Archon Partners LLC
Archon Partners LLC reported 37 holdings worth US$937M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Archon Partners LLC reported 37 holdings worth US$937M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Apple Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$937M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 280K | US$100M | 10.7% |
| Berkshire Hathaway Inc. | 177K | US$88.5M | 9.4% |
| Apple Inc | 252K | US$72.9M | 7.8% |
| Amazon.com, Inc. | 240K | US$57.2M | 6.1% |
| Microsoft Corp. | 102K | US$38M | 4.1% |
| Mastercard Incorporated | 66,500 | US$34.2M | 3.6% |
| Visa Inc. | 99,000 | US$34M | 3.6% |
| Meta Platforms, Inc. | 50,000 | US$28.2M | 3.0% |
| Lowe's Companies, Inc. | 120K | US$26.5M | 2.8% |
| Jp Morgan Chase & Co. | 80,000 | US$26.2M | 2.8% |
| Nvr, Inc. | 3,766 | US$25.7M | 2.7% |
| Transdigm Group Inc. | 17,300 | US$23M | 2.5% |
| Blackstone Inc. | 190K | US$22.4M | 2.4% |
| Union Pacific Corporation | 75,000 | US$20.4M | 2.2% |
| Rtx Corporation | 101K | US$19.2M | 2.0% |
| Ge Aerospace | 47,000 | US$17.6M | 1.9% |
| Hilton Worldwide Holdings Inc. | 50,800 | US$16.8M | 1.8% |
| Hyatt Hotels Corporation | 82,000 | US$15.9M | 1.7% |
| Live Nation Entertainment, Inc. | 86,000 | US$15.7M | 1.7% |
| Netflix, Inc. | 206K | US$14.7M | 1.6% |
| Deere & Company | 23,000 | US$14.6M | 1.6% |
| Nvidia Corporation | 72,000 | US$14.4M | 1.5% |
| Eli Lilly And Company | 12,000 | US$14.4M | 1.5% |
| Uber Technologies, Inc. | 180K | US$13M | 1.4% |
| Ge Vernova Inc. | 11,000 | US$12.9M | 1.4% |
| Lockheed Martin Corporation | 25,000 | US$12.7M | 1.4% |
| Equinix, Inc. | 12,000 | US$12.5M | 1.3% |
| Nisource Inc | 255K | US$12.1M | 1.3% |
| Hca Healthcare, Inc. | 31,000 | US$12.1M | 1.3% |
| Palantir Technologies Inc. | 100K | US$11.7M | 1.2% |
| United Airlines Holdings, Inc. | 80,000 | US$10.9M | 1.2% |
| Cloudflare, Inc. | 40,000 | US$9.81M | 1.0% |
| Capital One Financial Corporation | 47,000 | US$9.43M | 1.0% |
| Qxo, Inc. | 490K | US$8.47M | 0.90% |
| Servicenow, Inc. | 60,000 | US$5.96M | 0.64% |
| Becton, Dickinson And Company | 0 | US$0 | 0.00% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Brookfield Corporation | 0 | US$0 | 0.00% |
| Coupang, Inc. | 0 | US$0 | 0.00% |
| Gpgi, Inc. | 0 | US$0 | 0.00% |
| Advanced Drainage Systems, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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