Archon Partners LLC
13F filer · CIK 1454424 · Princeton Junction, NJ
Summary
Archon Partners LLC reported $936.83M across 37 positions in its 13F for 2026 Q2, filed Aug 6, 2026. The largest holdings are GOOGL (10.7%), BRK.B (9.4%), AAPL (7.8%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 4, trimmed 3 and sold out of 7.
Reported value$936.83M
Positions37
Report period2026 Q2
FiledAug 6, 2026
New positions5
Added4
Trimmed3
Sold out7
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 10.7%Value $100.06MPrice $342.75Shares 280KSince Jun 30 -4.09%
Weight 9.4%Value $88.47MPrice $502.35Shares 177KSince Jun 30 +0.39%
Weight 7.8%Value $72.92MPrice $329.40Shares 252KSince Jun 30 +13.84%
Weight 6.1%Value $57.20MPrice $246.67Shares 240KSince Jun 30 +3.50%
Weight 5.6%Value $52.27MPrice $765.61Shares 70KSince Jun 30 +2.52%
Weight 4.1%Value $38.05MPrice $509.22Shares 102KSince Jun 30 +36.51%
Weight 3.6%Value $34.15MPrice $568.26Shares 67KSince Jun 30 +10.64%
Weight 3.6%Value $33.97MPrice $367.74Shares 99KSince Jun 30 +7.18%
Weight 3.0%Value $28.16MPrice $715.62Shares 50K +4.17%Since Jun 30 +27.04%
Weight 2.8%Value $26.46MPrice $187.66Shares 120KSince Jun 30 -14.89%
Weight 2.8%Value $26.19MPrice $336.59Shares 80KSince Jun 30 +2.83%
Weight 2.7%Value $25.66MPrice $6268Shares 3,766Since Jun 30 -8.01%
Weight 2.5%Value $23.04MPrice $1109Shares 17KSince Jun 30 -16.73%
Weight 2.4%Value $22.36MPrice $114.00Shares 190KSince Jun 30 -3.12%
Weight 2.2%Value $20.40MPrice $274.10Shares 75KSince Jun 30 +0.77%
Weight 2.0%Value $19.16MPrice $187.66Shares 101KSince Jun 30 -1.09%
Weight 1.9%Value $17.57MPrice $318.24Shares 47KSince Jun 30 -14.85%
Weight 1.8%Value $16.79MPrice $320.28Shares 51KSince Jun 30 -3.08%
Weight 1.7%Value $15.89MPrice $161.19Shares 82KSince Jun 30 -16.84%
Weight 1.7%Value $15.75MPrice $171.89Shares 86KSince Jun 30 -6.13%
Weight 1.6%Value $14.67MPrice $69.23Shares 206K -2.38%Since Jun 30 -3.04%
Weight 1.6%Value $14.59MPrice $689.59Shares 23KSince Jun 30 +8.71%
Weight 1.5%Value $14.41MPrice $228.86Shares 72KSince Jun 30 +14.38%
Weight 1.5%Value $14.39MPrice $1185Shares 12K +33.33%Since Jun 30 -1.22%
Weight 1.4%Value $12.96MPrice $68.16Shares 180KSince Jun 30 -5.54%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 10.7% | $100.06M | -4.09% | — | Hold | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 9.4% | $88.47M | +0.39% | — | Hold |
| 7.8% | $72.92M | +13.84% | — | Hold | |
| 6.1% | $57.20M | +3.50% | — | Hold | |
| 5.6% | $52.27M | +2.52% | — | Hold | |
| 4.1% | $38.05M | +36.51% | — | Hold | |
| 3.6% | $34.15M | +10.64% | — | Hold | |
| 3.6% | $33.97M | +7.18% | — | Hold | |
| 3.0% | $28.16M | +27.04% | +4.17% | Add | |
| 2.8% | $26.46M | -14.89% | — | Hold | |
| 2.8% | $26.19M | +2.83% | — | Hold | |
| 2.7% | $25.66M | -8.01% | — | Hold | |
| 2.5% | $23.04M | -16.73% | — | Hold | |
| 2.4% | $22.36M | -3.12% | — | Hold | |
| 2.2% | $20.40M | +0.77% | — | Hold | |
| 2.0% | $19.16M | -1.09% | — | Hold | |
| 1.9% | $17.57M | -14.85% | — | New | |
| 1.8% | $16.79M | -3.08% | — | Hold | |
| 1.7% | $15.89M | -16.84% | — | Hold | |
| 1.7% | $15.75M | -6.13% | — | Hold | |
| 1.6% | $14.67M | -3.04% | -2.38% | Trim | |
| 1.6% | $14.59M | +8.71% | — | New | |
| 1.5% | $14.41M | +14.38% | — | Hold | |
| 1.5% | $14.39M | -1.22% | +33.33% | Add | |
| 1.4% | $12.96M | -5.54% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.