Filed: 5/15/2025ACC: 0001172661-25-002009
📋 What this filing means
ARCHON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $825.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$825.76M
Total AUM (reported)
3.89M
Total Shares
Allocation by class
COM$497.59M60.3%
CL B NEW$94.16M11.4%
CL A$79.06M9.6%
CAP STK CL A$48.90M5.9%
COM CL A$44.74M5.4%
TR UNIT$27.47M3.3%
SPONSORED ADS$12.03M1.5%
Portfolio Concentration
Top 3$200.05M24.2%
4–10$262.66M31.8%
11–25$281.98M34.1%
Rest$81.07M9.8%
Top 3 weight
24.2%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 3.89M
Sole
Full voting authority
3.89M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares176.80K
TypeSH
Market value$94.16M
11.40%
Sole
176.80K
Shared
0.00
None
0.00
APPLE INC
SOLEShares255K
TypeSH
Market value$56.64M
6.86%
Sole
255K
Shared
0.00
None
0.00
FISERV INC
SOLEShares223K
TypeSH
Market value$49.25M
5.96%
Sole
223K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares316.24K
TypeSH
Market value$48.90M
5.92%
Sole
316.24K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares249.66K
TypeSH
Market value$47.50M
5.75%
Sole
249.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares102K
TypeSH
Market value$38.29M
4.64%
Sole
102K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.50K
TypeSH
Market value$36.45M
4.41%
Sole
66.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares99K
TypeSH
Market value$34.70M
4.20%
Sole
99K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares125K
TypeSH
Market value$29.15M
3.53%
Sole
125K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares48K
TypeSH
Market value$27.67M
3.35%
Sole
48K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares49.10K
TypeSH
Market value$27.47M
3.33%
Sole
49.10K
Shared
0.00
None
0.00
NVR INC
SOLEShares3.77K
TypeSH
Market value$27.28M
3.30%
Sole
3.77K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares190K
TypeSH
Market value$26.56M
3.22%
Sole
190K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares17.30K
TypeSH
Market value$23.93M
2.90%
Sole
17.30K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares50K
TypeSH
Market value$21.75M
2.63%
Sole
50K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares85K
TypeSH
Market value$20.08M
2.43%
Sole
85K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares21.05K
TypeSH
Market value$19.63M
2.38%
Sole
21.05K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares80K
TypeSH
Market value$19.62M
2.38%
Sole
80K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares35K
TypeSH
Market value$15.63M
1.89%
Sole
35K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares18K
TypeSH
Market value$14.33M
1.74%
Sole
18K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares16.80K
TypeSH
Market value$13.70M
1.66%
Sole
16.80K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares160K
TypeSH
Market value$13.50M
1.64%
Sole
160K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares101K
TypeSH
Market value$13.38M
1.62%
Sole
101K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares179.60K
TypeSH
Market value$13.09M
1.58%
Sole
179.60K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares91K
TypeSH
Market value$12.03M
1.46%
Sole
91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 176.80K | SH | $94.16M 11.40% | 176.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 255K | SH | $56.64M 6.86% | 255K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 223K | SH | $49.25M 5.96% | 223K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 316.24K | SH | $48.90M 5.92% | 316.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 249.66K | SH | $47.50M 5.75% | 249.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102K | SH | $38.29M 4.64% | 102K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.50K | SH | $36.45M 4.41% | 66.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 99K | SH | $34.70M 4.20% | 99K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 125K | SH | $29.15M 3.53% | 125K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48K | SH | $27.67M 3.35% | 48K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 49.10K | SH | $27.47M 3.33% | 49.10K | 0.00 | 0.00 |
NVR INCSOLE | COM | 3.77K | SH | $27.28M 3.30% | 3.77K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 190K | SH | $26.56M 3.22% | 190K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 17.30K | SH | $23.93M 2.90% | 17.30K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 50K | SH | $21.75M 2.63% | 50K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 85K | SH | $20.08M 2.43% | 85K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 21.05K | SH | $19.63M 2.38% | 21.05K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 80K | SH | $19.62M 2.38% | 80K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 35K | SH | $15.63M 1.89% | 35K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 18K | SH | $14.33M 1.74% | 18K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 16.80K | SH | $13.70M 1.66% | 16.80K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 160K | SH | $13.50M 1.64% | 160K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 101K | SH | $13.38M 1.62% | 101K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 179.60K | SH | $13.09M 1.58% | 179.60K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 91K | SH | $12.03M 1.46% | 91K | 0.00 | 0.00 |
Page 1 of 2