ARCHON PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MA | 67K | $37.83M |
 | NET | 55K | $11.80M |
 | PANW | 54K | $11.00M |
 | CSGP | 54K | $4.56M |
 | BA | 51K | $11.01M |
 | HLT | 51K | $13.18M |
 | META | 48K | $35.25M |
 | FNF | 45K | $2.72M |
 | LMT | 35K | $17.47M |
 | NFLX | 21K | $25.24M |
 | UNH | 20K | $6.91M |
 | ELV | 20K | $6.46M |
 | TDG | 17K | $22.80M |
 | NOW | 14K | $12.88M |
 | EQIX | 12K | $9.40M |
 | LLY | 9K | $6.87M |
 | STZ | 8K | $1.05M |
 | NVR | 4K | $30.26M |
Mastercard Incorporated
MA
Shares Held
67K
Value
$37.83M
Cloudflare, Inc.
NET
Shares Held
55K
Value
$11.80M
Palo Alto Networks, Inc.
PANW
Shares Held
54K
Value
$11.00M
CoStar Group, Inc.
CSGP
Shares Held
54K
Value
$4.56M
The Boeing Company
BA
Shares Held
51K
Value
$11.01M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
51K
Value
$13.18M
Meta Platforms, Inc.
META
Shares Held
48K
Value
$35.25M
Fidelity National Financial, Inc.
FNF
Shares Held
45K
Value
$2.72M
Lockheed Martin Corporation
LMT
Shares Held
35K
Value
$17.47M
Netflix, Inc.
NFLX
Shares Held
21K
Value
$25.24M
UnitedHealth Group Incorporated
UNH
Shares Held
20K
Value
$6.91M
Elevance Health Inc.
ELV
Shares Held
20K
Value
$6.46M
TransDigm Group Incorporated
TDG
Shares Held
17K
Value
$22.80M
ServiceNow, Inc.
NOW
Shares Held
14K
Value
$12.88M
Equinix, Inc.
EQIX
Shares Held
12K
Value
$9.40M
Eli Lilly and Company
LLY
Shares Held
9K
Value
$6.87M
Constellation Brands, Inc.
STZ
Shares Held
8K
Value
$1.05M
NVR, Inc.
NVR
Shares Held
4K
Value
$30.26M