Archon Partners LLC - Q42025 Holdings

Archon Partners LLC holds 42 stocks with a total portfolio value of $ 956.79M as of Q42025. In Q42025, Archon Partners LLC added 7 new positions, increased stakes in 3 stocks, reduced 4 holdings, and fully exited 4 positions. The largest holding is Alphabet Inc (GOOGL), representing 10.14% of the total portfolio.