Archon Partners LLC
Holdings as of 2026-06-30, filed 2026-08-06
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 37 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
37
Value reported by manager
$936.8M
Sum of our stored positions
$936.8M
should match the line above
Disclosure lag
37 d
quarter end to filing
Top 5 concentration
39.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
37 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $100.1M | 280,000 | — | 02079K305 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $88.5M | 176,800 | — | 084670702 |
| APPLE INC | COM | $72.9M | 252,000 | — | 037833100 |
| AMAZON COM INC | COM | $57.2M | 240,000 | — | 023135106 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $52.3M | 70,000 | — | 78462F103 |
| MICROSOFT CORP | COM | $38M | 102,000 | — | 594918104 |
| MASTERCARD INCORPORATED | CL A | $34.2M | 66,500 | — | 57636Q104 |
| VISA INC | COM CL A | $34M | 99,000 | — | 92826C839 |
| META PLATFORMS INC | CL A | $28.2M | 50,000 | — | 30303M102 |
| LOWES COS INC | COM | $26.5M | 120,000 | — | 548661107 |
| JPMORGAN CHASE & CO | COM | $26.2M | 80,000 | — | 46625H100 |
| NVR INC | COM | $25.7M | 3,766 | — | 62944T105 |
| TRANSDIGM GROUP INC | COM | $23M | 17,300 | — | 893641100 |
| BLACKSTONE INC | COM | $22.4M | 190,000 | — | 09260D107 |
| UNION PAC CORP | COM | $20.4M | 75,000 | — | 907818108 |
| RTX CORPORATION | COM | $19.2M | 101,000 | — | 75513E101 |
| GE AEROSPACE | COM NEW | $17.6M | 47,000 | — | 369604301 |
| HILTON WORLDWIDE HLDGS INC | COM | $16.8M | 50,800 | — | 43300A203 |
| HYATT HOTELS CORP | COM CL A | $15.9M | 82,000 | — | 448579102 |
| LIVE NATION ENTERTAINMENT IN | COM | $15.7M | 86,000 | — | 538034109 |
| NETFLIX INC. | COM | $14.7M | 205,500 | — | 64110L106 |
| DEERE & CO | COM | $14.6M | 23,000 | — | 244199105 |
| NVIDIA CORPORATION | COM | $14.4M | 72,000 | — | 67066G104 |
| ELI LILLY & CO | COM | $14.4M | 12,000 | — | 532457108 |
| UBER TECHNOLOGIES INC | COM | $13M | 179,600 | — | 90353T100 |
| GE VERNOVA INC | COM | $12.9M | 11,000 | — | 36828A101 |
| LOCKHEED MARTIN CORP | COM | $12.7M | 25,000 | — | 539830109 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $12.7M | 80,000 | — | 81369Y209 |
| EQUINIX INC | COM | $12.5M | 12,000 | — | 29444U700 |
| NISOURCE INC | COM | $12.1M | 255,000 | — | 65473P105 |
| HCA HEALTHCARE INC | COM | $12.1M | 31,000 | — | 40412C101 |
| PALANTIR TECHNOLOGIES INC | CL A | $11.7M | 100,000 | — | 69608A108 |
| UNITED AIRLS HLDGS INC | COM | $10.9M | 80,000 | — | 910047109 |
| CLOUDFLARE INC | CL A COM | $9.8M | 40,000 | — | 18915M107 |
| CAPITAL ONE FINL CORP | COM | $9.4M | 47,000 | — | 14040H105 |
| QXO INC | COM NEW | $8.5M | 490,000 | — | 82846H405 |
| SERVICENOW INC | COM | $6M | 60,000 | — | 81762P102 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-06