Back to Archon Partners LLC
Q3 2026 13F filing
Updated 10 days ago37 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
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G ALPHABET INC | $96.3M | 280.0K | 9.96% | Unchanged |
| 2 | B BERKSHIRE HATHAWAY INC DEL | $88M | 176.8K | 9.10% | Unchanged |
| 3 | A APPLE INC | $83.9M | 252.0K | 8.67% | Unchanged |
| 4 | A AMAZON COM INC | $59.8M | 240.0K | 6.18% | Unchanged |
| 5 | S STATE STR SPDR S&P 500 ETF T | $53.4M | 70.0K | 5.52% | Unchanged |
| 6 | M MICROSOFT CORP | $52.3M | 102.0K | 5.41% | Unchanged |
| 7 | M MASTERCARD INCORPORATED | $36.7M | 66.5K | 3.79% | Unchanged |
| 8 | M META PLATFORMS INC | $36.3M | 50.0K | 3.75% | Unchanged |
| 9 | V VISA INC | $35.6M | 99.0K | 3.68% | Unchanged |
| 10 | J JPMORGAN CHASE & CO | $26.5M | 80.0K | 2.74% | Unchanged |
| 11 | N NVR INC | $23.2M | 3.8K | 2.40% | Unchanged |
| 12 | L LOWES COS INC | $22.1M | 120.0K | 2.29% | Unchanged |
| 13 | B BLACKSTONE INC | $21.3M | 190.0K | 2.20% | Unchanged |
| 14 | U UNION PAC CORP | $20.4M | 75.0K | 2.11% | Unchanged |
| 15 | R RTX CORPORATION | $18.8M | 101.0K | 1.94% | Unchanged |
| 16 | T TRANSDIGM GROUP INC | $18.7M | 17.3K | 1.94% | Unchanged |
| 17 | P PALANTIR TECHNOLOGIES INC | $18.7M | 100.0K | 1.93% | Unchanged |
| 18 | N NVIDIA CORPORATION | $18M | 79.0K | 1.86% | Added(+9.7%) |
| 19 | G GE AEROSPACE | $16.2M | 52.0K | 1.68% | Added(+10.6%) |
| 20 | H HILTON WORLDWIDE HLDGS INC | $16.2M | 50.8K | 1.67% | Unchanged |
| 21 | D DEERE & CO | $16.1M | 24.0K | 1.67% | Added(+4.3%) |
| 22 | H HCA HEALTHCARE INC | $14.9M | 35.0K | 1.54% | Added(+12.9%) |
| 23 | S SELECT SECTOR SPDR TR | $14.8M | 88.0K | 1.53% | Added(+10.0%) |
| 24 | L LIVE NATION ENTERTAINMENT IN | $14.6M | 86.0K | 1.50% | Unchanged |
| 25 | N CLOUDFLARE INC | $13.9M | 40.0K | 1.44% | Unchanged |
| 26 | L ELI LILLY & CO | $13.9M | 12.0K | 1.44% | Unchanged |
| 27 | H HYATT HOTELS CORP | $13M | 82.0K | 1.34% | Unchanged |
| 28 | N NETFLIX INC. | $12.9M | 185.0K | 1.33% | Trimmed(-10.0%) |
| 29 | L LOCKHEED MARTIN CORP | $12.7M | 25.0K | 1.32% | Unchanged |
| 30 | E EQUINIX INC | $11.6M | 11.5K | 1.20% | Trimmed(-4.2%) |
| 31 | U UBER TECHNOLOGIES INC | $11.4M | 167.0K | 1.18% | Trimmed(-7.0%) |
| 32 | C CAPITAL ONE FINL CORP | $10.6M | 55.0K | 1.10% | Added(+17.0%) |
| 33 | G GE VERNOVA INC | $10.5M | 11.0K | 1.08% | Unchanged |
| 34 | U UNITED AIRLS HLDGS INC | $10M | 90.0K | 1.03% | Added(+12.5%) |
| 35 | M MICRON TECHNOLOGY INC | $9.9M | 9.3K | 1.02% | — |
| 36 | N SERVICENOW INC | $8M | 60.0K | 0.83% | Unchanged |
| 37 | S SPACE EXPLORATION TECHN CORP | $6.3M | 42.0K | 0.65% | — |