Archon Partners LLC
- SEC CIK
- 0001454424
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 6, 2026.SEC
- Positions
- 37
- −2 vs. Q1 2026
- Total value
- $936.83M
- +$91.8M (+10.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLALPHABET INC CAP STK CL A | Stock | 280,000 | $100.06M | 10.68% | 00.0% | Unchanged | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 176,800 | $88.47M | 9.44% | 00.0% | Unchanged | View |
| AAPLAPPLE INC COM | Stock | 252,000 | $72.92M | 7.78% | 00.0% | Unchanged | View |
| AMZNAMAZON COM INC COM | Stock | 240,000 | $57.2M | 6.11% | 00.0% | Unchanged | View |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 70,000 | $52.27M | 5.58% | 00.0% | Unchanged | View |
| MSFTMICROSOFT CORP COM | Stock | 102,000 | $38.05M | 4.06% | 00.0% | Unchanged | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 66,500 | $34.15M | 3.65% | 00.0% | Unchanged | View |
| VVISA INC COM CL A | Stock | 99,000 | $33.97M | 3.63% | 00.0% | Unchanged | View |
| METAMETA PLATFORMS INC CL A | Stock | 50,000 | $28.16M | 3.01% | +2,000+4.2% | Added | View |
| LOWLOWES COS INC COM | Stock | 120,000 | $26.46M | 2.82% | 00.0% | Unchanged | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 80,000 | $26.19M | 2.80% | 00.0% | Unchanged | View |
| NVRNVR INC | COM | 3,766 | $25.66M | 2.74% | 00.0% | Unchanged | View |
| TDGTRANSDIGM GROUP INC | COM | 17,300 | $23.04M | 2.46% | 00.0% | Unchanged | View |
| BXBLACKSTONE INC | COM | 190,000 | $22.36M | 2.39% | 00.0% | Unchanged | View |
| UNPUNION PAC CORP COM | Stock | 75,000 | $20.4M | 2.18% | 00.0% | Unchanged | View |
| RTXRTX CORPORATION COM | Stock | 101,000 | $19.16M | 2.05% | 00.0% | Unchanged | View |
| GEGE AEROSPACE COM NEW | Stock | 47,000 | $17.57M | 1.87% | +47,000 | New | View |
| HLTHILTON WORLDWIDE HLDGS INC | COM | 50,800 | $16.79M | 1.79% | 00.0% | Unchanged | View |
| HHYATT HOTELS CORP | COM CL A | 82,000 | $15.89M | 1.70% | 00.0% | Unchanged | View |
| LYVLIVE NATION ENTERTAINMENT IN | COM | 86,000 | $15.75M | 1.68% | 00.0% | Unchanged | View |
| NFLXNETFLIX INC. COM | Stock | 205,500 | $14.67M | 1.57% | −5,000−2.4% | Reduced | View |
| DEDEERE & CO COM | Stock | 23,000 | $14.59M | 1.56% | +23,000 | New | View |
| NVDANVIDIA CORPORATION COM | Stock | 72,000 | $14.41M | 1.54% | 00.0% | Unchanged | View |
| LLYELI LILLY & CO COM | Stock | 12,000 | $14.39M | 1.54% | +3,000+33.3% | Added | View |
| UBERUBER TECHNOLOGIES INC COM | Stock | 179,600 | $12.96M | 1.38% | 00.0% | Unchanged | View |
| GEVGE VERNOVA INC COM | Stock | 11,000 | $12.92M | 1.38% | 00.0% | Unchanged | View |
| LMTLOCKHEED MARTIN CORP COM | Stock | 25,000 | $12.74M | 1.36% | 00.0% | Unchanged | View |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209 | ETF | 80,000 | $12.69M | 1.35% | +80,000 | New | – |
| EQIXEQUINIX INC | COM | 12,000 | $12.51M | 1.34% | 00.0% | Unchanged | View |
| NINISOURCE INC | COM | 255,000 | $12.13M | 1.29% | +45,000+21.4% | Added | View |
| HCAHCA HEALTHCARE INC | COM | 31,000 | $12.09M | 1.29% | +31,000 | New | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 100,000 | $11.67M | 1.25% | 00.0% | Unchanged | View |
| UALUNITED AIRLS HLDGS INC | COM | 80,000 | $10.88M | 1.16% | +28,000+53.8% | Added | View |
| NETCLOUDFLARE INC | CL A COM | 40,000 | $9.81M | 1.05% | −10,000−20.0% | Reduced | View |
| COFCAPITAL ONE FINL CORP COM | Stock | 47,000 | $9.43M | 1.01% | +47,000 | New | View |
| QXOQXO INC | COM NEW | 490,000 | $8.47M | 0.90% | −30,000−5.8% | Reduced | View |
| NOWSERVICENOW INC COM | Stock | 60,000 | $5.96M | 0.64% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (7)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| BABOEING CO COM | Stock | 60,000 | $11.94M | 1.41% |
| BDXBECTON DICKINSON & CO COM | Stock | 71,000 | $11.16M | 1.32% |
| WMSADVANCED DRAIN SYS INC DEL | COM | 59,000 | $8.09M | 0.96% |
| BNBROOKFIELD CORP | CL A LTD VT SH | 135,000 | $5.46M | 0.65% |
| BKNGBOOKING HOLDINGS INC COM | Stock | 1,000 | $4.21M | 0.50% |
| CPNGCOUPANG INC | CL A | 220,000 | $4.15M | 0.49% |
| GPGIGPGI INC | COM CL A | 230,000 | $3.93M | 0.47% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 6, 2026 | 37 | $936.83M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 39 | $845.03M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 42 | $956.79M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 39 | $941.08M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 35 | $866.8M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 38 | $825.76M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 39 | $859.52M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 39 | $864.58M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 37 | $778.92M | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 40 | $817.2M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 41 | $725.67M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 40 | $639.33M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 42 | $668.24M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 42 | $599.36M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 40 | $554.66M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 40 | $526.47M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 38 | $569.57M | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 52 | $754.95M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 55 | $818.71M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 53 | $765.01M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 57 | $799.48M | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 53 | $715.63M | – | SEC |