Archon Partners as of March 31, 2026
Portfolio Holdings for Archon Partners
Archon Partners holds 39 positions in its portfolio as reported in the March 2026 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) | 10.0 | $85M | 177k | 479.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $81M | 280k | 287.56 | |
| Apple (AAPL) | 7.6 | $64M | 252k | 253.79 | |
| Amazon (AMZN) | 5.9 | $50M | 240k | 208.27 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.4 | $46M | 70k | 650.34 | |
| Microsoft Corporation (MSFT) | 4.5 | $38M | 102k | 370.17 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $33M | 67k | 499.66 | |
| Visa Com Cl A (V) | 3.5 | $30M | 99k | 302.24 | |
| Lowe's Companies (LOW) | 3.4 | $28M | 120k | 236.28 | |
| Meta Platforms Cl A (META) | 3.2 | $28M | 48k | 572.13 | |
| NVR (NVR) | 2.9 | $25M | 3.8k | 6589.83 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $24M | 80k | 294.16 | |
| Blackstone Group Inc Com Cl A (BX) | 2.6 | $22M | 190k | 114.99 | |
| Netflix (NFLX) | 2.4 | $20M | 211k | 96.15 | |
| TransDigm Group Incorporated (TDG) | 2.4 | $20M | 17k | 1158.96 | |
| Raytheon Technologies Corp (RTX) | 2.3 | $20M | 101k | 192.90 | |
| Union Pacific Corporation (UNP) | 2.2 | $18M | 75k | 242.62 | |
| Hilton Worldwide Holdings (HLT) | 1.8 | $15M | 51k | 304.08 | |
| Lockheed Martin Corporation (LMT) | 1.8 | $15M | 25k | 604.39 | |
| Palantir Technologies Cl A (PLTR) | 1.7 | $15M | 100k | 146.28 | |
| Live Nation Entertainment (LYV) | 1.6 | $13M | 86k | 152.51 | |
| Uber Technologies (UBER) | 1.5 | $13M | 180k | 71.93 | |
| NVIDIA Corporation (NVDA) | 1.5 | $13M | 72k | 174.40 | |
| Boeing Company (BA) | 1.4 | $12M | 60k | 199.03 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.4 | $12M | 82k | 143.79 | |
| Equinix (EQIX) | 1.4 | $12M | 12k | 980.24 | |
| Becton, Dickinson and (BDX) | 1.3 | $11M | 71k | 157.23 | |
| Cloudflare Cl A Com (NET) | 1.2 | $10M | 50k | 206.34 | |
| Qxo Com New (QXO) | 1.2 | $10M | 520k | 19.42 | |
| NiSource (NI) | 1.2 | $9.8M | 210k | 46.66 | |
| Ge Vernova (GEV) | 1.1 | $9.6M | 11k | 872.90 | |
| Eli Lilly & Co. (LLY) | 1.0 | $8.3M | 9.0k | 919.77 | |
| Advanced Drain Sys Inc Del (WMS) | 1.0 | $8.1M | 59k | 137.13 | |
| Servicenow (NOW) | 0.7 | $6.3M | 60k | 104.55 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.6 | $5.5M | 135k | 40.47 | |
| Hldgs (UAL) | 0.6 | $4.8M | 52k | 92.07 | |
| Booking Holdings (BKNG) | 0.5 | $4.2M | 1.0k | 4210.32 | |
| Coupang Cl A (CPNG) | 0.5 | $4.2M | 220k | 18.88 | |
| Gpgi Com Cl A (GPGI) | 0.5 | $3.9M | 230k | 17.10 |
