StockDriftsStockDriftsTop 36 Archon Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.96% | 280.0K | $96.3M | +0.00%(+0) | $55.57(+476.90%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 9.1% | 176.8K | $88.0M | +0.00%(+0) | $147.39(+268.40%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.67% | 252.0K | $83.9M | +0.00%(+0) | $35.62(+874.41%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 6.18% | 240.0K | $59.8M | +0.00%(+0) | $36.82(+587.40%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.52% | 70.0K | $53.4M | +0.00%(+0) | $432.46(+77.97%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.41% | 102.0K | $52.3M | +0.00%(+0) | $91.80(+478.80%) | 2026-09-30 | |
| MA | MASTERCARD INCORPORATED | 3.79% | 66.5K | $36.7M | +0.00%(+0) | $27.28(+2135.49%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.75% | 50.0K | $36.3M | +0.00%(+0) | $70.41(+780.82%) | 2026-09-30 | |
| V | VISA INC | 3.68% | 99.0K | $35.6M | +0.00%(+0) | $28.56(+1307.09%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.74% | 80.0K | $26.5M | +0.00%(+0) | $145.54(+130.72%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.76% | +47.21% | +6.94% | +39.89% |
| Top 20 Holdings Unweighted | +11.69% | +39.32% | +5.27% | +29.25% |
Archon Partners LLC reports $967.63M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (10.0%), BRK.B (9.1%) and AAPL (8.7%). The top 20 holdings account for 78.82% of reported assets. Its disclosed equity book has returned +47.21% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Archon Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1454424). View Archon Partners LLC’s 13F filings on SEC