Filed: 2/17/2026ACC: 0001172661-26-000857
📋 What this filing means
ARCHON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $956.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$956.79M
Total AUM (reported)
4.03M
Total Shares
Allocation by class
COM$552.82M57.8%
CAP STK CL A$97.03M10.1%
CL A$91.17M9.5%
CL B NEW$88.87M9.3%
COM CL A$56.82M5.9%
TR UNIT$47.73M5.0%
COM NEW$10.03M1.0%
Portfolio Concentration
Top 3$254.41M26.6%
4–10$288.34M30.1%
11–25$279.29M29.2%
Rest$134.75M14.1%
Top 3 weight
26.6%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 4.03M
Sole
Full voting authority
4.03M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
ALPHABET INC
SOLEShares310K
TypeSH
Market value$97.03M
10.14%
Sole
310K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares176.80K
TypeSH
Market value$88.87M
9.29%
Sole
176.80K
Shared
0.00
None
0.00
APPLE INC
SOLEShares252K
TypeSH
Market value$68.51M
7.16%
Sole
252K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares249.66K
TypeSH
Market value$57.63M
6.02%
Sole
249.66K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares102K
TypeSH
Market value$49.33M
5.16%
Sole
102K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares70K
TypeSH
Market value$47.73M
4.99%
Sole
70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.50K
TypeSH
Market value$37.96M
3.97%
Sole
66.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares99K
TypeSH
Market value$34.72M
3.63%
Sole
99K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares48K
TypeSH
Market value$31.68M
3.31%
Sole
48K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares190K
TypeSH
Market value$29.29M
3.06%
Sole
190K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares120K
TypeSH
Market value$28.94M
3.02%
Sole
120K
Shared
0.00
None
0.00
NVR INC
SOLEShares3.77K
TypeSH
Market value$27.46M
2.87%
Sole
3.77K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares80K
TypeSH
Market value$25.78M
2.69%
Sole
80K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares17.30K
TypeSH
Market value$23.01M
2.40%
Sole
17.30K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares115K
TypeSH
Market value$20.44M
2.14%
Sole
115K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares210.50K
TypeSH
Market value$19.74M
2.06%
Sole
210.50K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares101K
TypeSH
Market value$18.52M
1.94%
Sole
101K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares75K
TypeSH
Market value$17.35M
1.81%
Sole
75K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares35K
TypeSH
Market value$16.93M
1.77%
Sole
35K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares179.60K
TypeSH
Market value$14.68M
1.53%
Sole
179.60K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares50.80K
TypeSH
Market value$14.59M
1.53%
Sole
50.80K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares72K
TypeSH
Market value$13.43M
1.40%
Sole
72K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares82K
TypeSH
Market value$13.15M
1.37%
Sole
82K
Shared
0.00
None
0.00
BOEING CO
SOLEShares60K
TypeSH
Market value$13.03M
1.36%
Sole
60K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares86K
TypeSH
Market value$12.26M
1.28%
Sole
86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 310K | SH | $97.03M 10.14% | 310K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 176.80K | SH | $88.87M 9.29% | 176.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 252K | SH | $68.51M 7.16% | 252K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 249.66K | SH | $57.63M 6.02% | 249.66K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102K | SH | $49.33M 5.16% | 102K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 70K | SH | $47.73M 4.99% | 70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.50K | SH | $37.96M 3.97% | 66.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 99K | SH | $34.72M 3.63% | 99K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48K | SH | $31.68M 3.31% | 48K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 190K | SH | $29.29M 3.06% | 190K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 120K | SH | $28.94M 3.02% | 120K | 0.00 | 0.00 |
NVR INCSOLE | COM | 3.77K | SH | $27.46M 2.87% | 3.77K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 80K | SH | $25.78M 2.69% | 80K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 17.30K | SH | $23.01M 2.40% | 17.30K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 115K | SH | $20.44M 2.14% | 115K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 210.50K | SH | $19.74M 2.06% | 210.50K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 101K | SH | $18.52M 1.94% | 101K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 75K | SH | $17.35M 1.81% | 75K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 35K | SH | $16.93M 1.77% | 35K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 179.60K | SH | $14.68M 1.53% | 179.60K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 50.80K | SH | $14.59M 1.53% | 50.80K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 72K | SH | $13.43M 1.40% | 72K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 82K | SH | $13.15M 1.37% | 82K | 0.00 | 0.00 |
BOEING COSOLE | COM | 60K | SH | $13.03M 1.36% | 60K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 86K | SH | $12.26M 1.28% | 86K | 0.00 | 0.00 |
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