Archon Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Archon Partners LLC reported 35 stock positions worth $866.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.9% of the portfolio, followed by Alphabet Class A (GOOGL, 6.4%) and Amazon.com (AMZN, 6.3%). Compared with Q1 2025, it opened 1 new position, sold out of 4, added to 5 and reduced 3. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +32%) and the biggest sale Elevance Health (ELV, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Princeton Junction, NJ
- CIK
- 0001454424
- Portfolio Value
- $866.8M (Q2 2025)
- SEC Filing
- 0001172661-25-003318 ↗ filed Aug 14, 2025
Holdings Value
Holdings 35 stocks · $866.8M
| BRK.B Berkshire Hathaway Inc. Class B | 9.91% | 176,800 | $85.9M | No change |
| GOOGL Alphabet Inc. Class A | 6.43% | 316,240 | $55.7M | No change |
| AMZN Amazon.com Inc. | 6.32% | 249,660 | $54.8M | No change |
| AAPL Apple Inc. | 6.04% | 255,000 | $52.3M | No change |
| MSFT Microsoft Corp. | 5.85% | 102,000 | $50.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.63% | 65,000 | $40.2M | Add +32.4% |
| FISV Fiserv Inc. | 4.44% | 223,000 | $38.4M | No change |
| MA Mastercard Inc. Class A | 4.31% | 66,500 | $37.4M | No change |
| META Meta Platforms Inc. Class A | 4.09% | 48,000 | $35.4M | No change |
| V Visa Inc. Class A | 4.06% | 99,000 | $35.1M | No change |
| BX Blackstone Inc. | 3.28% | 190,000 | $28.4M | No change |
| NFLX Netflix Inc. | 3.25% | 21,050 | $28.2M | No change |
| NVR NVR Inc. | 3.21% | 3,766 | $27.8M | No change |
| LOW Lowe's Cos Inc. | 3.20% | 125,000 | $27.7M | No change |
| TDG Transdigm Group Inc. | 3.04% | 17,300 | $26.3M | No change |
| JPM JPMorgan Chase & Co. | 2.68% | 80,000 | $23.2M | No change |
| PLTR Palantir Technologies Inc. Class A | 2.36% | 150,000 | $20.4M | Reduce -6.3% |
| NOW ServiceNow Inc. | 2.13% | 18,000 | $18.5M | No change |
| UNP Union Pacific Corp. | 1.99% | 75,000 | $17.3M | Reduce -11.8% |
| UBER Uber Technologies Inc. | 1.93% | 179,600 | $16.8M | No change |
| LMT Lockheed Martin Corp. | 1.87% | 35,000 | $16.2M | No change |
| RTX RTX Corp. | 1.70% | 101,000 | $14.7M | No change |
| HLT Hilton Worldwide Holdings Inc. | 1.56% | 50,800 | $13.5M | No change |
| LYV Live Nation Entertainment Inc. | 1.50% | 86,000 | $13.0M | No change |
| H Hyatt Hotels Corp. Class A | 1.32% | 82,000 | $11.5M | No change |
| NVDA Nvidia Corp. | 1.31% | 72,000 | $11.4M | Add +10.8% |
| QXO Qxo Inc. | 1.29% | 520,000 | $11.2M | Add +20.9% |
| NET Cloudflare Inc. Class A | 1.24% | 55,000 | $10.8M | No change |
| BA The Boeing Co. | 1.14% | 47,000 | $9.8M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 1.11% | 140,000 | $9.7M | Add +55.6% |
| ELV Elevance Health Inc. | 0.90% | 20,000 | $7.8M | Reduce -60.0% |
| IR Ingersoll-Rand Inc. | 0.77% | 80,000 | $6.7M | Add +384.9% |
| PANW Palo Alto Networks Inc. | 0.71% | 30,030 | $6.1M | No change |
| FNF Fidelity National Financial | 0.29% | 45,000 | $2.5M | No change |
| STZ Constellation Brands Inc. Class A | 0.15% | 7,825 | $1.3M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ELV Elevance Health Inc. | Reduce -60.0% | 0.90% | −1.74 |
| EQIX Equinix Inc. | Sold out | 0.00% | −1.66 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −1.46 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −1.39 |
| UNP Union Pacific Corp. | Reduce -11.8% | 1.99% | −0.44 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.3% | 2.36% | +0.72 |
Portfolio Buys Q1 2025 → Q2 2025
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 |