Filed: 5/15/2026ACC: 0001172661-26-002046
📋 What this filing means
ARCHON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $845.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$845.03M
Total AUM (reported)
4.43M
Total Shares
Allocation by class
COM$483.27M57.2%
CL B NEW$84.72M10.0%
CAP STK CL A$80.52M9.5%
CL A$79.47M9.4%
COM CL A$45.65M5.4%
TR UNIT$45.52M5.4%
CL A COM$10.32M1.2%
Portfolio Concentration
Top 3$229.19M27.1%
4–10$252.23M29.8%
11–25$255.68M30.3%
Rest$107.93M12.8%
Top 3 weight
27.1%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 4.43M
Sole
Full voting authority
4.43M
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$84.72M
10.03%
Sole
176.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares280K
TypeSH
Market value$80.52M
9.53%
Sole
280K
Shared
0.00
None
0.00
APPLE INC
SOLEShares252K
TypeSH
Market value$63.96M
7.57%
Sole
252K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares240K
TypeSH
Market value$49.98M
5.92%
Sole
240K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares70K
TypeSH
Market value$45.52M
5.39%
Sole
70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares102K
TypeSH
Market value$37.76M
4.47%
Sole
102K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.50K
TypeSH
Market value$33.23M
3.93%
Sole
66.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares99K
TypeSH
Market value$29.92M
3.54%
Sole
99K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares120K
TypeSH
Market value$28.35M
3.36%
Sole
120K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares48K
TypeSH
Market value$27.46M
3.25%
Sole
48K
Shared
0.00
None
0.00
NVR INC
SOLEShares3.77K
TypeSH
Market value$24.82M
2.94%
Sole
3.77K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares80K
TypeSH
Market value$23.53M
2.78%
Sole
80K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares190K
TypeSH
Market value$21.85M
2.59%
Sole
190K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares210.50K
TypeSH
Market value$20.24M
2.40%
Sole
210.50K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares17.30K
TypeSH
Market value$20.05M
2.37%
Sole
17.30K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares101K
TypeSH
Market value$19.48M
2.31%
Sole
101K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares75K
TypeSH
Market value$18.20M
2.15%
Sole
75K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares50.80K
TypeSH
Market value$15.45M
1.83%
Sole
50.80K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares25K
TypeSH
Market value$15.11M
1.79%
Sole
25K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares100K
TypeSH
Market value$14.63M
1.73%
Sole
100K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares86K
TypeSH
Market value$13.12M
1.55%
Sole
86K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares179.60K
TypeSH
Market value$12.92M
1.53%
Sole
179.60K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares72K
TypeSH
Market value$12.56M
1.49%
Sole
72K
Shared
0.00
None
0.00
BOEING CO
SOLEShares60K
TypeSH
Market value$11.94M
1.41%
Sole
60K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares82K
TypeSH
Market value$11.79M
1.40%
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 | $84.72M 10.03% | 176.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 280K | SH | $80.52M 9.53% | 280K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 252K | SH | $63.96M 7.57% | 252K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 240K | SH | $49.98M 5.92% | 240K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 70K | SH | $45.52M 5.39% | 70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 102K | SH | $37.76M 4.47% | 102K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.50K | SH | $33.23M 3.93% | 66.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 99K | SH | $29.92M 3.54% | 99K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 120K | SH | $28.35M 3.36% | 120K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 48K | SH | $27.46M 3.25% | 48K | 0.00 | 0.00 |
NVR INCSOLE | COM | 3.77K | SH | $24.82M 2.94% | 3.77K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 80K | SH | $23.53M 2.78% | 80K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 190K | SH | $21.85M 2.59% | 190K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 210.50K | SH | $20.24M 2.40% | 210.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 17.30K | SH | $20.05M 2.37% | 17.30K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 101K | SH | $19.48M 2.31% | 101K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 75K | SH | $18.20M 2.15% | 75K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 50.80K | SH | $15.45M 1.83% | 50.80K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 25K | SH | $15.11M 1.79% | 25K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 100K | SH | $14.63M 1.73% | 100K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 86K | SH | $13.12M 1.55% | 86K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 179.60K | SH | $12.92M 1.53% | 179.60K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 72K | SH | $12.56M 1.49% | 72K | 0.00 | 0.00 |
BOEING COSOLE | COM | 60K | SH | $11.94M 1.41% | 60K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 82K | SH | $11.79M 1.40% | 82K | 0.00 | 0.00 |
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