Archon Partners LLC: 13F holdings
CIK 14544242026Q2
| Positions | 37 |
|---|
| Reported value | $936.8m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 37 (-2 vs prior quarter) |
|---|
| Reported value | $936.8m (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 280,000 | $100.1m | 10.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 176,800 | $88.5m | 9.4% |
| AAPL APPLE INC | 252,000 | $72.9m | 7.8% |
| AMZN AMAZON COM INC | 240,000 | $57.2m | 6.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 70,000 | $52.3m | 5.6% |
| MSFT MICROSOFT CORP | 102,000 | $38.0m | 4.1% |
| MA MASTERCARD INCORPORATED | 66,500 | $34.2m | 3.6% |
| V VISA INC | 99,000 | $34.0m | 3.6% |
| META META PLATFORMS INC | 50,000 | $28.2m | 3.0% |
| LOW LOWES COS INC | 120,000 | $26.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1454424")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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