§ 13F · FUND PROFILE
Archon Partners LLC.
AUM · $941M (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 280K | $100M | 10.7% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 177K | $88M | 9.4% | ±0% |
| 3 | AAPL | APPLE INC | 252K | $73M | 7.8% | ±0% |
| 4 | AMZN | AMAZON COM INC | 240K | $57M | 6.1% | ±0% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 70K | $52M | 5.6% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 102K | $38M | 4.1% | ±0% |
| 7 | MA | MASTERCARD INCORPORATED | 67K | $34M | 3.6% | ±0% |
| 8 | V | VISA INC | 99K | $34M | 3.6% | ±0% |
| 9 | META | META PLATFORMS INC | 50K | $28M | 3.0% | +4% |
| 10 | LOW | LOWES COS INC | 120K | $26M | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARCHON SIGNAL
AC read
Archon Partners LLC is a Other fund managing $941 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →