HedgeMountain

Archon Partners LLC

Location not listed · CRD 155756
Hedge fund manager

Archon Partners LLC is an SEC-registered investment adviser that reports managing 1 hedge fund on Form ADV. It reports $1.2 billion in regulatory assets under management. Its private funds, of all types, hold $1.2 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -0.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +20.1% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$1.2 billionForm ADV Item 5.F
Gross assets of private funds
$1.2 billionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
4Form ADV Item 5.A
Registration
SEC-registered adviserCRD 155756
Latest Form ADV
03/13/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD-0.5%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+20.1%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$936.8 million37 positions, 2026-06-30
$100$119$137Q3 2024Q1 2025Q3 2025Q1 202613F est. $120S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+8.1%+14.8%
Q1 2026-8.0%-4.6%
Q4 2025-0.9%+2.4%
Q3 2025+5.4%+7.8%
Q2 2025+7.4%+10.4%
Q1 2025-2.8%-4.5%
Q4 2024+1.9%+2.1%
Q3 2024+8.7%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Alphabet, Inc Voting Class$100.1 million
  • Berkshire Hathaway Inc Del CL B New$88.5 million
  • Apple Inc Com$72.9 million
  • Amazon Com Inc Com$57.2 million
  • SPDR S&P 500 ETF TR$52.3 million
  • Microsoft Corp Com$38.0 million
  • Mastercard Inc.$34.2 million
  • Visa Inc CL A$34.0 million
  • Meta Platforms, Inc.$28.2 million
  • Lowes Cos Inc$26.5 million

As of 2026-06-30, from 13F filing by Archon Partners LLC.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures