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Archon Partners LLC
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $967,625,847
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $96,342,400
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $88,037,560
- APPLE INC · COM · 037833100 · shares: $83,921,040
- AMAZON COM INC · COM · 023135106 · shares: $59,796,000
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $53,384,100
- MICROSOFT CORP · COM · 594918104 · shares: $52,315,800
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $36,672,755
- META PLATFORMS INC · CL A · 30303M102 · shares: $36,259,000
- VISA INC · COM CL A · 92826C839 · shares: $35,573,670
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $26,466,400
Reported holdings
37 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 280,000 shares | $96,342,400 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 176,800 shares | $88,037,560 |
| APPLE INC | COM | 037833100 | — | 252,000 shares | $83,921,040 |
| AMAZON COM INC | COM | 023135106 | — | 240,000 shares | $59,796,000 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 70,000 shares | $53,384,100 |
| MICROSOFT CORP | COM | 594918104 | — | 102,000 shares | $52,315,800 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 66,500 shares | $36,672,755 |
| META PLATFORMS INC | CL A | 30303M102 | — | 50,000 shares | $36,259,000 |
| VISA INC | COM CL A | 92826C839 | — | 99,000 shares | $35,573,670 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 80,000 shares | $26,466,400 |
| NVR INC | COM | 62944T105 | — | 3,766 shares | $23,177,433 |
| LOWES COS INC | COM | 548661107 | — | 120,000 shares | $22,114,800 |
| BLACKSTONE INC | COM | 09260D107 | — | 190,000 shares | $21,297,100 |
| UNION PAC CORP | COM | 907818108 | — | 75,000 shares | $20,409,750 |
| RTX CORPORATION | COM | 75513E101 | — | 101,000 shares | $18,750,650 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 17,300 shares | $18,728,980 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 100,000 shares | $18,705,000 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 79,000 shares | $18,042,020 |
| GE AEROSPACE | COM NEW | 369604301 | — | 52,000 shares | $16,239,080 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 50,800 shares | $16,160,496 |
| DEERE & CO | COM | 244199105 | — | 24,000 shares | $16,117,200 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 35,000 shares | $14,935,900 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 88,000 shares | $14,820,960 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 86,000 shares | $14,559,800 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 40,000 shares | $13,891,200 |
| ELI LILLY & CO | COM | 532457108 | — | 12,000 shares | $13,884,960 |
| HYATT HOTELS CORP | COM CL A | 448579102 | — | 82,000 shares | $13,001,920 |
| NETFLIX INC. | COM | 64110L106 | — | 185,000 shares | $12,872,300 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 25,000 shares | $12,731,250 |
| EQUINIX INC | COM | 29444U700 | — | 11,500 shares | $11,633,170 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 167,000 shares | $11,441,170 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 55,000 shares | $10,618,850 |
| GE VERNOVA INC | COM | 36828A101 | — | 11,000 shares | $10,455,390 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 90,000 shares | $9,985,500 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 9,300 shares | $9,905,523 |
| SERVICENOW INC | COM | 81762P102 | — | 60,000 shares | $8,040,600 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 42,000 shares | $6,336,120 |