The Analysis of Archon Partners LLC's Holdings


Currently, Archon Partners LLC holds 39 types of securities in its portfolio with a total value $941.1M. In the most recent quarter, they have increased their positions in BN (+160.0K shares, valued at $11.0M), EQIX (+12.0K shares, valued at $9.4M), UNH (+20.0K shares, valued at $6.9M); decreased their positions in NOW (-4.0K shares, valued at $3.7M), PLTR (-20.0K shares, valued at $3.6M), FI (-17.0K shares, valued at $2.2M); initiated new positions in BN (+160.0K shares, valued at $11.0M), EQIX (+12.0K shares, valued at $9.4M), UNH (+20.0K shares, valued at $6.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL176.8K shares0.00%2025-09-302025-11-14history
GOOGL ALPHABET INC316.2K shares0.00%2025-09-302025-11-14history
AAPL APPLE INC252.0K shares-1.18%2025-09-302025-11-14history
AMZN AMAZON COM INC249.7K shares0.00%2025-09-302025-11-14history
MSFT MICROSOFT CORP102.0K shares0.00%2025-09-302025-11-14history
SPY SPDR S&P 500 ETF TR70.0K shares7.69%2025-09-302025-11-14history
MA MASTERCARD INCORPORATED66.5K shares0.00%2025-09-302025-11-14history
META META PLATFORMS INC48.0K shares0.00%2025-09-302025-11-14history
Sponsored
V VISA INC99.0K shares0.00%2025-09-302025-11-14history
BX BLACKSTONE INC190.0K shares0.00%2025-09-302025-11-14history
NVR NVR INC3.8K shares0.00%2025-09-302025-11-14history
LOW LOWES COS INC120.0K shares-4.00%2025-09-302025-11-14history
FI FISERV INC206.0K shares-7.62%2025-09-302025-11-14history
NFLX NETFLIX INC21.1K shares0.00%2025-09-302025-11-14history
JPM JPMORGAN CHASE & CO.80.0K shares0.00%2025-09-302025-11-14history
PLTR PALANTIR TECHNOLOGIES INC130.0K shares-13.33%2025-09-302025-11-14history
Sponsored
TDG TRANSDIGM GROUP INC17.3K shares0.00%2025-09-302025-11-14history
UNP UNION PAC CORP75.0K shares0.00%2025-09-302025-11-14history
UBER UBER TECHNOLOGIES INC179.6K shares0.00%2025-09-302025-11-14history
LMT LOCKHEED MARTIN CORP35.0K shares0.00%2025-09-302025-11-14history
RTX RTX CORPORATION101.0K shares0.00%2025-09-302025-11-14history
LYV LIVE NATION ENTERTAINMENT IN86.0K shares0.00%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION72.0K shares0.00%2025-09-302025-11-14history
HLT HILTON WORLDWIDE HLDGS INC50.8K shares0.00%2025-09-302025-11-14history
Sponsored
NOW SERVICENOW INC14.0K shares-22.22%2025-09-302025-11-14history
NET CLOUDFLARE INC55.0K shares0.00%2025-09-302025-11-14history
H HYATT HOTELS CORP82.0K shares0.00%2025-09-302025-11-14history
BA BOEING CO51.0K shares8.51%2025-09-302025-11-14history
PANW PALO ALTO NETWORKS INC54.0K shares79.82%2025-09-302025-11-14history
BN BROOKFIELD CORP160.0K sharesnew addition2025-09-302025-11-14history
QXO QXO INC520.0K shares0.00%2025-09-302025-11-14history
EQIX EQUINIX INC12.0K sharesnew addition2025-09-302025-11-14history
Sponsored
UNH UNITEDHEALTH GROUP INC20.0K sharesnew addition2025-09-302025-11-14history
LLY ELI LILLY & CO9.0K sharesnew addition2025-09-302025-11-14history
ELV ELEVANCE HEALTH INC FORMERLY20.0K shares0.00%2025-09-302025-11-14history
NCLH NORWEGIAN CRUISE LINE HLDG L245.0K sharesnew addition2025-09-302025-11-14history
CSGP COSTAR GROUP INC54.0K sharesnew addition2025-09-302025-11-14history
FNF FIDELITY NATIONAL FINANCIAL45.0K shares0.00%2025-09-302025-11-14history
STZ CONSTELLATION BRANDS INC7.8K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available