13F HOLDINGS REPORT
Archon Partners LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004840
Total Value
$941.1M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 176,800 | $88.9M | 9.44% |
| 2 | ALPHABET INC | GOOG | 316,240 | $76.9M | 8.17% |
| 3 | APPLE INC | AAPL | 252,000 | $64.2M | 6.82% |
| 4 | AMAZON COM INC | AMZN | 249,660 | $54.8M | 5.82% |
| 5 | MICROSOFT CORP | MSFT | 102,000 | $52.8M | 5.61% |
| 6 | SPDR S&P 500 ETF TR | SPY | 70,000 | $46.6M | 4.96% |
| 7 | MASTERCARD INCORPORATED | MA | 66,500 | $37.8M | 4.02% |
| 8 | META PLATFORMS INC | META | 48,000 | $35.3M | 3.75% |
| 9 | VISA INC | V | 99,000 | $33.8M | 3.59% |
| 10 | BLACKSTONE INC | BX | 190,000 | $32.5M | 3.45% |
| 11 | NVR INC | NVR | 3,766 | $30.3M | 3.22% |
| 12 | LOWES COS INC | 548661107 | 120,000 | $30.2M | 3.20% |
| 13 | FISERV INC | FISV | 206,000 | $26.6M | 2.82% |
| 14 | NETFLIX INC | NFLX | 21,050 | $25.2M | 2.68% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 80,000 | $25.2M | 2.68% |
| 16 | PALANTIR TECHNOLOGIES INC | PLTR | 130,000 | $23.7M | 2.52% |
| 17 | TRANSDIGM GROUP INC | TDG | 17,300 | $22.8M | 2.42% |
| 18 | UNION PAC CORP | UNP | 75,000 | $17.7M | 1.88% |
| 19 | UBER TECHNOLOGIES INC | UBER | 179,600 | $17.6M | 1.87% |
| 20 | LOCKHEED MARTIN CORP | LMT | 35,000 | $17.5M | 1.86% |
| 21 | RTX CORPORATION | RTX | 101,000 | $16.9M | 1.80% |
| 22 | LIVE NATION ENTERTAINMENT IN | LYV | 86,000 | $14.1M | 1.49% |
| 23 | NVIDIA CORPORATION | NVDA | 72,000 | $13.4M | 1.43% |
| 24 | HILTON WORLDWIDE HLDGS INC | HLT | 50,800 | $13.2M | 1.40% |
| 25 | SERVICENOW INC | NOW | 14,000 | $12.9M | 1.37% |
| 26 | CLOUDFLARE INC | NET | 55,000 | $11.8M | 1.25% |
| 27 | HYATT HOTELS CORP | H | 82,000 | $11.6M | 1.24% |
| 28 | BOEING CO | BA-PA | 51,000 | $11.0M | 1.17% |
| 29 | PALO ALTO NETWORKS INC | PANW | 54,000 | $11.0M | 1.17% |
| 30 | BROOKFIELD CORP | 11271J107 | 160,000 | $11.0M | 1.17% |
| 31 | QXO INC | QXO-PB | 520,000 | $9.9M | 1.05% |
| 32 | EQUINIX INC | EQIX | 12,000 | $9.4M | 1.00% |
| 33 | UNITEDHEALTH GROUP INC | UNH | 20,000 | $6.9M | 0.73% |
| 34 | ELI LILLY & CO | LLY | 9,000 | $6.9M | 0.73% |
| 35 | ELEVANCE HEALTH INC FORMERLY | ELV | 20,000 | $6.5M | 0.69% |
| 36 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 245,000 | $6.0M | 0.64% |
| 37 | COSTAR GROUP INC | CSGP | 54,000 | $4.6M | 0.48% |
| 38 | FIDELITY NATIONAL FINANCIAL | FNF | 45,000 | $2.7M | 0.29% |
| 39 | CONSTELLATION BRANDS INC | STZ | 7,825 | $1.1M | 0.11% |