Archon Partners LLC
Top Portfolio Positions
39 positions ·
$845,033,154 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
176,800 | $84,722,560 | 10.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
280,000 | $80,516,800 | 9.53% | |
| AAPL |
Apple Inc.
Technology
|
252,000 | $63,955,080 | 7.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
240,000 | $49,984,800 | 5.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
70,000 | $45,523,800 | 5.39% | |
| MSFT |
Microsoft Corp
Technology
|
102,000 | $37,757,340 | 4.47% | |
| MA |
Mastercard Inc
Financial Services
|
66,500 | $33,227,390 | 3.93% | |
| V |
Visa Inc.
Financial Services
|
99,000 | $29,921,760 | 3.54% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
120,000 | $28,353,600 | 3.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
48,000 | $27,462,240 | 3.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in H
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,790,780 | 82,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,146,240 | 82,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,638,260 | 82,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,451,300 | 82,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,045,000 | 82,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,872,360 | 82,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,480,400 | 82,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,457,440 | 82,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,088,840 | 82,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,693,620 | 82,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,630,000 | 62,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,874,800 | 60,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,707,400 | 60,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,427,000 | 60,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,290,880 | 53,000 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||