Archon Partners LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 37 positions held by the firm.
The largest position in the portfolio is Alphabet Inc., Class A Capital Stock, with 280,000 shares. The firm also holds significant stakes in Amazon.com Inc., with 240,000 shares, and Apple Inc., with 252,000 shares. Other major holdings include Berkshire Hathaway Inc., Class B, with 176,800 shares, and Blackstone Inc., with 190,000 shares.
Within the financial services sector, Archon Partners holds Capital One Financial Corp with 55,000 shares, JPMorgan Chase & Co. with 80,000 shares, Mastercard Incorporated Class A with 66,500 shares, and Visa Inc. Class A with 99,000 shares.
The filing also details positions in various other sectors. In the technology sector, the firm holds Microsoft Corp with 102,000 shares, NVIDIA Corporation with 79,000 shares, and Palantir Technologies Inc. Class A with 100,000 shares. In the consumer discretionary sector, the firm holds Lowe's Cos Inc with 120,000 shares and Netflix Inc. with 185,000 shares. Additionally, the firm holds 42,000 shares of Space Exploration Technologies Corp (SpaceX) Class A, 42,000 shares of TransDigm Group Inc, and 42,000 shares of United Airlines Holdings Inc.
