Investor
Archon Partners LLC
CIK 0001454424 · filed 2026-05-15 · SEC filing
13F book
$845M
Positions
39
6 new · 9 sold
Largest name
10.0%
Berkshire Hathaway Inc Del
Est. mark
−$66.1M
Price effect on 33 names still held. Flow −$45.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 176.8K | $84.7M | 10.0% | −$4.15M | Held |
| Alphabet Inc | — | 280K | $80.5M | 9.5% | −$7.12M | Cut−$16.5M |
| Apple Inc. | AAPL | 252K | $64M | 7.6% | −$4.55M | Held |
| Amazon Com Inc | AMZN | 240K | $50M | 5.9% | −$5.41M | Cut−$7.64M |
| Spdr S&P 500 Etf Tr | — | 70K | $45.5M | 5.4% | −$2.21M | Held |
| Microsoft Corp | MSFT | 102K | $37.8M | 4.5% | −$11.6M | Held |
| Mastercard Inc | MA | 66.5K | $33.2M | 3.9% | −$4.74M | Held |
| Visa Inc. | V | 99K | $29.9M | 3.5% | −$4.8M | Held |
| Lowes Cos Inc | — | 120K | $28.4M | 3.4% | −$585.6K | Held |
| Meta Platforms, Inc. | META | 48K | $27.5M | 3.3% | −$4.22M | Held |
| Nvr Inc | NVR | 3.77K | $24.8M | 2.9% | −$2.65M | Held |
| Jpmorgan Chase & Co. | — | 80K | $23.5M | 2.8% | −$2.24M | Held |
| Blackstone Inc. | BX | 190K | $21.8M | 2.6% | −$7.44M | Held |
| Netflix Inc | NFLX | 210.5K | $20.2M | 2.4% | $503.1K | Held |
| Transdigm Group Inc | TDG | 17.3K | $20.1M | 2.4% | −$2.96M | Held |
| RTX Corp | RTX | 101K | $19.5M | 2.3% | $959.5K | Held |
| Union Pac Corp | — | 75K | $18.2M | 2.2% | $847.5K | Held |
| Hilton Worldwide Hldgs Inc | — | 50.8K | $15.4M | 1.8% | $855K | Held |
| Lockheed Martin Corp | LMT | 25K | $15.1M | 1.8% | $3.02M | Cut−$1.82M |
| Palantir Technologies Inc. | PLTR | 100K | $14.6M | 1.7% | −$3.15M | Cut−$5.81M |
| Live Nation Entertainment In | — | 86K | $13.1M | 1.6% | $860.9K | Held |
| Uber Technologies, Inc | UBER | 179.6K | $12.9M | 1.5% | −$1.76M | Held |
| Nvidia Corp | NVDA | 72K | $12.6M | 1.5% | −$871.2K | Held |
| Boeing Co | — | 60K | $11.9M | 1.4% | −$1.09M | Held |
| Hyatt Hotels Corp | H | 82K | $11.8M | 1.4% | −$1.36M | Held |
| Equinix Inc | EQIX | 12K | $11.8M | 1.4% | $2.57M | Held |
| Becton Dickinson & Co | BDX | 71K | $11.2M | 1.3% | — | New |
| Cloudflare, Inc. | NET | 50K | $10.3M | 1.2% | $459.5K | Held |
| Qxo Inc | — | 520K | $10.1M | 1.2% | $67.6K | Held |
| Nisource Inc. | NI | 210K | $9.8M | 1.2% | — | New |
| GE Vernova Inc. | GEV | 11K | $9.6M | 1.1% | $2.41M | Held |
| Eli Lilly & Co | LLY | 9K | $8.28M | 1.0% | −$1.39M | Held |
| Advanced Drain Sys Inc Del | — | 59K | $8.09M | 1.0% | −$308K | Added$2.3M |
| ServiceNow, Inc. | NOW | 60K | $6.27M | 0.7% | −$2.92M | Cut−$4.45M |
| Brookfield Corp | — | 135K | $5.46M | 0.6% | — | New |
| United Airls Hldgs Inc | — | 52K | $4.79M | 0.6% | — | New |
| Booking Holdings Inc. | BKNG | 1K | $4.21M | 0.5% | −$1.15M | Cut−$6.5M |
| Coupang, Inc. | CPNG | 220K | $4.15M | 0.5% | — | New |
| Composecure Inc | GPGI | 230K | $3.93M | 0.5% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.