Latest ALLEN HOLDING INC /NY Stock Portfolio

$1.01Billion | No. of Holdings #10

ALLEN HOLDING INC /NY Performance

2026 Q2+0.40%

YTD-1.72%

2025+32.12%

About ALLEN HOLDING INC /NY and 13F Hedge Fund Stock Holdings

On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, ALLEN HOLDING INC /NY reported an equity portfolio of $1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of ALLEN HOLDING INC /NY are KO, , PLTR. The fund has invested 48.1% of it's portfolio in COCA COLA CO and 21.7% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL. ALLEN HOLDING INC /NY opened new stock positions in AURORA INNOVATION INC (AUR).

ALLEN HOLDING INC /NY Equity Portfolio Value

Last Reported on: 05 Aug, 2026

$1.01Billion

as of Aug 05, 2026

ALLEN HOLDING INC /NY Annual Return Estimates Vs S&P 500

Our best estimate is that ALLEN HOLDING INC /NY made a return of 0.4% in the last quarter. In trailing 12 months, it's portfolio return was 6.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
aurora innovation inc	3,410,000

New stocks bought by ALLEN HOLDING INC /NY

Additions

No additions were made to existing positions by ALLEN HOLDING INC /NY

Reductions

Ticker	% Reduced
berkshire hathaway inc del	-0.68

ALLEN HOLDING INC /NY reduced stake in above stock

Sold off

None of the stocks were completely sold off by ALLEN HOLDING INC /NY

Sector Distribution

ALLEN HOLDING INC /NY has about 48.1% of it's holdings in Consumer Defensive sector.

Consumer Defensive
Others
Technology
Healthcare
Financial Services
Communication Services

Sector	%
Consumer Defensive	48.1
Others	21.7
Technology	19.4
Healthcare	5.3
Financial Services	2.7
Communication Services	2.7

Market Cap. Distribution

ALLEN HOLDING INC /NY has about 74.9% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP
MID-CAP

Category	%
MEGA-CAP	68
UNALLOCATED	21.7
LARGE-CAP	6.9
MID-CAP	3.3

Stocks belong to which Index?

About 55.5% of the stocks held by ALLEN HOLDING INC /NY either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	55.5
Others	43.6

Top 5 Winners (%)		%
AFRM	affirm hldgs inc	78.0 %
BAC	bank of amer corp	16.9 %
IAC	people inc	15.3 %
IBRX	immunitybio inc	14.2 %
JPM	jpmorgan chase & co	11.3 %

Top 5 Winners ($)		$
KO	coca cola co	31.3 M
	berkshire hathaway inc del	9.1 M
AFRM	affirm hldgs inc	8.2 M
IAC	people inc	3.7 M
BAC	bank of amer corp	2.5 M

Top 5 Losers (%)		%
PLTR	palantir technologies inc	-20.2 %
PFE	pfizer inc	-14.3 %

Top 5 Losers ($)		$
PLTR	palantir technologies inc	-44.4 M
PFE	pfizer inc	-8.0 M

ALLEN HOLDING INC /NY Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ALLEN HOLDING INC /NY

ALLEN HOLDING INC /NY has 10 stocks in it's portfolio. PLTR proved to be the most loss making stock for the portfolio. KO was the most profitable stock for ALLEN HOLDING INC /NY last quarter.

$1.01BTotal Value

10.00Positions

05 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of ALLEN HOLDING INC /NY, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AFRM Affirm Hldgs Inc Affirm Hldgs IncAFRM ALLEN HOLDING INC /NY's holding in Affirm Hldgs Inc over time	1.85%	230,000	$18.76M 1.85%	unchanged 0 percentunchanged

AUR Aurora Innovation Inc Aurora Innovation IncAUR ALLEN HOLDING INC /NY's holding in Aurora Innovation Inc over time	0.34%	500,000	$3.41M 0.34%	new position

BAC Bank Of Amer Corp Bank Of Amer CorpBAC ALLEN HOLDING INC /NY's holding in Bank Of Amer Corp over time	1.69%	300,000	$17.09M 1.69%	unchanged 0 percentunchanged

IAC People Inc People IncIAC ALLEN HOLDING INC /NY's holding in People Inc over time	2.74%	601,100	$27.75M 2.74%	unchanged 0 percentunchanged

IBRX Immunitybio Inc Immunitybio IncIBRX ALLEN HOLDING INC /NY's holding in Immunitybio Inc over time	0.59%	687,571	$6.02M 0.59%	unchanged 0 percentunchanged

JPM Jpmorgan Chase & Co Jpmorgan Chase & CoJPM ALLEN HOLDING INC /NY's holding in Jpmorgan Chase & Co over time	0.97%	30,000	$9.82M 0.97%	unchanged 0 percentunchanged

KO Coca Cola Co Coca Cola CoKO ALLEN HOLDING INC /NY's holding in Coca Cola Co over time	48.1%	6,000,000	$487.62M 48.1%	unchanged 0 percentunchanged

PFE Pfizer Inc Pfizer IncPFE ALLEN HOLDING INC /NY's holding in Pfizer Inc over time	4.75%	2,000,000	$48.16M 4.75%	unchanged 0 percentunchanged

PLTR Palantir Technologies Inc Palantir Technologies IncPLTR ALLEN HOLDING INC /NY's holding in Palantir Technologies Inc over time	17.26%	1,500,000	$175.00M 17.26%	unchanged 0 percentunchanged

Cl A Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del ALLEN HOLDING INC /NY's holding in Berkshire Hathaway Inc Del over time	21.72%	294	$220.16M 21.72%	decreased 0.68 percentreduced