Archon Partners LLC 13F Holdings

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Disclosed positions

Archon Partners LLC: source evidence dated 2026-08-07T03:59:59.999Z.

Issuer: ALPHABET INC
Ticker: GOOGL
Class: CAP STK CL A
Reported value: $100,063,600
Reported amount: 280,000
Unit: SH
Option: None

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-003108

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Disclosed positions

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ALPHABET INC	GOOGL	CAP STK CL A	$100,063,600	280,000	SH	None
BERKSHIRE HATHAWAY INC DEL	BRK.B	CL B NEW	$88,468,952	176,800	SH	None
APPLE INC	AAPL	COM	$72,918,720	252,000	SH	None
AMAZON COM INC	AMZN	COM	$57,201,600	240,000	SH	None
STATE STR SPDR S&P 500 ETF T	SPY	TR UNIT	$52,273,900	70,000	SH	None
MICROSOFT CORP	MSFT	COM	$38,048,040	102,000	SH	None
MASTERCARD INCORPORATED	MA	CL A	$34,154,400	66,500	SH	None
VISA INC	V	COM CL A	$33,965,910	99,000	SH	None
META PLATFORMS INC	META	CL A	$28,164,500	50,000	SH	None
LOWES COS INC	LOW	COM	$26,458,800	120,000	SH	None
JPMORGAN CHASE & CO	JPM	COM	$26,186,400	80,000	SH	None
NVR INC	NVR	COM	$25,659,264	3,766	SH	None
TRANSDIGM GROUP INC	TDG	COM	$23,044,292	17,300	SH	None
BLACKSTONE INC	BX	COM	$22,357,300	190,000	SH	None
UNION PAC CORP	UNP	COM	$20,400,000	75,000	SH	None
RTX CORPORATION	RTX	COM	$19,162,730	101,000	SH	None
GE AEROSPACE	GE	COM NEW	$17,565,310	47,000	SH	None
HILTON WORLDWIDE HLDGS INC	HLT	COM	$16,787,368	50,800	SH	None
HYATT HOTELS CORP	H	COM CL A	$15,894,880	82,000	SH	None
LIVE NATION ENTERTAINMENT IN	LYV	COM	$15,747,460	86,000	SH	None
NETFLIX INC.	NFLX	COM	$14,672,700	205,500	SH	None
DEERE & CO	DE	COM	$14,589,590	23,000	SH	None
NVIDIA CORPORATION	NVDA	COM	$14,406,480	72,000	SH	None
ELI LILLY & CO	LLY	COM	$14,393,160	12,000	SH	None
UBER TECHNOLOGIES INC	UBER	COM	$12,959,936	179,600	SH	None
GE VERNOVA INC	GEV	COM	$12,923,460	11,000	SH	None
LOCKHEED MARTIN CORP	LMT	COM	$12,736,500	25,000	SH	None
SELECT SECTOR SPDR TR	XLV	ST STR CARE ETF	$12,692,800	80,000	SH	None
EQUINIX INC	EQIX	COM	$12,508,680	12,000	SH	None
NISOURCE INC	NI	COM	$12,125,250	255,000	SH	None
HCA HEALTHCARE INC	HCA	COM	$12,086,590	31,000	SH	None
PALANTIR TECHNOLOGIES INC	PLTR	CL A	$11,667,000	100,000	SH	None
UNITED AIRLS HLDGS INC	UAL	COM	$10,879,200	80,000	SH	None
CLOUDFLARE INC	NET	CL A COM	$9,811,200	40,000	SH	None
CAPITAL ONE FINL CORP	COF	COM	$9,429,140	47,000	SH	None
QXO INC	QXO	COM NEW	$8,467,200	490,000	SH	None
SERVICENOW INC	NOW	COM	$5,956,800	60,000	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.