0001172661-23-002973.txt : 20230814 0001172661-23-002973.hdr.sgml : 20230814 20230814082752 ACCESSION NUMBER: 0001172661-23-002973 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231166485 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 06-30-2023 06-30-2023 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 08-14-2023 0 42 668237152 INFORMATION TABLE 2 infotable.xml AIRBNB INC COM CL A 009066101 BBG001Y2XS16 9740160 76000 SH SOLE 76000 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 37853928 316240 SH SOLE 316240 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 32545678 249660 SH SOLE 249660 0 0 AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 12024280 62000 SH SOLE 62000 0 0 APPLE INC COM 037833100 BBG001S5N8V8 50820140 262000 SH SOLE 262000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 60288800 176800 SH SOLE 176800 0 0 BLACK KNIGHT INC COM 09215C105 BBG00GX77ML3 1254330 21000 SH SOLE 21000 0 0 BLACKSTONE INC COM 09260D107 BBG001S7H949 17664300 190000 SH SOLE 190000 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 8725500 210000 SH SOLE 210000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG001SD31G5 1925967 7825 SH SOLE 7825 0 0 COSTAR GROUP INC COM 22160N109 BBG001SD3DY9 16509500 185500 SH SOLE 185500 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 5356800 60000 SH SOLE 60000 0 0 ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 28878850 65000 SH SOLE 65000 0 0 EQUINIX INC COM 29444U700 BBG001SKBNS9 23361412 29800 SH SOLE 29800 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 BBG006N7S6J1 1800000 50000 SH SOLE 50000 0 0 FISERV INC COM 337738108 BBG001S5R6Q4 28131450 223000 SH SOLE 223000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 BBG0058KMH49 4774040 32800 SH SOLE 32800 0 0 HYATT HOTELS CORP COM CL A 448579102 BBG001SFNHB8 6874800 60000 SH SOLE 60000 0 0 INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 1078440 16500 SH SOLE 16500 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 8854164 78300 SH SOLE 78300 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 11420880 69000 SH SOLE 69000 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNSZX4 8892210 111000 SH SOLE 111000 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 BBG00BFHD9T6 809184 24723 SH SOLE 24723 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 7835460 86000 SH SOLE 86000 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 18645390 40500 SH SOLE 40500 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 28212500 125000 SH SOLE 125000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 26154450 66500 SH SOLE 66500 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 9519675 82500 SH SOLE 82500 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 13775040 48000 SH SOLE 48000 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 34735080 102000 SH SOLE 102000 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 9272315 21050 SH SOLE 21050 0 0 NVR INC COM 62944T105 BBG001S5TSM8 23916435 3766 SH SOLE 3766 0 0 OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 10378200 176500 SH SOLE 176500 0 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 10115460 18000 SH SOLE 18000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 17775528 40100 SH SOLE 40100 0 0 TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 15469141 17300 SH SOLE 17300 0 0 TRANSUNION COM 89400J107 BBG002Q7J607 947793 12100 SH SOLE 12100 0 0 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 7753332 179600 SH SOLE 179600 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 16369600 80000 SH SOLE 80000 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 11414500 185000 SH SOLE 185000 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 22323120 94000 SH SOLE 94000 0 0 ZILLOW GROUP INC CL A 98954M101 BBG001T0LC50 4039320 82100 SH SOLE 82100 0 0