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Allen Holding Inc

13F filer · CIK 0000919489
Reported Aug 5, 2026
Net buyer this quarter
13F portfolio value$1.01BU.S. long equity reported on 13F
Positions101 new · 0 closed
Net flow last quarter+$1.91MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 5, 202610 positions
KOCoca Cola Co$488M48.10%0.14%Not reportedQ2 2013
BRK.ABerkshire Hathaway Inc$220M21.72%Not reported-0.7%Q2 2013
PLTRPalantir Technologies Inc.$175M17.26%0.06%Not reportedQ4 2020
PFEPfizer Inc$48.2M4.75%0.04%Not reportedQ3 2021
PPLIPeople Inc$27.7M2.74%Not reportedNot reportedQ2 2021
AFRMAffirm Holdings, Inc.$18.8M1.85%0.39%Not reportedQ3 2021
BACBank of America Corp$17.1M1.69%0.00%Not reportedQ3 2020
JPMJPMorgan Chase & Co$9.82M0.97%0.00%Not reportedQ2 2013
IBRXImmunityBio, Inc.$6.02M0.59%0.07%Not reportedQ2 2021
AURAurora Innovation, Inc.$3.41M0.34%0.03%NewQ2 2026
Q1 2026Reported May 7, 20269 positions
KOCoca Cola Co$456M45.28%0.14%Not reportedQ2 2013
PLTRPalantir Technologies Inc.$219M21.77%0.06%-6.3%Q4 2020
BRK.ABerkshire Hathaway Inc$213M21.09%Not reported-6.6%Q2 2013
PFEPfizer Inc$56.2M5.57%0.04%+31.6%Q3 2021
PPLIPeople Inc$24.1M2.39%Not reportedNot reportedQ2 2021
BACBank of America Corp$14.6M1.45%0.00%Not reportedQ3 2020
AFRMAffirm Holdings, Inc.$10.5M1.05%0.39%Not reportedQ3 2021
JPMJPMorgan Chase & Co$8.82M0.88%0.00%Not reportedQ2 2013
IBRXImmunityBio, Inc.$5.27M0.52%0.07%Not reportedQ2 2021
Q4 2025Reported Feb 10, 20269 positions
KOCoca Cola Co$419M39.98%0.14%Not reportedQ2 2013
PLTRPalantir Technologies Inc.$284M27.11%0.07%-5.9%Q4 2020
BRK.ABerkshire Hathaway Inc$239M22.81%Not reported-3.9%Q2 2013
PFEPfizer Inc$37.8M3.61%0.03%Not reportedQ3 2021
PPLIPeople Inc$23.5M2.24%Not reportedNot reportedQ2 2021
AFRMAffirm Holdings, Inc.$17.1M1.63%0.39%Not reportedQ3 2021
BACBank of America Corp$16.5M1.57%0.00%Not reportedQ3 2020
JPMJPMorgan Chase & Co$9.67M0.92%0.00%Not reportedQ2 2013
IBRXImmunityBio, Inc.$1.36M0.13%0.07%Not reportedQ2 2021
Q3 2025Reported Nov 6, 20259 positions
KOCoca Cola Co$398M37.56%0.14%Not reportedQ2 2013
PLTRPalantir Technologies Inc.$310M29.27%0.07%-10.5%Q4 2020
BRK.ABerkshire Hathaway Inc$249M23.49%Not reportedNot reportedQ2 2013
PFEPfizer Inc$38.7M3.65%0.03%+49.0%Q3 2021
PPLIPeople Inc$20.5M1.93%Not reportedNot reportedQ2 2021
AFRMAffirm Holdings, Inc.$16.8M1.59%0.39%-9.9%Q3 2021
BACBank of America Corp$15.5M1.46%0.00%Not reportedQ3 2020
JPMJPMorgan Chase & Co$9.46M0.89%0.00%Not reportedQ2 2013
IBRXImmunityBio, Inc.$1.69M0.16%0.07%Not reportedQ2 2021
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