Archon Partners as of Sept. 30, 2025
Portfolio Holdings for Archon Partners
Archon Partners holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.4 | $89M | 177k | 502.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $77M | 316k | 243.10 | |
| Apple (AAPL) | 6.8 | $64M | 252k | 254.63 | |
| Amazon (AMZN) | 5.8 | $55M | 250k | 219.57 | |
| Microsoft Corporation (MSFT) | 5.6 | $53M | 102k | 517.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.0 | $47M | 70k | 666.18 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $38M | 67k | 568.81 | |
| Meta Platforms Cl A (META) | 3.7 | $35M | 48k | 734.38 | |
| Visa Com Cl A (V) | 3.6 | $34M | 99k | 341.38 | |
| Blackstone Group Inc Com Cl A (BX) | 3.4 | $33M | 190k | 170.85 | |
| NVR (NVR) | 3.2 | $30M | 3.8k | 8034.66 | |
| Lowe's Companies (LOW) | 3.2 | $30M | 120k | 251.31 | |
| Fiserv (FI) | 2.8 | $27M | 206k | 128.93 | |
| Netflix (NFLX) | 2.7 | $25M | 21k | 1198.92 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $25M | 80k | 315.43 | |
| Palantir Technologies Cl A (PLTR) | 2.5 | $24M | 130k | 182.42 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $23M | 17k | 1318.02 | |
| Union Pacific Corporation (UNP) | 1.9 | $18M | 75k | 236.37 | |
| Uber Technologies (UBER) | 1.9 | $18M | 180k | 97.97 | |
| Lockheed Martin Corporation (LMT) | 1.9 | $18M | 35k | 499.21 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $17M | 101k | 167.33 | |
| Live Nation Entertainment (LYV) | 1.5 | $14M | 86k | 163.40 | |
| NVIDIA Corporation (NVDA) | 1.4 | $13M | 72k | 186.58 | |
| Hilton Worldwide Holdings (HLT) | 1.4 | $13M | 51k | 259.44 | |
| Servicenow (NOW) | 1.4 | $13M | 14k | 920.28 | |
| Cloudflare Cl A Com (NET) | 1.3 | $12M | 55k | 214.59 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.2 | $12M | 82k | 141.93 | |
| Boeing Company (BA) | 1.2 | $11M | 51k | 215.83 | |
| Palo Alto Networks (PANW) | 1.2 | $11M | 54k | 203.62 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $11M | 160k | 68.58 | |
| Qxo Com New (QXO) | 1.1 | $9.9M | 520k | 19.06 | |
| Equinix (EQIX) | 1.0 | $9.4M | 12k | 783.24 | |
| UnitedHealth (UNH) | 0.7 | $6.9M | 20k | 345.30 | |
| Eli Lilly & Co. (LLY) | 0.7 | $6.9M | 9.0k | 763.00 | |
| Anthem (ELV) | 0.7 | $6.5M | 20k | 323.12 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.6 | $6.0M | 245k | 24.63 | |
| CoStar (CSGP) | 0.5 | $4.6M | 54k | 84.37 | |
| Fidelity National Financial Com Shs (FNF) | 0.3 | $2.7M | 45k | 60.49 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.1M | 7.8k | 134.67 |
