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Archon Partners LLC

Q3 2026 13F filing

Updated 10 days ago

37 disclosed positions worth $967.6M

Portfolio value
$967.6M
Total holdings
37
New positions
2
Closed positions
2
Increased
7
Decreased
3
Turnover
10.8%
Filed
2026-10-26

Full holdings

Every line item disclosed in Q3 2026

G

ALPHABET INC

Unchanged
Value
$96.3M
Shares
280.0K
% Port
9.96%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$88M
Shares
176.8K
% Port
9.10%
A

APPLE INC

Unchanged
Value
$83.9M
Shares
252.0K
% Port
8.67%
A

AMAZON COM INC

Unchanged
Value
$59.8M
Shares
240.0K
% Port
6.18%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

Unchanged
Value
$53.4M
Shares
70.0K
% Port
5.52%
M

MICROSOFT CORP

Unchanged
Value
$52.3M
Shares
102.0K
% Port
5.41%
M
7.MA

MASTERCARD INCORPORATED

Unchanged
Value
$36.7M
Shares
66.5K
% Port
3.79%
M

META PLATFORMS INC

Unchanged
Value
$36.3M
Shares
50.0K
% Port
3.75%
V
9.V

VISA INC

Unchanged
Value
$35.6M
Shares
99.0K
% Port
3.68%
J

JPMORGAN CHASE & CO

Unchanged
Value
$26.5M
Shares
80.0K
% Port
2.74%
N
11.NVR

NVR INC

Unchanged
Value
$23.2M
Shares
3.8K
% Port
2.40%
L
12.LOW

LOWES COS INC

Unchanged
Value
$22.1M
Shares
120.0K
% Port
2.29%
B
13.BX

BLACKSTONE INC

Unchanged
Value
$21.3M
Shares
190.0K
% Port
2.20%
U
14.UNP

UNION PAC CORP

Unchanged
Value
$20.4M
Shares
75.0K
% Port
2.11%
R
15.RTX

RTX CORPORATION

Unchanged
Value
$18.8M
Shares
101.0K
% Port
1.94%
T
16.TDG

TRANSDIGM GROUP INC

Unchanged
Value
$18.7M
Shares
17.3K
% Port
1.94%
P
17.PLTR

PALANTIR TECHNOLOGIES INC

Unchanged
Value
$18.7M
Shares
100.0K
% Port
1.93%
N
18.NVDA

NVIDIA CORPORATION

+9.7%
Value
$18M
Shares
79.0K
% Port
1.86%
G
19.GE

GE AEROSPACE

+10.6%
Value
$16.2M
Shares
52.0K
% Port
1.68%
H
20.HLT

HILTON WORLDWIDE HLDGS INC

Unchanged
Value
$16.2M
Shares
50.8K
% Port
1.67%
D
21.DE

DEERE & CO

+4.3%
Value
$16.1M
Shares
24.0K
% Port
1.67%
H
22.HCA

HCA HEALTHCARE INC

+12.9%
Value
$14.9M
Shares
35.0K
% Port
1.54%
S

SELECT SECTOR SPDR TR

+10.0%
Value
$14.8M
Shares
88.0K
% Port
1.53%
L
24.LYV

LIVE NATION ENTERTAINMENT IN

Unchanged
Value
$14.6M
Shares
86.0K
% Port
1.50%
N
25.NET

CLOUDFLARE INC

Unchanged
Value
$13.9M
Shares
40.0K
% Port
1.44%
L
26.LLY

ELI LILLY & CO

Unchanged
Value
$13.9M
Shares
12.0K
% Port
1.44%
H
27.H

HYATT HOTELS CORP

Unchanged
Value
$13M
Shares
82.0K
% Port
1.34%
N
28.NFLX

NETFLIX INC.

-10.0%
Value
$12.9M
Shares
185.0K
% Port
1.33%
L
29.LMT

LOCKHEED MARTIN CORP

Unchanged
Value
$12.7M
Shares
25.0K
% Port
1.32%
E
30.EQIX

EQUINIX INC

-4.2%
Value
$11.6M
Shares
11.5K
% Port
1.20%
U
31.UBER

UBER TECHNOLOGIES INC

-7.0%
Value
$11.4M
Shares
167.0K
% Port
1.18%
C

CAPITAL ONE FINL CORP

+17.0%
Value
$10.6M
Shares
55.0K
% Port
1.10%
G
33.GEV

GE VERNOVA INC

Unchanged
Value
$10.5M
Shares
11.0K
% Port
1.08%
U
34.UAL

UNITED AIRLS HLDGS INC

+12.5%
Value
$10M
Shares
90.0K
% Port
1.03%
M
35.MU

MICRON TECHNOLOGY INC

Value
$9.9M
Shares
9.3K
% Port
1.02%
N
36.NOW

SERVICENOW INC

Unchanged
Value
$8M
Shares
60.0K
% Port
0.83%
S
37.SPCX

SPACE EXPLORATION TECHN CORP

Value
$6.3M
Shares
42.0K
% Port
0.65%