Archon Partners LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Archon Partners LLC held in its portfolio 42 assets valued at $956,788,541 (i.e. $956.79M).

The most valuable assets in the portfolio included: ALPHABET INC ($97.03M), BERKSHIRE HATHAWAY INC DEL ($88.87M), and APPLE INC ($68.51M).

The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Archon Partners LLC Portfolio
ALPHABET INC
BERKSHIRE HATHAWAY INC DEL
APPLE INC
AMAZON COM INC
MICROSOFT CORP
SPDR S&P 500 ETF TR
MASTERCARD INCORPORATED
VISA INC
META PLATFORMS INC
BLACKSTONE INC
Archon Partners LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ALPHABET INC 310000 97030000 CAP STK CL A
BERKSHIRE HATHAWAY INC DEL 176800 88868520 CL B NEW
APPLE INC 252000 68508720 COM
AMAZON COM INC 249660 57626521 COM
MICROSOFT CORP 102000 49329240 COM
SPDR S&P 500 ETF TR 70000 47734400 TR UNIT
MASTERCARD INCORPORATED 66500 37963520 CL A
VISA INC 99000 34720290 COM CL A
META PLATFORMS INC 48000 31684320 CL A
BLACKSTONE INC 190000 29286600 COM
LOWES COS INC 120000 28939200 COM
NVR INC 3766 27464572 COM
JPMORGAN CHASE & CO. 80000 25777600 COM
TRANSDIGM GROUP INC 17300 23006405 COM
PALANTIR TECHNOLOGIES INC 115000 20441250 CL A
NETFLIX INC 210500 19736480 COM
RTX CORPORATION 101000 18523400 COM
UNION PAC CORP 75000 17349000 COM
LOCKHEED MARTIN CORP 35000 16928450 COM
UBER TECHNOLOGIES INC 179600 14675116 COM
HILTON WORLDWIDE HLDGS INC 50800 14592300 COM
NVIDIA CORPORATION 72000 13428000 COM
HYATT HOTELS CORP 82000 13146240 COM CL A
BOEING CO 60000 13027200 COM
LIVE NATION ENTERTAINMENT IN 86000 12255000 COM
SERVICENOW INC 70000 10723300 COM
BOOKING HOLDINGS INC 2000 10710660 COM
QXO INC 520000 10030800 COM NEW
PALO ALTO NETWORKS INC 54000 9946800 COM
CLOUDFLARE INC 50000 9857500 CL A COM
ELI LILLY & CO 9000 9672120 COM
EQUINIX INC 12000 9193920 COM
DANAHER CORPORATION 40000 9156800 COM
APOLLO GLOBAL MGMT INC 63000 9119880 COM
AIRBNB INC 66000 8957520 COM CL A
FISERV INC 130000 8732100 COM
GE VERNOVA INC 11000 7189270 COM
ELEVANCE HEALTH INC FORMERLY 20000 7011000 COM
ADVANCED DRAIN SYS INC DEL 40000 5793200 COM
ILLUMINA INC 39000 5115240 COM
FIDELITY NATIONAL FINANCIAL 45000 2456550 COM SHS
CONSTELLATION BRANDS INC 7825 1079537 CL A