Universe · entity
Archon Partners LLC
Institutional manager (13F) · CIK 1454424
13F holdings · as of 2026-03-31 · top 39 · reported portfolio $845M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $85M | 176,800 |
| 2 | ALPHABET INC | $81M | 280,000 |
| 3 | APPLE INC | $64M | 252,000 |
| 4 | AMAZON COM INC | $50M | 240,000 |
| 5 | STATE STR SPDR S&P 500 ETF T | $46M | 70,000 |
| 6 | MICROSOFT CORP | $38M | 102,000 |
| 7 | MASTERCARD INCORPORATED | $33M | 66,500 |
| 8 | VISA INC | $30M | 99,000 |
| 9 | LOWES COS INC | $28M | 120,000 |
| 10 | META PLATFORMS INC | $27M | 48,000 |
| 11 | NVR INC | $25M | 3,766 |
| 12 | JPMORGAN CHASE & CO | $24M | 80,000 |
| 13 | BLACKSTONE INC | $22M | 190,000 |
| 14 | NETFLIX INC. | $20M | 210,500 |
| 15 | TRANSDIGM GROUP INC | $20M | 17,300 |
| 16 | RTX CORPORATION | $19M | 101,000 |
| 17 | UNION PAC CORP | $18M | 75,000 |
| 18 | HILTON WORLDWIDE HLDGS INC | $15M | 50,800 |
| 19 | LOCKHEED MARTIN CORP | $15M | 25,000 |
| 20 | PALANTIR TECHNOLOGIES INC | $15M | 100,000 |
| 21 | LIVE NATION ENTERTAINMENT IN | $13M | 86,000 |
| 22 | UBER TECHNOLOGIES INC | $13M | 179,600 |
| 23 | NVIDIA CORPORATION | $13M | 72,000 |
| 24 | BOEING CO | $12M | 60,000 |
| 25 | HYATT HOTELS CORP | $12M | 82,000 |
| 26 | EQUINIX INC | $12M | 12,000 |
| 27 | BECTON DICKINSON & CO | $11M | 71,000 |
| 28 | CLOUDFLARE INC | $10M | 50,000 |
| 29 | QXO INC | $10M | 520,000 |
| 30 | NISOURCE INC | $10M | 210,000 |
| 31 | GE VERNOVA INC | $10M | 11,000 |
| 32 | ELI LILLY & CO | $8M | 9,000 |
| 33 | ADVANCED DRAIN SYS INC DEL | $8M | 59,000 |
| 34 | SERVICENOW INC | $6M | 60,000 |
| 35 | BROOKFIELD CORP | $5M | 135,000 |
| 36 | UNITED AIRLS HLDGS INC | $5M | 52,000 |
| 37 | BOOKING HOLDINGS INC | $4M | 1,000 |
| 38 | COUPANG INC | $4M | 220,000 |
| 39 | GPGI INC | $4M | 230,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.