Institutional Manager · CIK 0001454424
Archon Partners LLC
Princeton Junction, NJ · File #028-13368
Latest AUM
$956.8M
Positions
42
Top-10 Concentration
56.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202542 pos · $956.8M
- 13F HOLDINGS REPORTQ/E Sep 202539 pos · $941.1M
- 13F HOLDINGS REPORTQ/E Jun 202535 pos · $866.8M
- 13F HOLDINGS REPORTQ/E Mar 202538 pos · $825.8M
- 13F HOLDINGS REPORTQ/E Dec 202439 pos · $859.5M
- 13F HOLDINGS REPORTQ/E Sep 202439 pos · $864.6M
- 13F HOLDINGS REPORTQ/E Jun 202437 pos · $778.9M
- 13F HOLDINGS REPORTQ/E Mar 202440 pos · $817.2M
- 13F HOLDINGS REPORTQ/E Dec 202340 pos · $639.3M
- 13F HOLDINGS REPORTQ/E Sep 202342 pos · $668.2M
- 13F HOLDINGS REPORTQ/E Jun 202342 pos · $599.4M
- 13F HOLDINGS REPORTQ/E Mar 202340 pos · $554.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |