Archon Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Archon Partners LLC reported 39 stock positions worth $845.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.0% of the portfolio, followed by Alphabet Class A (GOOGL, 9.5%) and Apple (AAPL, 7.6%). Compared with Q4 2025, it opened 6 new positions, sold out of 9, added to 1 and reduced 6. The biggest buy was a new position in Becton Dickinson and (BDX) and the biggest sale an exit from Palo Alto Networks (PANW).
- Most Recent 13F
- Q2 2026
- Location
- Princeton Junction, NJ
- CIK
- 0001454424
- Portfolio Value
- $845.0M (Q1 2026)
- SEC Filing
- 0001172661-26-002046 ↗ filed May 15, 2026
Holdings Value
Holdings 39 stocks · $845.0M
| BRK.B Berkshire Hathaway Inc. Class B | 10.03% | 176,800 | $84.7M | No change |
| GOOGL Alphabet Inc. Class A | 9.53% | 280,000 | $80.5M | Reduce -9.7% |
| AAPL Apple Inc. | 7.57% | 252,000 | $64.0M | No change |
| AMZN Amazon.com Inc. | 5.92% | 240,000 | $50.0M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.39% | 70,000 | $45.5M | No change |
| MSFT Microsoft Corp. | 4.47% | 102,000 | $37.8M | No change |
| MA Mastercard Inc. Class A | 3.93% | 66,500 | $33.2M | No change |
| V Visa Inc. Class A | 3.54% | 99,000 | $29.9M | No change |
| LOW Lowe's Cos Inc. | 3.36% | 120,000 | $28.4M | No change |
| META Meta Platforms Inc. Class A | 3.25% | 48,000 | $27.5M | No change |
| NVR NVR Inc. | 2.94% | 3,766 | $24.8M | No change |
| JPM JPMorgan Chase & Co. | 2.78% | 80,000 | $23.5M | No change |
| BX Blackstone Inc. | 2.59% | 190,000 | $21.8M | No change |
| NFLX Netflix Inc. | 2.40% | 210,500 | $20.2M | No change |
| TDG Transdigm Group Inc. | 2.37% | 17,300 | $20.1M | No change |
| RTX RTX Corp. | 2.31% | 101,000 | $19.5M | No change |
| UNP Union Pacific Corp. | 2.15% | 75,000 | $18.2M | No change |
| HLT Hilton Worldwide Holdings Inc. | 1.83% | 50,800 | $15.4M | No change |
| LMT Lockheed Martin Corp. | 1.79% | 25,000 | $15.1M | Reduce -28.6% |
| PLTR Palantir Technologies Inc. Class A | 1.73% | 100,000 | $14.6M | Reduce -13.0% |
| LYV Live Nation Entertainment Inc. | 1.55% | 86,000 | $13.1M | No change |
| UBER Uber Technologies Inc. | 1.53% | 179,600 | $12.9M | No change |
| NVDA Nvidia Corp. | 1.49% | 72,000 | $12.6M | No change |
| BA The Boeing Co. | 1.41% | 60,000 | $11.9M | No change |
| H Hyatt Hotels Corp. Class A | 1.40% | 82,000 | $11.8M | No change |
| EQIX Equinix Inc. | 1.39% | 12,000 | $11.8M | No change |
| BDX Becton Dickinson and Co. | 1.32% | 71,000 | $11.2M | New |
| NET Cloudflare Inc. Class A | 1.22% | 50,000 | $10.3M | No change |
| QXO Qxo Inc. | 1.20% | 520,000 | $10.1M | No change |
| NI Nisource Inc. | 1.16% | 210,000 | $9.8M | New |
| GEV GE Vernova Inc. | 1.14% | 11,000 | $9.6M | No change |
| LLY Eli Lilly & Co. | 0.98% | 9,000 | $8.3M | No change |
| WMS Advanced Drainage Systems Inc. | 0.96% | 59,000 | $8.1M | Add +47.5% |
| NOW ServiceNow Inc. | 0.74% | 60,000 | $6.3M | Reduce -14.3% |
| BN Brookfield Corp. | 0.65% | 135,000 | $5.5M | New |
| UAL United Airlines Holdings Inc. | 0.57% | 52,000 | $4.8M | New |
| BKNG Booking Holdings Inc. | 0.50% | 1,000 | $4.2M | Reduce -50.0% |
| CPNG Coupang Inc. | 0.49% | 220,000 | $4.2M | New |
| GPGI Gpgi Inc. | 0.47% | 230,000 | $3.9M | New |
Portfolio Sells Q4 2025 → Q1 2026
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.96 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.95 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.94 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.91 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.73 |
| BKNG Booking Holdings Inc. | Reduce -50.0% | 0.50% | −0.62 |
| GOOGL Alphabet Inc. Class A | Reduce -9.7% | 9.53% | −0.61 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.53 |
| PLTR Palantir Technologies Inc. Class A | Reduce -13.0% | 1.73% | −0.41 |
| NOW ServiceNow Inc. | Reduce -14.3% | 0.74% | −0.38 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.26 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 5.92% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -28.6% | 1.79% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
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 |