13F HOLDINGS REPORT
Archon Partners LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003318
Total Value
$866.8M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 176,800 | $85.9M | 9.91% |
| 2 | ALPHABET INC | GOOG | 316,240 | $55.7M | 6.43% |
| 3 | AMAZON COM INC | AMZN | 249,660 | $54.8M | 6.32% |
| 4 | APPLE INC | AAPL | 255,000 | $52.3M | 6.04% |
| 5 | MICROSOFT CORP | MSFT | 102,000 | $50.7M | 5.85% |
| 6 | SPDR S&P 500 ETF TR | SPY | 65,000 | $40.2M | 4.63% |
| 7 | FISERV INC | FISV | 223,000 | $38.4M | 4.44% |
| 8 | MASTERCARD INCORPORATED | MA | 66,500 | $37.4M | 4.31% |
| 9 | META PLATFORMS INC | META | 48,000 | $35.4M | 4.09% |
| 10 | VISA INC | V | 99,000 | $35.1M | 4.06% |
| 11 | BLACKSTONE INC | BX | 190,000 | $28.4M | 3.28% |
| 12 | NETFLIX INC | NFLX | 21,050 | $28.2M | 3.25% |
| 13 | NVR INC | NVR | 3,766 | $27.8M | 3.21% |
| 14 | LOWES COS INC | 548661107 | 125,000 | $27.7M | 3.20% |
| 15 | TRANSDIGM GROUP INC | TDG | 17,300 | $26.3M | 3.03% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 80,000 | $23.2M | 2.68% |
| 17 | PALANTIR TECHNOLOGIES INC | PLTR | 150,000 | $20.4M | 2.36% |
| 18 | SERVICENOW INC | NOW | 18,000 | $18.5M | 2.13% |
| 19 | UNION PAC CORP | UNP | 75,000 | $17.3M | 1.99% |
| 20 | UBER TECHNOLOGIES INC | UBER | 179,600 | $16.8M | 1.93% |
| 21 | LOCKHEED MARTIN CORP | LMT | 35,000 | $16.2M | 1.87% |
| 22 | RTX CORPORATION | RTX | 101,000 | $14.7M | 1.70% |
| 23 | HILTON WORLDWIDE HLDGS INC | HLT | 50,800 | $13.5M | 1.56% |
| 24 | LIVE NATION ENTERTAINMENT IN | LYV | 86,000 | $13.0M | 1.50% |
| 25 | HYATT HOTELS CORP | H | 82,000 | $11.5M | 1.32% |
| 26 | NVIDIA CORPORATION | NVDA | 72,000 | $11.4M | 1.31% |
| 27 | QXO INC | QXO-PB | 520,000 | $11.2M | 1.29% |
| 28 | CLOUDFLARE INC | NET | 55,000 | $10.8M | 1.24% |
| 29 | BOEING CO | BA-PA | 47,000 | $9.8M | 1.14% |
| 30 | NOVO-NORDISK A S | NONOF | 140,000 | $9.7M | 1.11% |
| 31 | ELEVANCE HEALTH INC | ELV | 20,000 | $7.8M | 0.90% |
| 32 | INGERSOLL RAND INC | IR | 80,000 | $6.7M | 0.77% |
| 33 | PALO ALTO NETWORKS INC | PANW | 30,030 | $6.1M | 0.71% |
| 34 | FIDELITY NATIONAL FINANCIAL | FNF | 45,000 | $2.5M | 0.29% |
| 35 | CONSTELLATION BRANDS INC | STZ | 7,825 | $1.3M | 0.15% |