EdgeMarket › What Archon Partners Llc reported owning
What Archon Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
845.0MPositions
39Quarter
2026-03-31Shown below
39largest by value
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|---|---|---|---|---|---|
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| UNP UNION PACIFIC CORP | 18.2M | 2.2% | 75.0K | 308.05 | +36.5% |
| HLT Hilton Worldwide Holdings Inc. | 15.4M | 1.8% | 50.8K | 326.63 | +21.0% |
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| PLTR Palantir Technologies Inc. | 14.6M | 1.7% | 100.0K | 179.94 | +15.3% |
| LYV Live Nation Entertainment, Inc. | 13.1M | 1.6% | 86.0K | 181.82 | +12.3% |
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| NVDA NVIDIA CORP | 12.6M | 1.5% | 72.0K | 214.72 | +22.4% |
| BA BOEING CO | 11.9M | 1.4% | 60.0K | 214.20 | -5.1% |
| H Hyatt Hotels Corp | 11.8M | 1.4% | 82.0K | 180.67 | +31.6% |
| EQIX EQUINIX INC | 11.8M | 1.4% | 12.0K | 1,065.39 | +37.2% |
| BDX BECTON DICKINSON & CO | 11.2M | 1.3% | 71.0K | 192.00 | -3.6% |
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| GEV GE Vernova Inc. | 9.6M | 1.1% | 11.0K | 956.85 | +58.3% |
| LLY ELI LILLY & Co | 8.3M | 1.0% | 9.0K | 1,255.40 | +78.0% |
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| CPNG Coupang, Inc. | 4.2M | 0.5% | 220.0K | 16.45 | -43.0% |
| GPGI GPGI, Inc. | 3.9M | 0.5% | 230.0K | 12.79 | -32.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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