Q3 2026 13F · SEC CIK 1454424

Archon Partners LLC

Hedge fundFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $967.6M
Reported positions: 37
Top holdings a year, 3 yrs: +12.6%
Assets under management: $1.2B

Archon Partners LLC is a hedge fund that reported 37 positions worth $967.6M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Alphabet Inc (GOOGL, 10.0%), Berkshire Hathaway Inc Del (BRK-B, 9.1%), Apple Inc (AAPL, 8.7%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.

Archon Partners LLC holdings all 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Archon Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	10.0%	10.7%	280,000	+0.0%	$96.3M
BRK-BBerkshire Hathaway Inc Del	9.1%	9.4%	176,800	+0.0%	$88.0M
AAPLApple Inc	8.7%	7.8%	252,000	+0.0%	$83.9M
AMZNAmazon Com Inc	6.2%	6.1%	240,000	+0.0%	$59.8M
SPYState Str Spdr S&p 500 ETF T	5.5%	5.6%	70,000	+0.0%	$53.4M
MSFTMicrosoft Corp	5.4%	4.1%	102,000	+0.0%	$52.3M
MAMastercard Incorporated	3.8%	3.6%	66,500	+0.0%	$36.7M
METAMeta Platforms Inc	3.7%	3.0%	50,000	+0.0%	$36.3M
VVisa Inc	3.7%	3.6%	99,000	+0.0%	$35.6M
JPMJpmorgan Chase & Co	2.7%	2.8%	80,000	+0.0%	$26.5M
NVRNvr Inc	2.4%	2.7%	3,766	+0.0%	$23.2M
LOWLowes Cos Inc	2.3%	2.8%	120,000	+0.0%	$22.1M
BXBlackstone Inc	2.2%	2.4%	190,000	+0.0%	$21.3M
UNPUnion Pac Corp	2.1%	2.2%	75,000	+0.0%	$20.4M
RTXRtx Corporation	1.9%	2.0%	101,000	+0.0%	$18.8M
TDGTransdigm Group Inc	1.9%	2.5%	17,300	+0.0%	$18.7M
PLTRPalantir Technologies Inc	1.9%	1.2%	100,000	+0.0%	$18.7M
NVDANvidia Corporation	1.9%	1.5%	79,000	+9.7%	$18.0M
GEGe Aerospace	1.7%	1.9%	52,000	+10.6%	$16.2M
HLTHilton Worldwide Hldgs Inc	1.7%	1.8%	50,800	+0.0%	$16.2M
DEDeere & Co	1.7%	1.6%	24,000	+4.3%	$16.1M
HCAHca Healthcare Inc	1.5%	1.3%	35,000	+12.9%	$14.9M
XLVSelect Sector Spdr Tr	1.5%	1.4%	88,000	+10.0%	$14.8M
LYVLive Nation Entertainment in	1.5%	1.7%	86,000	+0.0%	$14.6M
NETCloudflare Inc	1.4%	1.0%	40,000	+0.0%	$13.9M
LLYEli Lilly & Co	1.4%	1.5%	12,000	+0.0%	$13.9M
HHyatt Hotels Corp	1.3%	1.7%	82,000	+0.0%	$13.0M
NFLXNetflix Inc.	1.3%	1.6%	185,000	-10.0%	$12.9M
LMTLockheed Martin Corp	1.3%	1.4%	25,000	+0.0%	$12.7M
EQIXEquinix Inc	1.2%	1.3%	11,500	-4.2%	$11.6M
UBERUber Technologies Inc	1.2%	1.4%	167,000	-7.0%	$11.4M
COFCapital One Finl Corp	1.1%	1.0%	55,000	+17.0%	$10.6M
GEVGe Vernova Inc	1.1%	1.4%	11,000	+0.0%	$10.5M
UALUnited Airls Hldgs Inc	1.0%	1.2%	90,000	+12.5%	$10.0M
MUMicron Technology Inc	1.0%	New	9,300	—	$9.9M
NOWServicenow Inc	0.8%	0.6%	60,000	+0.0%	$8.0M
SPCXSpace Exploration Techn Corp	0.7%	New	42,000	—	$6.3M

What Archon Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

MU Micron Technology Inc1.0% of 13F
SPCX Space Exploration Techn Corp0.7% of 13F

Added to

Reduced

NFLX Netflix Inc.-10.0% shares
UBER Uber Technologies Inc-7.0% shares

Sold out

NI NiSource Incwas 1.3%
QXO Qxo Incwas 0.9%

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +4.2% /yr; S&P 500 +20.1%
3 years: +12.6% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$967.6M	37
Q2 2026	$936.8M	37
Q1 2026	$845.0M	39
Q4 2025	$956.8M	42
Q3 2025	$941.1M	39
Q2 2025	$866.8M	35
Q1 2025	$825.8M	38
Q4 2024	$859.5M	39
Q3 2024	$864.6M	39
Q2 2024	$778.9M	37
Q1 2024	$817.2M	40
Q4 2023	$725.7M	41

Questions about Archon Partners LLC's portfolio

What stocks does Archon Partners LLC own?

Archon Partners LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 37 positions worth $967.6M. The largest are Alphabet Inc (GOOGL) at 10.0%, Berkshire Hathaway Inc Del (BRK-B) at 9.1%, Apple Inc (AAPL) at 8.7%, Amazon Com Inc (AMZN) at 6.2% and State Str Spdr S&p 500 ETF T (SPY) at 5.5%.

What did Archon Partners LLC buy last quarter?

In Q3 2026, Archon Partners LLC added a new position in Micron Technology Inc (MU), a new position in Space Exploration Techn Corp (SPCX), Capital One Finl Corp (COF) (+17.0% shares), Hca Healthcare Inc (HCA) (+12.9% shares) and United Airls Hldgs Inc (UAL) (+12.5% shares), compared with its Q2 2026 filing.

What did Archon Partners LLC sell last quarter?

In Q3 2026, Archon Partners LLC sold all of NiSource Inc (NI), sold all of Qxo Inc (QXO), Netflix Inc. (NFLX) (-10.0% shares) and Uber Technologies Inc (UBER) (-7.0% shares), compared with its Q2 2026 filing.

How has Archon Partners LLC's portfolio performed?

A portfolio copying Archon Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.2% against +20.1%. Over 5 years: +5.5% a year against +11.6%.

When is Archon Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Archon Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Archon Partners LLC manage?

Archon Partners LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $967.6M.