Archon Partners LLC
CIK 1454424
13F filing for Q2 2026・No. 2,683
- Holdings
- US$936.83M
- Quarter change
- +US$91.8M
- Entries
- 37
- Net bought (estimate)
- +US$24.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 7
- Cut 3
- Added 4
- Corporate actions 0
- Unchanged 25
Largest holdings
37 stocks worth US$936.83M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | Unchanged | 280,000 | US$100.06M | 10.68% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Unchanged | 176,800 | US$88.47M | 9.44% |
| AAPLAppleCOM | Unchanged | 252,000 | US$72.92M | 7.78% |
| AMZNAmazonCOM | Unchanged | 240,000 | US$57.2M | 6.11% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Unchanged | 70,000 | US$52.27M | 5.58% |
| MSFTMicrosoftCOM | Unchanged | 102,000 | US$38.05M | 4.06% |
| MAMASTERCARD INCORPORATEDCL A | Unchanged | 66,500 | US$34.15M | 3.65% |
| VVISA INCCOM CL A | Unchanged | 99,000 | US$33.97M | 3.63% |
| METAMetaCL A | Added | 50,000 | US$28.16M | 3.01% |
| LOWLOWES COS INCCOM | Unchanged | 120,000 | US$26.46M | 2.82% |
Sign in (free) to see its 37 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.