Archon Partners as of Dec. 31, 2025
Portfolio Holdings for Archon Partners
Archon Partners holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.1 | $97M | 310k | 313.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.3 | $89M | 177k | 502.65 | |
| Apple (AAPL) | 7.2 | $69M | 252k | 271.86 | |
| Amazon (AMZN) | 6.0 | $58M | 250k | 230.82 | |
| Microsoft Corporation (MSFT) | 5.2 | $49M | 102k | 483.62 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.0 | $48M | 70k | 681.92 | |
| Mastercard Incorporated Cl A (MA) | 4.0 | $38M | 67k | 570.88 | |
| Visa Com Cl A (V) | 3.6 | $35M | 99k | 350.71 | |
| Meta Platforms Cl A (META) | 3.3 | $32M | 48k | 660.09 | |
| Blackstone Group Inc Com Cl A (BX) | 3.1 | $29M | 190k | 154.14 | |
| Lowe's Companies (LOW) | 3.0 | $29M | 120k | 241.16 | |
| NVR (NVR) | 2.9 | $28M | 3.8k | 7292.77 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $26M | 80k | 322.22 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $23M | 17k | 1329.85 | |
| Palantir Technologies Cl A (PLTR) | 2.1 | $20M | 115k | 177.75 | |
| Netflix (NFLX) | 2.1 | $20M | 211k | 93.76 | |
| Raytheon Technologies Corp (RTX) | 1.9 | $19M | 101k | 183.40 | |
| Union Pacific Corporation (UNP) | 1.8 | $17M | 75k | 231.32 | |
| Lockheed Martin Corporation (LMT) | 1.8 | $17M | 35k | 483.67 | |
| Uber Technologies (UBER) | 1.5 | $15M | 180k | 81.71 | |
| Hilton Worldwide Holdings (HLT) | 1.5 | $15M | 51k | 287.25 | |
| NVIDIA Corporation (NVDA) | 1.4 | $13M | 72k | 186.50 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.4 | $13M | 82k | 160.32 | |
| Boeing Company (BA) | 1.4 | $13M | 60k | 217.12 | |
| Live Nation Entertainment (LYV) | 1.3 | $12M | 86k | 142.50 | |
| Servicenow (NOW) | 1.1 | $11M | 70k | 153.19 | |
| Booking Holdings (BKNG) | 1.1 | $11M | 2.0k | 5355.33 | |
| Qxo Com New (QXO) | 1.0 | $10M | 520k | 19.29 | |
| Palo Alto Networks (PANW) | 1.0 | $9.9M | 54k | 184.20 | |
| Cloudflare Cl A Com (NET) | 1.0 | $9.9M | 50k | 197.15 | |
| Eli Lilly & Co. (LLY) | 1.0 | $9.7M | 9.0k | 1074.68 | |
| Equinix (EQIX) | 1.0 | $9.2M | 12k | 766.16 | |
| Danaher Corporation (DHR) | 1.0 | $9.2M | 40k | 228.92 | |
| Apollo Global Mgmt (APO) | 1.0 | $9.1M | 63k | 144.76 | |
| Airbnb Com Cl A (ABNB) | 0.9 | $9.0M | 66k | 135.72 | |
| Fiserv (FISV) | 0.9 | $8.7M | 130k | 67.17 | |
| Ge Vernova (GEV) | 0.8 | $7.2M | 11k | 653.57 | |
| Anthem (ELV) | 0.7 | $7.0M | 20k | 350.55 | |
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $5.8M | 40k | 144.83 | |
| Illumina (ILMN) | 0.5 | $5.1M | 39k | 131.16 | |
| Fidelity National Financial Com Shs (FNF) | 0.3 | $2.5M | 45k | 54.59 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.1M | 7.8k | 137.96 |
