Archon Partners 13F annual report
Archon Partners is an investment fund managing more than $779 billion ran by Christine Olenchalk. There are currently 37 companies in Mrs. Olenchalk’s portfolio. The largest investments include Berkshire Hathaway and Alphabet Inc, together worth $130 billion.
$779 billion Assets Under Management (AUM)
As of 7th August 2024, Archon Partners’s top holding is 176,800 shares of Berkshire Hathaway currently worth over $71.9 billion and making up 9.2% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Archon Partners owns more than approximately 0.1% of the company.
In addition, the fund holds 316,240 shares of Alphabet Inc worth $57.6 billion, whose value grew 12.8% in the past six months.
The third-largest holding is Apple Inc worth $53.7 billion and the next is Amazon.com worth $48.2 billion, with 249,660 shares owned.
Currently, Archon Partners's portfolio is worth at least $779 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Archon Partners
The Archon Partners office and employees reside in Princeton Junction, New Jersey. According to the last 13-F report filed with the SEC, Christine Olenchalk serves as the Chief Financial Officer at Archon Partners.
Recent trades
In the most recent 13F filing, Archon Partners revealed that it had increased its stake in
Lennar and bought 2,000 additional shares worth around $339 thousand.
This means they effectively own approximately 0.1% of the company.
Lennar makes up
5.9%
of the fund's Consumer Discretionary sector allocation and has grown its share price by 37.5% in the past year.
On the other hand, there are companies that Archon Partners is getting rid of from its portfolio.
Archon Partners closed its position in Uber Technologies Inc on 14th August 2024.
It sold the previously owned 179,600 shares for $13.8 billion.
Christine Olenchalk also disclosed a decreased stake in Equinix Inc by 0.4%.
This leaves the value of the investment at $12.7 billion and 16,800 shares.
One of the average hedge funds
The two most similar investment funds to Archon Partners are Klcm Advisors and Shawspring Partners. They manage $779 billion and $779 billion respectively.
Christine Olenchalk investment strategy
Archon Partners’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 22.2% of
the total portfolio value.
The fund focuses on investments in the United States as
75.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
76% of the total holdings value.
On the other hand, small-cap stocks make up only 2.7% of the portfolio.
The average market cap of the portfolio companies is close to $274 billion.
The complete list of Archon Partners trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
No change
176,800
|
$71,922,240,000 | 9.23% |
| Alphabet Inc |
No change
316,240
|
$57,603,116,000 | 7.40% |
| Apple Inc |
No change
255,000
|
$53,708,100,000 | 6.90% |
| Amazon.com Inc. |
No change
249,660
|
$48,246,795,000 | 6.19% |
| Microsoft Corporation |
No change
102,000
|
$45,588,900,000 | 5.85% |
| Elevance Health Inc |
No change
65,000
|
$35,220,900,000 | 4.52% |
| Fiserv, Inc. |
No change
223,000
|
$33,235,920,000 | 4.27% |
| Mastercard Incorporated |
No change
66,500
|
$29,337,140,000 | 3.77% |
| NVR Inc. |
No change
3,766
|
$28,578,517,000 | 3.67% |
| Lowes Cos Inc |
No change
125,000
|
$27,557,500,000 | 3.54% |
| Spdr S&p 500 Etf Tr |
No change
49,100
|
$26,721,202,000 | 3.43% |
| Visa Inc |
No change
99,000
|
$25,984,530,000 | 3.34% |
| Meta Platforms Inc |
No change
48,000
|
$24,202,560,000 | 3.11% |
| Blackstone Inc |
No change
190,000
|
$23,522,000,000 | 3.02% |
| Transdigm Group Incorporated |
No change
17,300
|
$22,102,653,000 | 2.84% |
| Union Pac Corp |
No change
88,000
|
$19,910,880,000 | 2.56% |
| Lockheed Martin Corp. |
No change
40,500
|
$18,917,550,000 | 2.43% |
| JPMorgan Chase & Co. |
No change
80,000
|
$16,180,800,000 | 2.08% |
| Netflix Inc. |
No change
21,050
|
$14,206,224,000 | 1.82% |
| ServiceNow Inc |
No change
18,000
|
$14,160,060,000 | 1.82% |
| Uber Technologies Inc |
Closed
179,600
|
$13,827,404,000 | |
| Costar Group, Inc. |
No change
185,500
|
$13,752,970,000 | 1.77% |
| Equinix Inc |
43.62%
16,800
|
$12,710,880,000 | 1.63% |
| Occidental Pete Corp |
4.76%
200,000
|
$12,606,000,000 | 1.62% |
| Hyatt Hotels Corporation |
No change
82,000
|
$12,457,440,000 | 1.60% |
| Hilton Worldwide Holdings Inc |
No change
50,800
|
$11,084,560,000 | 1.42% |
| Lennar Corp. |
3.03%
68,000
|
$10,191,160,000 | 1.31% |
| RTX Corp |
No change
101,000
|
$10,139,390,000 | 1.30% |
| Workday Inc |
Closed
36,000
|
$9,819,000,000 | |
| Diamondback Energy Inc |
No change
46,000
|
$9,208,740,000 | 1.18% |
| D.R. Horton Inc. |
No change
62,000
|
$8,737,660,000 | 1.12% |
| Medtronic Plc |
No change
111,000
|
$8,736,810,000 | 1.12% |
| Live Nation Entertainment In |
No change
86,000
|
$8,061,640,000 | 1.03% |
| Comcast Corp New |
9.52%
190,000
|
$7,440,400,000 | 0.96% |
| Fortive Corp |
Closed
73,000
|
$6,279,460,000 | |
| Palantir Technologies Inc. |
No change
239,000
|
$6,053,870,000 | 0.78% |
| Palo Alto Networks Inc |
No change
15,015
|
$5,090,235,000 | 0.65% |
| Fidelity National Financial Inc |
No change
45,000
|
$2,223,900,000 | 0.29% |
| Constellation Brands, Inc. |
No change
7,825
|
$2,013,216,000 | 0.26% |
| Ingersoll Rand Inc. |
No change
16,500
|
$1,498,860,000 | 0.19% |
| No transactions found | |||
| Showing first 500 out of 40 holdings | |||
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