Archon Partners LLC
13F Reported Value
ⓘ$845.0M
Holdings
39
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Archon Partners LLC disclosed 39 positions worth $845.0M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 10.0% of the equity portfolio, followed by $GOOG and $AAPL. During the quarter the fund opened 6 new positions and exited 9 — including a new stake in $BDX and a full exit from $PANW. The portfolio is most concentrated in Technology (32.7% of disclosed assets). All figures are sourced directly from Archon Partners LLC’s Form 13F-HR filing with the SEC under CIK 1454424.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$84.7M176,800 sh - 80.2#45
Quality
$80.5M280,000 sh - 76.1#112
Quality
$64.0M252,000 sh - 74.6
Quality
$50.0M240,000 sh - —
Quality
$45.5M70,000 sh - 83.7
Quality
$37.8M102,000 sh - 81.7
Quality
$33.2M66,500 sh - 83.5
Quality
$29.9M99,000 sh - 63.5
Quality
$28.4M120,000 sh - 80.9
Quality
$27.5M48,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $84.7M | 176,800 |
 Alphabet Inc.$GOOG | 80.2#45 | $80.5M | 280,000 |
 Apple Inc.$AAPL | 76.1#112 | $64.0M | 252,000 |
 AMAZON COM INC$AMZN | 74.6 | $50.0M | 240,000 |
 SPDR S&P 500 ETF TRUST$SPY | — | $45.5M | 70,000 |
 MICROSOFT CORP$MSFT | 83.7 | $37.8M | 102,000 |
 Mastercard Inc$MA | 81.7 | $33.2M | 66,500 |
 VISA INC.$V | 83.5 | $29.9M | 99,000 |
 LOWES COMPANIES INC$LOW | 63.5 | $28.4M | 120,000 |
 Meta Platforms, Inc.$META | 80.9 | $27.5M | 48,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Archon Partners LLC's 39 positions.
Showing top 10 of 39 holdings.
Sector Allocation
Technology
$276.0M
Financials
$197.2M
Consumer Discretionary
$124.0M
Industrials
$114.4M
Other
$45.5M
Communication Services
$33.4M
Healthcare
$19.4M
Real Estate
$17.2M
Full Holdings — Archon Partners LLC (Q1 2026)
All 39 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $84.7M | 10.0% | +0% | 64.5 |
| 2 | $GOOG | Alphabet Inc. | $80.5M | 9.5% | -10% | 80.2 |
| 3 | $AAPL | Apple Inc. | $64.0M | 7.6% | +0% | 76.1 |
| 4 | $AMZN | AMAZON COM INC | $50.0M | 5.9% | -4% | 74.6 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $45.5M | 5.4% | +0% | — |
| 6 | $MSFT | MICROSOFT CORP | $37.8M | 4.5% | +0% | 83.7 |
| 7 | $MA | Mastercard Inc | $33.2M | 3.9% | +0% | 81.7 |
| 8 | $V | VISA INC. | $29.9M | 3.5% | +0% | 83.5 |
| 9 | $LOW | LOWES COMPANIES INC | $28.4M | 3.4% | +0% | 63.5 |
| 10 | $META | Meta Platforms, Inc. | $27.5M | 3.3% | +0% | 80.9 |
| 11 |  $NVR | NVR INC | $24.8M | 2.9% | +0% | 62.3 |
| 12 |  $JPM | JPMORGAN CHASE & CO | $23.5M | 2.8% | +0% | 35.6 |
| 13 |  $BX | Blackstone Inc. | $21.8M | 2.6% | +0% | 68 |
| 14 |  $NFLX | NETFLIX INC | $20.2M | 2.4% | +0% | 86.7 |
| 15 |  $TDG | TransDigm Group INC | $20.1M | 2.4% | +0% | 75.4 |
| 16 |  $RTX | RTX Corp | $19.5M | 2.3% | +0% | 70 |
| 17 |  $UNP | UNION PACIFIC CORP | $18.2M | 2.1% | +0% | 74 |
| 18 |  $HLT | Hilton Worldwide Holdings Inc. | $15.4M | 1.8% | +0% | 73.1 |
| 19 |  $LMT | LOCKHEED MARTIN CORP | $15.1M | 1.8% | -29% | 65 |
| 20 |  $PLTR | Palantir Technologies Inc. | $14.6M | 1.7% | -13% | 85.8 |
| 21 |  $LYV | Live Nation Entertainment, Inc. | $13.1M | 1.6% | +0% | 55 |
| 22 |  $UBER | Uber Technologies, Inc | $12.9M | 1.5% | +0% | 79.3 |
| 23 |  $NVDA | NVIDIA CORP | $12.6M | 1.5% | +0% | 90.2 |
| 24 |  $BA | BOEING CO | $11.9M | 1.4% | +0% | 51.8 |
| 25 |  $H | Hyatt Hotels Corp | $11.8M | 1.4% | +0% | 46.6 |
| 26 |  $EQIX | EQUINIX INC | $11.8M | 1.4% | +0% | 61.4 |
| 27 |  $BDX | BECTON DICKINSON & CO | $11.2M | 1.3% | NEW | 50.7 |
| 28 |  $NET | Cloudflare, Inc. | $10.3M | 1.2% | +0% | 52.6 |
| 29 |  $QXO | QXO, Inc. | $10.1M | 1.2% | +0% | 53.5 |
| 30 |  $NI | NISOURCE INC. | $9.8M | 1.2% | NEW | 61.7 |
| 31 |  $GEV | GE Vernova Inc. | $9.6M | 1.1% | +0% | 70.1 |
| 32 |  $LLY | ELI LILLY & Co | $8.3M | 1.0% | +0% | 89.3 |
| 33 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $8.1M | 1.0% | +48% | 58 |
| 34 |  $NOW | ServiceNow, Inc. | $6.3M | 0.7% | -14% | 76 |
| 35 |  $BN | BROOKFIELD Corp /ON/ | $5.5M | 0.7% | NEW | — |
| 36 |  $UAL | United Airlines Holdings, Inc. | $4.8M | 0.6% | NEW | 61.3 |
| 37 |  $BKNG | Booking Holdings Inc. | $4.2M | 0.5% | -50% | 55.3 |
| 38 |  $CPNG | Coupang, Inc. | $4.2M | 0.5% | NEW | 56.4 |
| 39 |  $GPGI | GPGI, Inc. | $3.9M | 0.5% | NEW | 11.3 |
New Positions (6)
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