0001172661-23-003829.txt : 20231114 0001172661-23-003829.hdr.sgml : 20231114 20231114085654 ACCESSION NUMBER: 0001172661-23-003829 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Archon Partners LLC CENTRAL INDEX KEY: 0001454424 IRS NUMBER: 261157074 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13368 FILM NUMBER: 231401862 BUSINESS ADDRESS: STREET 1: 16 HUNTINGTON DRIVE CITY: PRINCETON JUNCTION STATE: NJ ZIP: 08550 BUSINESS PHONE: 212-484-3100 MAIL ADDRESS: STREET 1: 16 HUNTINGTON DRIVE CITY: PRINCETON JUNCTION STATE: NJ ZIP: 08550 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001454424 XXXXXXXX 09-30-2023 09-30-2023 false Archon Partners LLC

16 Huntington Drive Princeton Junction NJ 08550

13F HOLDINGS REPORT 028-13368 000155756 801-73562 N Christine Olenchalk 212-484-3100 /s/ Christine Olenchalk New York NY 11-14-2023 0 40 639332506 INFORMATION TABLE 2 infotable.xml AIRBNB INC COM CL A 009066101 10427960 76000 SH SOLE 76000 0 0 ALPHABET INC CAP STK CL A 02079K305 41383166 316240 SH SOLE 316240 0 0 AMAZON COM INC COM 023135106 31736779 249660 SH SOLE 249660 0 0 AMERICAN TOWER CORP NEW COM 03027X100 10195900 62000 SH SOLE 62000 0 0 APPLE INC COM 037833100 43658550 255000 SH SOLE 255000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 61933040 176800 SH SOLE 176800 0 0 BLACKSTONE INC COM 09260D107 20356600 190000 SH SOLE 190000 0 0 COMCAST CORP NEW CL A 20030N101 9311400 210000 SH SOLE 210000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 1966657 7825 SH SOLE 7825 0 0 COSTAR GROUP INC COM 22160N109 14263095 185500 SH SOLE 185500 0 0 DISNEY WALT CO COM 254687106 4863000 60000 SH SOLE 60000 0 0 ELEVANCE HEALTH INC COM 036752103 28302300 65000 SH SOLE 65000 0 0 EQUINIX INC COM 29444U700 21642548 29800 SH SOLE 29800 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2065000 50000 SH SOLE 50000 0 0 FISERV INC COM 337738108 25190080 223000 SH SOLE 223000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 4925904 32800 SH SOLE 32800 0 0 HYATT HOTELS CORP COM CL A 448579102 6630000 62500 SH SOLE 62500 0 0 INGERSOLL RAND INC COM 45687V106 1051380 16500 SH SOLE 16500 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 10004339 90932 SH SOLE 90932 0 0 JPMORGAN CHASE & CO COM 46625H100 11311560 78000 SH SOLE 78000 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 10136520 111000 SH SOLE 111000 0 0 LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789 402777 15820 SH SOLE 15820 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 7141440 86000 SH SOLE 86000 0 0 LOCKHEED MARTIN CORP COM 539830109 16562880 40500 SH SOLE 40500 0 0 LOWES COS INC COM 548661107 25980000 125000 SH SOLE 125000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 26328015 66500 SH SOLE 66500 0 0 MERCK & CO INC COM 58933Y105 8493375 82500 SH SOLE 82500 0 0 META PLATFORMS INC CL A 30303M102 14410080 48000 SH SOLE 48000 0 0 MICROSOFT CORP COM 594918104 32206500 102000 SH SOLE 102000 0 0 NETFLIX INC COM 64110L106 7948480 21050 SH SOLE 21050 0 0 NVR INC COM 62944T105 22457788 3766 SH SOLE 3766 0 0 OCCIDENTAL PETE CORP COM 674599105 11522688 177600 SH SOLE 177600 0 0 SERVICENOW INC COM 81762P102 10061280 18000 SH SOLE 18000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 17141948 40100 SH SOLE 40100 0 0 TRANSDIGM GROUP INC COM 893641100 14586149 17300 SH SOLE 17300 0 0 TRANSUNION COM 89400J107 868659 12100 SH SOLE 12100 0 0 UBER TECHNOLOGIES INC COM 90353T100 8259804 179600 SH SOLE 179600 0 0 UNION PAC CORP COM 907818108 16290400 80000 SH SOLE 80000 0 0 VISA INC COM CL A 92826C839 21620940 94000 SH SOLE 94000 0 0 WORKDAY INC CL A 98138H101 5693525 26500 SH SOLE 26500 0 0