Archon Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Archon Partners LLC reported 38 stock positions worth $825.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.4% of the portfolio, followed by Apple (AAPL, 6.9%) and Fiserv (FISV, 6.0%). Compared with Q4 2024, it opened 4 new positions, sold out of 5, added to 3 and reduced 2. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale an exit from D.R. Horton (DHI).
- Most Recent 13F
- Q2 2026
- Location
- Princeton Junction, NJ
- CIK
- 0001454424
- Portfolio Value
- $825.8M (Q1 2025)
- SEC Filing
- 0001172661-25-002009 ↗ filed May 15, 2025
Holdings Value
Holdings 38 stocks · $825.8M
| BRK.B Berkshire Hathaway Inc. Class B | 11.40% | 176,800 | $94.2M | No change |
| AAPL Apple Inc. | 6.86% | 255,000 | $56.6M | No change |
| FISV Fiserv Inc. | 5.96% | 223,000 | $49.2M | No change |
| GOOGL Alphabet Inc. Class A | 5.92% | 316,240 | $48.9M | No change |
| AMZN Amazon.com Inc. | 5.75% | 249,660 | $47.5M | No change |
| MSFT Microsoft Corp. | 4.64% | 102,000 | $38.3M | No change |
| MA Mastercard Inc. Class A | 4.41% | 66,500 | $36.4M | No change |
| V Visa Inc. Class A | 4.20% | 99,000 | $34.7M | No change |
| LOW Lowe's Cos Inc. | 3.53% | 125,000 | $29.2M | No change |
| META Meta Platforms Inc. Class A | 3.35% | 48,000 | $27.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.33% | 49,100 | $27.5M | No change |
| NVR NVR Inc. | 3.30% | 3,766 | $27.3M | No change |
| BX Blackstone Inc. | 3.22% | 190,000 | $26.6M | No change |
| TDG Transdigm Group Inc. | 2.90% | 17,300 | $23.9M | No change |
| ELV Elevance Health Inc. | 2.63% | 50,000 | $21.7M | Reduce -23.1% |
| UNP Union Pacific Corp. | 2.43% | 85,000 | $20.1M | No change |
| NFLX Netflix Inc. | 2.38% | 21,050 | $19.6M | No change |
| JPM JPMorgan Chase & Co. | 2.38% | 80,000 | $19.6M | No change |
| LMT Lockheed Martin Corp. | 1.89% | 35,000 | $15.6M | No change |
| NOW ServiceNow Inc. | 1.74% | 18,000 | $14.3M | No change |
| EQIX Equinix Inc. | 1.66% | 16,800 | $13.7M | No change |
| PLTR Palantir Technologies Inc. Class A | 1.64% | 160,000 | $13.5M | Reduce -23.4% |
| RTX RTX Corp. | 1.62% | 101,000 | $13.4M | No change |
| UBER Uber Technologies Inc. | 1.58% | 179,600 | $13.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.46% | 91,000 | $12.0M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.40% | 50,800 | $11.6M | No change |
| APO Apollo Global Management Inc. | 1.39% | 84,000 | $11.5M | New |
| LYV Live Nation Entertainment Inc. | 1.36% | 86,000 | $11.2M | No change |
| H Hyatt Hotels Corp. Class A | 1.22% | 82,000 | $10.0M | No change |
| NVDA Nvidia Corp. | 0.85% | 65,000 | $7.0M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.76% | 90,000 | $6.2M | New |
| NET Cloudflare Inc. Class A | 0.75% | 55,000 | $6.2M | Add +3.8% |
| QXO Qxo Inc. | 0.71% | 430,000 | $5.8M | Add +36.9% |
| PANW Palo Alto Networks Inc. | 0.62% | 30,030 | $5.1M | No change |
| FNF Fidelity National Financial | 0.35% | 45,000 | $2.9M | No change |
| STZ Constellation Brands Inc. Class A | 0.17% | 7,825 | $1.4M | No change |
| IR Ingersoll-Rand Inc. | 0.16% | 16,500 | $1.3M | No change |
| AUR Aurora Innovation Inc. | 0.07% | 90,000 | $605K | Add +50.0% |
Portfolio Sells Q4 2024 → Q1 2025
| DHI D.R. Horton Inc. | Sold out | 0.00% | −1.46 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −1.27 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.85 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.76 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.57 |
| PLTR Palantir Technologies Inc. Class A | Reduce -23.4% | 1.64% | −0.20 |
| ELV Elevance Health Inc. | Reduce -23.1% | 2.63% | −0.16 |
Portfolio Buys Q4 2024 → Q1 2025
| BABA Alibaba Group Holding-SP ADR | New | 1.46% | +1.46 |
| APO Apollo Global Management Inc. | New | 1.39% | +1.39 |
| NVDA Nvidia Corp. | New | 0.85% | +0.85 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.76% | +0.76 |
| QXO Qxo Inc. | Add +36.9% | 0.71% | +0.12 |
| NET Cloudflare Inc. Class A | Add +3.8% | 0.75% | +0.09 |
| AUR Aurora Innovation Inc. | Add +50.0% | 0.07% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $936.8M | GOOGL, BRK.B, AAPL, AMZN, SPY |
| Q1 2026 | 39 | $845.0M | BRK.B, GOOGL, AAPL, AMZN, SPY |
| Q4 2025 | 42 | $956.8M | GOOGL, BRK.B, AAPL, AMZN, MSFT |
| Q3 2025 | 39 | $941.1M | BRK.B, GOOGL, AAPL, AMZN, MSFT |
| Q2 2025 | 35 | $866.8M | BRK.B, GOOGL, AMZN, AAPL, MSFT |
| Q1 2025 | 38 | $825.8M | BRK.B, AAPL, FISV, GOOGL, AMZN |
| Q4 2024 | 39 | $859.5M | BRK.B, AAPL, GOOGL, AMZN, FISV |
| Q3 2024 | 39 | $864.6M | BRK.B, AAPL, GOOGL, AMZN, MSFT |
| Q2 2024 | 37 | $778.9M | BRK.B, GOOGL, AAPL, AMZN, MSFT |
| Q1 2024 | 40 | $817.2M | BRK.B, GOOGL, AMZN, AAPL, MSFT |