13F HOLDINGS REPORT
Archon Partners LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000857
Total Value
$956.8M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 310,000 | $97.0M | 10.14% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 176,800 | $88.9M | 9.29% |
| 3 | APPLE INC | AAPL | 252,000 | $68.5M | 7.16% |
| 4 | AMAZON COM INC | AMZN | 249,660 | $57.6M | 6.02% |
| 5 | MICROSOFT CORP | MSFT | 102,000 | $49.3M | 5.16% |
| 6 | SPDR S&P 500 ETF TR | SPY | 70,000 | $47.7M | 4.99% |
| 7 | MASTERCARD INCORPORATED | MA | 66,500 | $38.0M | 3.97% |
| 8 | VISA INC | V | 99,000 | $34.7M | 3.63% |
| 9 | META PLATFORMS INC | META | 48,000 | $31.7M | 3.31% |
| 10 | BLACKSTONE INC | BX | 190,000 | $29.3M | 3.06% |
| 11 | LOWES COS INC | 548661107 | 120,000 | $28.9M | 3.02% |
| 12 | NVR INC | NVR | 3,766 | $27.5M | 2.87% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 80,000 | $25.8M | 2.69% |
| 14 | TRANSDIGM GROUP INC | TDG | 17,300 | $23.0M | 2.40% |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 115,000 | $20.4M | 2.14% |
| 16 | NETFLIX INC | NFLX | 210,500 | $19.7M | 2.06% |
| 17 | RTX CORPORATION | RTX | 101,000 | $18.5M | 1.94% |
| 18 | UNION PAC CORP | UNP | 75,000 | $17.3M | 1.81% |
| 19 | LOCKHEED MARTIN CORP | LMT | 35,000 | $16.9M | 1.77% |
| 20 | UBER TECHNOLOGIES INC | UBER | 179,600 | $14.7M | 1.53% |
| 21 | HILTON WORLDWIDE HLDGS INC | HLT | 50,800 | $14.6M | 1.53% |
| 22 | NVIDIA CORPORATION | NVDA | 72,000 | $13.4M | 1.40% |
| 23 | HYATT HOTELS CORP | H | 82,000 | $13.1M | 1.37% |
| 24 | BOEING CO | BA-PA | 60,000 | $13.0M | 1.36% |
| 25 | LIVE NATION ENTERTAINMENT IN | LYV | 86,000 | $12.3M | 1.28% |
| 26 | SERVICENOW INC | NOW | 70,000 | $10.7M | 1.12% |
| 27 | BOOKING HOLDINGS INC | BKNG | 2,000 | $10.7M | 1.12% |
| 28 | QXO INC | QXO-PB | 520,000 | $10.0M | 1.05% |
| 29 | PALO ALTO NETWORKS INC | PANW | 54,000 | $9.9M | 1.04% |
| 30 | CLOUDFLARE INC | NET | 50,000 | $9.9M | 1.03% |
| 31 | ELI LILLY & CO | LLY | 9,000 | $9.7M | 1.01% |
| 32 | EQUINIX INC | EQIX | 12,000 | $9.2M | 0.96% |
| 33 | DANAHER CORPORATION | 235851102 | 40,000 | $9.2M | 0.96% |
| 34 | APOLLO GLOBAL MGMT INC | 03769M106 | 63,000 | $9.1M | 0.95% |
| 35 | AIRBNB INC | ABNB | 66,000 | $9.0M | 0.94% |
| 36 | FISERV INC | FISV | 130,000 | $8.7M | 0.91% |
| 37 | GE VERNOVA INC | GEV | 11,000 | $7.2M | 0.75% |
| 38 | ELEVANCE HEALTH INC FORMERLY | ELV | 20,000 | $7.0M | 0.73% |
| 39 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 40,000 | $5.8M | 0.61% |
| 40 | ILLUMINA INC | ILMN | 39,000 | $5.1M | 0.53% |
| 41 | FIDELITY NATIONAL FINANCIAL | FNF | 45,000 | $2.5M | 0.26% |
| 42 | CONSTELLATION BRANDS INC | STZ | 7,825 | $1.1M | 0.11% |