Equal-WT
WhaleScore 2.0
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Archon Partners is based out of Princeton Junction. Archon Partners is a hedge fund with 1 clients and discretionary assets under management (AUM) of $1,116,948,767 (Form ADV from 2025-03-06). Their last reported 13F filing for Q1 2025 included $825,756,910 in managed 13F securities
and a top 10 holdings concentration of 56.03%. Archon Partners's largest holding is Berkshire Hathaway Inc Class B with shares held of 176,800. Whalewisdom has at least 66 13F filings
Business Description
Archon provides investment advisory services to pooled investment vehicles that rely on exemptions from registration under the Investment Company Act of 1940 and the Securities Act of 1933. Archon serves as the investment manager to a long/short equity private investment fund, Archon Partners L.P. Investment advice is provided directly to the Private Fund, subject to the discretion and control of the general partner or the board of directors of the Private Fund, and not individually to the limited partners or shareholders of the Client.
Archon conducts quarterly reviews to evaluate best execution for its Client and adherence to policies and procedures. It also reviews its best execution policies at least annually. Archon assesses factors in selecting service providers and believes it has adopted an objective review process that mitigates conflicts of interest.
Investment Strategy
The Archon Partners Fund aims for long-term capital growth with flexible investment parameters, utilizing both long and short positions. It primarily invests in publicly traded, mid-cap and large-cap equities, but is not restricted by market capitalization, geographical area, or investment type, allowing for investments in corporate bonds and other instruments. The fund's investment philosophy centers on identifying companies or industries undergoing significant fundamental change, believing that positive change leads to above-average sales and earnings.
Archon's portfolio managers conduct fundamental analysis, using in-house and outside research, to identify potential investments. They seek companies with large market opportunities, attractive competitive structures, rapid growth potential, high and improving returns on capital, and attractive prices relative to their prospects. They look for significant fundamental changes such as new management, groundbreaking products, corporate turnarounds, entry into new markets, altered regulatory environments, industry consolidation, and industries benefiting from demographic shifts.
Owners
- ROBERTS, BRADLEY, ALLEN - MANAGING MEMBER
- SHEEHAN, JOSEPH, EUGENE - MEMBER
- OLENCHALK, CHRISTINE, ROSE - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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2025-03-31
Top Buys (13F)
Name | % Change |
---|---|
BABA Alibaba Group Holdin | 1.46% |
APO Apollo Global Manage | 1.39% |
NVDA NVIDIA Corp | 0.85% |
NVO Novo Nordisk | 0.76% |
QXO QXO Inc | 0.12% |

2025-03-31
Top Sells (13F)
Name | % Change |
---|---|
DHI D.R. Horton, Inc | 1.46% |
CSGP CoStar Group Inc | 1.27% |
TSLA Tesla Inc | 0.85% |
RDDT Reddit Inc | 0.76% |
CMCSA Comcast Corp. Class | 0.57% |

2025-03-31
13F Holdings Summary
Name | $ Change |
---|---|
BRK.B Berkshire Hathaway I | 11.4% |
AAPL Apple Inc | 6.86% |
FI Fiserv, Inc | 5.96% |
GOOGL Alphabet Inc. Class | 5.92% |
AMZN Amazon.com Inc | 5.75% |

2025-03-31
13F Activity
Market Value | $0.83b, Prior: $0.86b |
Inflows (Outflows) as % of Total MV | (-1.4929)% |
New Purchases | 4 stocks |
Added To | 3 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 2 stocks |
Top 10 Holdings % | 56.03% |
Turnover %[1] | 20.93% |
Turnover Alt %[2] | 4.7% |
Time Held Top 20 | 22.2 quarters |
Time Held Top 10 | 20.5 quarters |
Time Held All | 25.18 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2025-03-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31