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Archon Partners LLC

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13F filer, CIK 1454424, Princeton Junction, NJ

Archon Partners LLC reported $941,081,476 across 39 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 55.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004840

Period
2025-09-30
Reported value
$941M
Holdings
39
Top 10 weight
55.63%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNnew+160,000$11M
EQIXnew+12,000$9.4M
UNHnew+20,000$6.91M
LLYnew+9,000$6.87M
NCLHnew+245,000$6.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVOexited-140,000-$9.66M
IRexited-80,000-$6.65M
NOWreduced-4,000-$3.68M
PLTRreduced-20,000-$3.65M
FISVreduced-17,000-$2.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004840, largest first. % of portfolio is the value over $941,081,476, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,800 shares; 2024Q4: 176,800 shares; 2025Q1: 176,800 shares; 2025Q2: 176,800 shares; 2025Q3: 176,800 shares 176,800$88.9M9.44%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,240 shares; 2024Q4: 316,240 shares; 2025Q1: 316,240 shares; 2025Q2: 316,240 shares; 2025Q3: 316,240 shares 316,240$76.9M8.17%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,000 shares; 2024Q4: 255,000 shares; 2025Q1: 255,000 shares; 2025Q2: 255,000 shares; 2025Q3: 252,000 shares 252,000$64.2M6.82%-3,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,660 shares; 2024Q4: 249,660 shares; 2025Q1: 249,660 shares; 2025Q2: 249,660 shares; 2025Q3: 249,660 shares 249,660$54.8M5.82%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,000 shares; 2024Q4: 102,000 shares; 2025Q1: 102,000 shares; 2025Q2: 102,000 shares; 2025Q3: 102,000 shares 102,000$52.8M5.61%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,100 shares; 2024Q4: 49,100 shares; 2025Q1: 49,100 shares; 2025Q2: 65,000 shares; 2025Q3: 70,000 shares 70,000$46.6M4.96%+5,000Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,500 shares; 2024Q4: 66,500 shares; 2025Q1: 66,500 shares; 2025Q2: 66,500 shares; 2025Q3: 66,500 shares 66,500$37.8M4.02%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares 48,000$35.3M3.75%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,000 shares; 2024Q4: 99,000 shares; 2025Q1: 99,000 shares; 2025Q2: 99,000 shares; 2025Q3: 99,000 shares 99,000$33.8M3.59%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,000 shares; 2024Q4: 190,000 shares; 2025Q1: 190,000 shares; 2025Q2: 190,000 shares; 2025Q3: 190,000 shares 190,000$32.5M3.45%0Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares 3,766$30.3M3.22%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 120,000 shares 120,000$30.2M3.2%-5,000Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,000 shares; 2024Q4: 223,000 shares; 2025Q1: 223,000 shares; 2025Q2: 223,000 shares; 2025Q3: 206,000 shares 206,000$26.6M2.82%-17,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 21,050 shares 21,050$25.2M2.68%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares 80,000$25.2M2.68%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,000 shares; 2024Q4: 209,000 shares; 2025Q1: 160,000 shares; 2025Q2: 150,000 shares; 2025Q3: 130,000 shares 130,000$23.7M2.52%-20,000Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares 17,300$22.8M2.42%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares 75,000$17.7M1.88%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,600 shares; 2024Q4: 179,600 shares; 2025Q1: 179,600 shares; 2025Q2: 179,600 shares; 2025Q3: 179,600 shares 179,600$17.6M1.87%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares 35,000$17.5M1.86%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,000 shares; 2024Q4: 101,000 shares; 2025Q1: 101,000 shares; 2025Q2: 101,000 shares; 2025Q3: 101,000 shares 101,000$16.9M1.8%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares 86,000$14.1M1.49%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,000 shares; 2025Q2: 72,000 shares; 2025Q3: 72,000 shares 72,000$13.4M1.43%0Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,800 shares; 2024Q4: 50,800 shares; 2025Q1: 50,800 shares; 2025Q2: 50,800 shares; 2025Q3: 50,800 shares 50,800$13.2M1.4%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 14,000 shares 14,000$12.9M1.37%-4,000Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares 55,000$11.8M1.25%0Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,000 shares; 2024Q4: 82,000 shares; 2025Q1: 82,000 shares; 2025Q2: 82,000 shares; 2025Q3: 82,000 shares 82,000$11.6M1.24%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,000 shares; 2025Q3: 51,000 shares 51,000$11M1.17%+4,000Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 30,030 shares; 2025Q1: 30,030 shares; 2025Q2: 30,030 shares; 2025Q3: 54,000 shares 54,000$11M1.17%+23,970Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,000 shares 160,000$11M1.17%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,200 shares; 2024Q4: 314,000 shares; 2025Q1: 430,000 shares; 2025Q2: 520,000 shares; 2025Q3: 520,000 shares 520,000$9.91M1.05%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: not reported; 2025Q3: 12,000 shares 12,000$9.4M1%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000$6.91M0.73%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares 9,000$6.87M0.73%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 65,000 shares; 2025Q1: 50,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000$6.46M0.69%0Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 245,000 shares 245,000$6.03M0.64%newTimeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,500 shares; 2024Q4: 152,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,000 shares 54,000$4.56M0.48%newTimeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000$2.72M0.29%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,825 shares; 2025Q3: 7,825 shares 7,825$1.05M0.11%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVONOVO-NORDISK A S140,000$9.66Mshares
IRINGERSOLL RAND INC80,000$6.65Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-004840 base2025-11-14acceptance time not in the bulk data set