Filed: 8/14/2025ACC: 0001172661-25-003318
📋 What this filing means
ARCHON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $866.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$866.80M
Total AUM (reported)
3.83M
Total Shares
Allocation by class
COM$509.75M58.8%
CL A$94.52M10.9%
CL B NEW$85.88M9.9%
CAP STK CL A$55.73M6.4%
COM CL A$46.60M5.4%
TR UNIT$40.16M4.6%
COM NEW$11.20M1.3%
Portfolio Concentration
Top 3$196.39M22.7%
4–10$289.61M33.4%
11–25$303.57M35.0%
Rest$77.23M8.9%
Top 3 weight
22.7%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 3.83M
Sole
Full voting authority
3.83M
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)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares176.80K
TypeSH
Market value$85.88M
9.91%
Sole
176.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares316.24K
TypeSH
Market value$55.73M
6.43%
Sole
316.24K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares249.66K
TypeSH
Market value$54.77M
6.32%
Sole
249.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares255K
TypeSH
Market value$52.32M
6.04%
Sole
255K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares102K
TypeSH
Market value$50.74M
5.85%
Sole
102K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares65K
TypeSH
Market value$40.16M
4.63%
Sole
65K
Shared
0.00
None
0.00
FISERV INC
SOLEShares223K
TypeSH
Market value$38.45M
4.44%
Sole
223K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.50K
TypeSH
Market value$37.37M
4.31%
Sole
66.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares48K
TypeSH
Market value$35.43M
4.09%
Sole
48K
Shared
0.00
None
0.00
VISA INC
SOLEShares99K
TypeSH
Market value$35.15M
4.06%
Sole
99K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares190K
TypeSH
Market value$28.42M
3.28%
Sole
190K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares21.05K
TypeSH
Market value$28.19M
3.25%
Sole
21.05K
Shared
0.00
None
0.00
NVR INC
SOLEShares3.77K
TypeSH
Market value$27.81M
3.21%
Sole
3.77K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares125K
TypeSH
Market value$27.73M
3.20%
Sole
125K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares17.30K
TypeSH
Market value$26.31M
3.03%
Sole
17.30K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares80K
TypeSH
Market value$23.19M
2.68%
Sole
80K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares150K
TypeSH
Market value$20.45M
2.36%
Sole
150K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares18K
TypeSH
Market value$18.51M
2.13%
Sole
18K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares75K
TypeSH
Market value$17.26M
1.99%
Sole
75K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares179.60K
TypeSH
Market value$16.76M
1.93%
Sole
179.60K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares35K
TypeSH
Market value$16.21M
1.87%
Sole
35K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares101K
TypeSH
Market value$14.75M
1.70%
Sole
101K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares50.80K
TypeSH
Market value$13.53M
1.56%
Sole
50.80K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares86K
TypeSH
Market value$13.01M
1.50%
Sole
86K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares82K
TypeSH
Market value$11.45M
1.32%
Sole
82K
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 | $85.88M 9.91% | 176.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 316.24K | SH | $55.73M 6.43% | 316.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 249.66K | SH | $54.77M 6.32% | 249.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 255K | SH | $52.32M 6.04% | 255K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102K | SH | $50.74M 5.85% | 102K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 65K | SH | $40.16M 4.63% | 65K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 223K | SH | $38.45M 4.44% | 223K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.50K | SH | $37.37M 4.31% | 66.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48K | SH | $35.43M 4.09% | 48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 99K | SH | $35.15M 4.06% | 99K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 190K | SH | $28.42M 3.28% | 190K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 21.05K | SH | $28.19M 3.25% | 21.05K | 0.00 | 0.00 |
NVR INCSOLE | COM | 3.77K | SH | $27.81M 3.21% | 3.77K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 125K | SH | $27.73M 3.20% | 125K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 17.30K | SH | $26.31M 3.03% | 17.30K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 80K | SH | $23.19M 2.68% | 80K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 150K | SH | $20.45M 2.36% | 150K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 18K | SH | $18.51M 2.13% | 18K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 75K | SH | $17.26M 1.99% | 75K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 179.60K | SH | $16.76M 1.93% | 179.60K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 35K | SH | $16.21M 1.87% | 35K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 101K | SH | $14.75M 1.70% | 101K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 50.80K | SH | $13.53M 1.56% | 50.80K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 86K | SH | $13.01M 1.50% | 86K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 82K | SH | $11.45M 1.32% | 82K | 0.00 | 0.00 |
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