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Archon Partners LLC

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13F filer, CIK 1454424, Princeton Junction, NJ

Archon Partners LLC reported $845,033,155 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 56.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002046

Period
2026-03-31
Reported value
$845M
Holdings
39
Top 10 weight
56.97%
New
6
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BDXnew+71,000$11.2M
NInew+210,000$9.8M
BNnew+135,000$5.46M
UALnew+52,000$4.79M
CPNGnew+220,000$4.15M

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
PANWexited-54,000-$9.95M
DHRexited-40,000-$9.16M
APOexited-63,000-$9.12M
ABNBexited-66,000-$8.96M
FISVexited-130,000-$8.73M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002046, largest first. % of portfolio is the value over $845,033,155, 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; 2024Q2: restricted; 2024Q3: 176,800 shares; 2024Q4: 176,800 shares; 2025Q1: 176,800 shares; 2025Q2: 176,800 shares; 2025Q3: 176,800 shares; 2025Q4: 176,800 shares; 2026Q1: 176,800 shares 176,800$84.7M10.03%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,240 shares; 2024Q4: 316,240 shares; 2025Q1: 316,240 shares; 2025Q2: 316,240 shares; 2025Q3: 316,240 shares; 2025Q4: 310,000 shares; 2026Q1: 280,000 shares 280,000$80.5M9.53%-30,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,000 shares; 2024Q4: 255,000 shares; 2025Q1: 255,000 shares; 2025Q2: 255,000 shares; 2025Q3: 252,000 shares; 2025Q4: 252,000 shares; 2026Q1: 252,000 shares 252,000$64M7.57%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,660 shares; 2024Q4: 249,660 shares; 2025Q1: 249,660 shares; 2025Q2: 249,660 shares; 2025Q3: 249,660 shares; 2025Q4: 249,660 shares; 2026Q1: 240,000 shares 240,000$50M5.92%-9,660Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,100 shares; 2024Q4: 49,100 shares; 2025Q1: 49,100 shares; 2025Q2: 65,000 shares; 2025Q3: 70,000 shares; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares 70,000$45.5M5.39%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,000 shares; 2024Q4: 102,000 shares; 2025Q1: 102,000 shares; 2025Q2: 102,000 shares; 2025Q3: 102,000 shares; 2025Q4: 102,000 shares; 2026Q1: 102,000 shares 102,000$37.8M4.47%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,500 shares; 2024Q4: 66,500 shares; 2025Q1: 66,500 shares; 2025Q2: 66,500 shares; 2025Q3: 66,500 shares; 2025Q4: 66,500 shares; 2026Q1: 66,500 shares 66,500$33.2M3.93%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,000 shares; 2024Q4: 99,000 shares; 2025Q1: 99,000 shares; 2025Q2: 99,000 shares; 2025Q3: 99,000 shares; 2025Q4: 99,000 shares; 2026Q1: 99,000 shares 99,000$29.9M3.54%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 120,000 shares 120,000$28.4M3.36%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000$27.5M3.25%0Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 3,766 shares; 2026Q1: 3,766 shares 3,766$24.8M2.94%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000$23.5M2.78%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,000 shares; 2024Q4: 190,000 shares; 2025Q1: 190,000 shares; 2025Q2: 190,000 shares; 2025Q3: 190,000 shares; 2025Q4: 190,000 shares; 2026Q1: 190,000 shares 190,000$21.8M2.59%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 21,050 shares; 2025Q4: 210,500 shares; 2026Q1: 210,500 shares 210,500$20.2M2.4%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares; 2026Q1: 17,300 shares 17,300$20.1M2.37%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,000 shares; 2024Q4: 101,000 shares; 2025Q1: 101,000 shares; 2025Q2: 101,000 shares; 2025Q3: 101,000 shares; 2025Q4: 101,000 shares; 2026Q1: 101,000 shares 101,000$19.5M2.31%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares 75,000$18.2M2.15%0Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,800 shares; 2024Q4: 50,800 shares; 2025Q1: 50,800 shares; 2025Q2: 50,800 shares; 2025Q3: 50,800 shares; 2025Q4: 50,800 shares; 2026Q1: 50,800 shares 50,800$15.4M1.83%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 25,000 shares 25,000$15.1M1.79%-10,000Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,000 shares; 2024Q4: 209,000 shares; 2025Q1: 160,000 shares; 2025Q2: 150,000 shares; 2025Q3: 130,000 shares; 2025Q4: 115,000 shares; 2026Q1: 100,000 shares 100,000$14.6M1.73%-15,000Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,000 shares; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 86,000 shares; 2025Q4: 86,000 shares; 2026Q1: 86,000 shares 86,000$13.1M1.55%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,600 shares; 2024Q4: 179,600 shares; 2025Q1: 179,600 shares; 2025Q2: 179,600 shares; 2025Q3: 179,600 shares; 2025Q4: 179,600 shares; 2026Q1: 179,600 shares 179,600$12.9M1.53%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,000 shares; 2025Q2: 72,000 shares; 2025Q3: 72,000 shares; 2025Q4: 72,000 shares; 2026Q1: 72,000 shares 72,000$12.6M1.49%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,000 shares; 2025Q3: 51,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000$11.9M1.41%0Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,000 shares; 2024Q4: 82,000 shares; 2025Q1: 82,000 shares; 2025Q2: 82,000 shares; 2025Q3: 82,000 shares; 2025Q4: 82,000 shares; 2026Q1: 82,000 shares 82,000$11.8M1.4%0Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000$11.8M1.39%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,000 shares 71,000$11.2M1.32%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000$10.3M1.22%0Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,200 shares; 2024Q4: 314,000 shares; 2025Q1: 430,000 shares; 2025Q2: 520,000 shares; 2025Q3: 520,000 shares; 2025Q4: 520,000 shares; 2026Q1: 520,000 shares 520,000$10.1M1.2%0Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210,000 shares 210,000$9.8M1.16%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000$9.6M1.14%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000$8.28M0.98%0Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares; 2026Q1: 59,000 shares 59,000$8.09M0.96%+19,000Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 14,000 shares; 2025Q4: 70,000 shares; 2026Q1: 60,000 shares 60,000$6.27M0.74%-10,000Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,000 shares; 2025Q4: not reported; 2026Q1: 135,000 shares 135,000$5.46M0.65%newTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,000 shares 52,000$4.79M0.57%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 1,000 shares 1,000$4.21M0.5%-1,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,000 shares 220,000$4.15M0.49%newTimeline
GPGIGPGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,000 shares 230,000$3.93M0.47%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PANWPALO ALTO NETWORKS INC54,000$9.95Mshares
DHRDANAHER CORP DEL40,000$9.16Mshares
APOAPOLLO GLOBAL MGMT INC63,000$9.12Mshares
ABNBAIRBNB INC66,000$8.96Mshares
FISVFISERV INC130,000$8.73Mshares
ELVELEVANCE HEALTH INC FORMERLY20,000$7.01Mshares
ILMNILLUMINA INC39,000$5.12Mshares
FNFFIDELITY NATL FINL INC45,000$2.46Mshares
STZCONSTELLATION BRANDS INC7,825$1.08Mshares

How Q1 2026 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 0001172661-26-002046 base2026-05-15acceptance time not in the bulk data set