Archon Partners LLC 13F Holdings
CIK 0001454424 · New York, NY
As of Sep 30, 2025, Archon Partners LLC reported 39 positions worth $941.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 176,800 | $88.9M | 9.44% |
| ALPHABET INC | GOOGL | Equity | 316,240 | $76.9M | 8.17% |
| APPLE INC | AAPL | Technology | 252,000 | $64.2M | 6.82% |
| AMAZON.COM INC | AMZN | Equity | 249,660 | $54.8M | 5.82% |
| MICROSOFT CORP | MSFT | Technology | 102,000 | $52.8M | 5.61% |
| SPDR S&P 500 ETF TRUST | SPY | — | 70,000 | $46.6M | 4.96% |
| MASTERCARD INC | MA | Financial Services | 66,500 | $37.8M | 4.02% |
| META PLATFORMS INC | META | Communication Services | 48,000 | $35.3M | 3.75% |
| VISA INC-CLASS A SHARES | V | Financial Services | 99,000 | $33.8M | 3.59% |
| BLACKSTONE INC | BX | Financial Services | 190,000 | $32.5M | 3.45% |
| NVR INC | NVR | Consumer Cyclical | 3,766 | $30.3M | 3.22% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 120,000 | $30.2M | 3.20% |
| FISERV INC | FISV | Technology | 206,000 | $26.6M | 2.82% |
| NETFLIX INC | NFLX | Communication Services | 21,050 | $25.2M | 2.68% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 80,000 | $25.2M | 2.68% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 130,000 | $23.7M | 2.52% |
| TRANSDIGM GROUP INC | TDG | Industrials | 17,300 | $22.8M | 2.42% |
| UNION PACIFIC CORP | UNP | Industrials | 75,000 |