Filed: 11/14/2025ACC: 0001172661-25-004840
📋 What this filing means
ARCHON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $941.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$941.08M
Total AUM (reported)
4.10M
Total Shares
Allocation by class
COM$543.96M57.8%
CL A$97.84M10.4%
CL B NEW$88.88M9.4%
CAP STK CL A$76.88M8.2%
TR UNIT$46.63M5.0%
COM CL A$45.43M4.8%
CL A COM$11.80M1.3%
Portfolio Concentration
Top 3$229.93M24.4%
4–10$293.62M31.2%
11–25$307.21M32.6%
Rest$110.33M11.7%
Top 3 weight
24.4%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 4.10M
Sole
Full voting authority
4.10M
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)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares176.80K
TypeSH
Market value$88.88M
9.44%
Sole
176.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares316.24K
TypeSH
Market value$76.88M
8.17%
Sole
316.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares252K
TypeSH
Market value$64.17M
6.82%
Sole
252K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares249.66K
TypeSH
Market value$54.82M
5.82%
Sole
249.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares102K
TypeSH
Market value$52.83M
5.61%
Sole
102K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares70K
TypeSH
Market value$46.63M
4.96%
Sole
70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.50K
TypeSH
Market value$37.83M
4.02%
Sole
66.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares48K
TypeSH
Market value$35.25M
3.75%
Sole
48K
Shared
0.00
None
0.00
VISA INC
SOLEShares99K
TypeSH
Market value$33.80M
3.59%
Sole
99K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares190K
TypeSH
Market value$32.46M
3.45%
Sole
190K
Shared
0.00
None
0.00
NVR INC
SOLEShares3.77K
TypeSH
Market value$30.26M
3.22%
Sole
3.77K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares120K
TypeSH
Market value$30.16M
3.20%
Sole
120K
Shared
0.00
None
0.00
FISERV INC
SOLEShares206K
TypeSH
Market value$26.56M
2.82%
Sole
206K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares21.05K
TypeSH
Market value$25.24M
2.68%
Sole
21.05K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares80K
TypeSH
Market value$25.23M
2.68%
Sole
80K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares130K
TypeSH
Market value$23.71M
2.52%
Sole
130K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares17.30K
TypeSH
Market value$22.80M
2.42%
Sole
17.30K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares75K
TypeSH
Market value$17.73M
1.88%
Sole
75K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares179.60K
TypeSH
Market value$17.60M
1.87%
Sole
179.60K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares35K
TypeSH
Market value$17.47M
1.86%
Sole
35K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares101K
TypeSH
Market value$16.90M
1.80%
Sole
101K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares86K
TypeSH
Market value$14.05M
1.49%
Sole
86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares72K
TypeSH
Market value$13.43M
1.43%
Sole
72K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares50.80K
TypeSH
Market value$13.18M
1.40%
Sole
50.80K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares14K
TypeSH
Market value$12.88M
1.37%
Sole
14K
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 | $88.88M 9.44% | 176.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 316.24K | SH | $76.88M 8.17% | 316.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 252K | SH | $64.17M 6.82% | 252K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 249.66K | SH | $54.82M 5.82% | 249.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102K | SH | $52.83M 5.61% | 102K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 70K | SH | $46.63M 4.96% | 70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.50K | SH | $37.83M 4.02% | 66.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48K | SH | $35.25M 3.75% | 48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 99K | SH | $33.80M 3.59% | 99K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 190K | SH | $32.46M 3.45% | 190K | 0.00 | 0.00 |
NVR INCSOLE | COM | 3.77K | SH | $30.26M 3.22% | 3.77K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 120K | SH | $30.16M 3.20% | 120K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 206K | SH | $26.56M 2.82% | 206K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 21.05K | SH | $25.24M 2.68% | 21.05K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 80K | SH | $25.23M 2.68% | 80K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 130K | SH | $23.71M 2.52% | 130K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 17.30K | SH | $22.80M 2.42% | 17.30K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 75K | SH | $17.73M 1.88% | 75K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 179.60K | SH | $17.60M 1.87% | 179.60K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 35K | SH | $17.47M 1.86% | 35K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 101K | SH | $16.90M 1.80% | 101K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 86K | SH | $14.05M 1.49% | 86K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 72K | SH | $13.43M 1.43% | 72K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 50.80K | SH | $13.18M 1.40% | 50.80K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 14K | SH | $12.88M 1.37% | 14K | 0.00 | 0.00 |
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