Archon Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Archon Partners LLC reported 39 stock positions worth $941.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.4% of the portfolio, followed by Alphabet Class A (GOOGL, 8.2%) and Apple (AAPL, 6.8%). Compared with Q2 2025, it opened 6 new positions, sold out of 2, added to 3 and reduced 5. The biggest buy was a new position in Brookfield (BN) and the biggest sale Fiserv (FISV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Princeton Junction, NJ
- CIK
- 0001454424
- Portfolio Value
- $941.1M (Q3 2025)
- SEC Filing
- 0001172661-25-004840 ↗ filed Nov 14, 2025
Holdings Value
Holdings 39 stocks · $941.1M
| BRK.B Berkshire Hathaway Inc. Class B | 9.44% | 176,800 | $88.9M | No change |
| GOOGL Alphabet Inc. Class A | 8.17% | 316,240 | $76.9M | No change |
| AAPL Apple Inc. | 6.82% | 252,000 | $64.2M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 5.83% | 249,660 | $54.8M | No change |
| MSFT Microsoft Corp. | 5.61% | 102,000 | $52.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.96% | 70,000 | $46.6M | Add +7.7% |
| MA Mastercard Inc. Class A | 4.02% | 66,500 | $37.8M | No change |
| META Meta Platforms Inc. Class A | 3.75% | 48,000 | $35.3M | No change |
| V Visa Inc. Class A | 3.59% | 99,000 | $33.8M | No change |
| BX Blackstone Inc. | 3.45% | 190,000 | $32.5M | No change |
| NVR NVR Inc. | 3.22% | 3,766 | $30.3M | No change |
| LOW Lowe's Cos Inc. | 3.20% | 120,000 | $30.2M | Reduce -4.0% |
| FISV Fiserv Inc. | 2.82% | 206,000 | $26.6M | Reduce -7.6% |
| NFLX Netflix Inc. | 2.68% | 21,050 | $25.2M | No change |
| JPM JPMorgan Chase & Co. | 2.68% | 80,000 | $25.2M | No change |
| PLTR Palantir Technologies Inc. Class A | 2.52% | 130,000 | $23.7M | Reduce -13.3% |
| TDG Transdigm Group Inc. | 2.42% | 17,300 | $22.8M | No change |
| UNP Union Pacific Corp. | 1.88% | 75,000 | $17.7M | No change |
| UBER Uber Technologies Inc. | 1.87% | 179,600 | $17.6M | No change |
| LMT Lockheed Martin Corp. | 1.86% | 35,000 | $17.5M | No change |
| RTX RTX Corp. | 1.80% | 101,000 | $16.9M | No change |
| LYV Live Nation Entertainment Inc. | 1.49% | 86,000 | $14.1M | No change |
| NVDA Nvidia Corp. | 1.43% | 72,000 | $13.4M | No change |
| HLT Hilton Worldwide Holdings Inc. | 1.40% | 50,800 | $13.2M | No change |
| NOW ServiceNow Inc. | 1.37% | 14,000 | $12.9M | Reduce -22.2% |
| NET Cloudflare Inc. Class A | 1.25% | 55,000 | $11.8M | No change |
| H Hyatt Hotels Corp. Class A | 1.24% | 82,000 | $11.6M | No change |
| BA The Boeing Co. | 1.17% | 51,000 | $11.0M | Add +8.5% |
| PANW Palo Alto Networks Inc. | 1.17% | 54,000 | $11.0M | Add +79.8% |
| BN Brookfield Corp. | 1.17% | 160,000 | $11.0M | New |
| QXO Qxo Inc. | 1.05% | 520,000 | $9.9M | No change |
| EQIX Equinix Inc. | 1.00% | 12,000 | $9.4M | New |
| UNH Unitedhealth Group Inc. | 0.73% | 20,000 | $6.9M | New |
| LLY Eli Lilly & Co. | 0.73% | 9,000 | $6.9M | New |
| ELV Elevance Health Inc. | 0.69% | 20,000 | $6.5M | No change |
| NCLH Norwegian Cruise Line Holdin | 0.64% | 245,000 | $6.0M | New |
| CSGP Costar Group Inc. | 0.48% | 54,000 | $4.6M | New |
| FNF Fidelity National Financial | 0.29% | 45,000 | $2.7M | No change |
| STZ Constellation Brands Inc. Class A | 0.11% | 7,825 | $1.1M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| FISV Fiserv Inc. | Reduce -7.6% | 2.82% | −1.61 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.11 |
| IR Ingersoll-Rand Inc. | Sold out | 0.00% | −0.77 |
| NOW ServiceNow Inc. | Reduce -22.2% | 1.37% | −0.77 |
| LOW Lowe's Cos Inc. | Reduce -4.0% | 3.20% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -13.3% | 2.52% | +0.16 |
| AAPL Apple Inc. | Reduce -1.2% | 6.82% | +0.78 |
Portfolio Buys Q2 2025 → Q3 2025
| BN Brookfield Corp. | New | 1.17% | +1.17 |
| EQIX Equinix Inc. | New | 1.00% | +1.00 |
| UNH Unitedhealth Group Inc. | New | 0.73% | +0.73 |
| LLY Eli Lilly & Co. | New | 0.73% | +0.73 |
| NCLH Norwegian Cruise Line Holdin | New | 0.64% | +0.64 |
| CSGP Costar Group Inc. | New | 0.48% | +0.48 |
| PANW Palo Alto Networks Inc. | Add +79.8% | 1.17% | +0.46 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.7% | 4.96% | +0.32 |
| BA The Boeing Co. | Add +8.5% | 1.17% | +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 |