	QoQ +60.11% (+$227.3K) YoY NEW(+$605.3K)