Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Archon Partners LLC (CIK 1454424) reported $845.0M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($84.7M, 10.03%), GOOGL ($80.5M, 9.53%), AAPL ($64.0M, 7.57%), AMZN ($50.0M, 5.92%), SPY ($45.5M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.7M | 10.03% | 176,800 | Hold |
| 2 | GOOGL | ALPHABET INC | $80.5M | 9.53% | 280,000 | Trimmed |
| 3 | AAPL | APPLE INC | $64.0M | 7.57% | 252,000 | Hold |
| 4 | AMZN | AMAZON COM INC | $50.0M | 5.92% | 240,000 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $45.5M | 5.39% | 70,000 | Hold |
| 6 | MSFT | MICROSOFT CORP | $37.8M | 4.47% | 102,000 | Hold |
| 7 | MA | MASTERCARD INCORPORATED | $33.2M | 3.93% | 66,500 | Hold |
| 8 | V | VISA INC | $29.9M | 3.54% | 99,000 | Hold |
| 9 | LOW | LOWES COS INC | $28.4M | 3.36% | 120,000 | Hold |
| 10 | META | META PLATFORMS INC | $27.5M | 3.25% | 48,000 | Hold |
| 11 | NVR | NVR INC | $24.8M | 2.94% | 3,766 | Hold |
| 12 | JPM | JPMORGAN CHASE & CO | $23.5M | 2.78% | 80,000 | Hold |
| 13 | BX | BLACKSTONE INC | $21.8M | 2.59% | 190,000 | Hold |
| 14 | NFLX | NETFLIX INC. | $20.2M | 2.40% | 210,500 | Hold |
| 15 | TDG | TRANSDIGM GROUP INC | $20.1M | 2.37% | 17,300 | Hold |
| 16 | RTX | RTX CORPORATION | $19.5M | 2.31% | 101,000 | Hold |
| 17 | UNP | UNION PAC CORP | $18.2M | 2.15% | 75,000 | Hold |
| 18 | HLT | HILTON WORLDWIDE HLDGS INC | $15.4M | 1.83% | 50,800 | Hold |
| 19 | LMT | LOCKHEED MARTIN CORP | $15.1M | 1.79% | 25,000 | Trimmed |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $14.6M | 1.73% | 100,000 | Trimmed |
| 21 | LYV | LIVE NATION ENTERTAINMENT IN | $13.1M | 1.55% | 86,000 | Hold |
| 22 | UBER | UBER TECHNOLOGIES INC | $12.9M | 1.53% | 179,600 | Hold |
| 23 | NVDA | NVIDIA CORPORATION | $12.6M | 1.49% | 72,000 | Hold |
| 24 | BA | BOEING CO | $11.9M | 1.41% | 60,000 | Hold |
| 25 | H | HYATT HOTELS CORP | $11.8M | 1.40% | 82,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31