Latest ALLEN HOLDING INC /NY Stock Portfolio
ALLEN HOLDING INC /NY Performance:
2025 Q3: 6.16%YTD: 27.17%2024: 24.63%
Performance for 2025 Q3 is 6.16%, and YTD is 27.17%, and 2024 is 24.63%.
About ALLEN HOLDING INC /NY and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ALLEN HOLDING INC /NY reported an equity portfolio of $1.1 Billions as of 30 Sep, 2025.
The top stock holdings of ALLEN HOLDING INC /NY are KO, PLTR, . The fund has invested 37.6% of it's portfolio in COCA COLA CO and 29.3% of portfolio in PALANTIR TECHNOLOGIES INC.
The fund managers got completely rid off ARGAN INC (AGX) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR) and AFFIRM HLDGS INC (AFRM). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE).
The top stock holdings of ALLEN HOLDING INC /NY are KO, PLTR, . The fund has invested 37.6% of it's portfolio in COCA COLA CO and 29.3% of portfolio in PALANTIR TECHNOLOGIES INC.
The fund managers got completely rid off ARGAN INC (AGX) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR) and AFFIRM HLDGS INC (AFRM). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE).
ALLEN HOLDING INC /NY Annual Return Estimates Vs S&P 500
Our best estimate is that ALLEN HOLDING INC /NY made a return of 6.16% in the last quarter. In trailing 12 months, it's portfolio return was 33.85%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| pfizer inc | 49.03 |
Additions to existing portfolio by ALLEN HOLDING INC /NY
Reductions
| Ticker | % Reduced |
|---|---|
| palantir technologies inc | -10.53 |
| affirm hldgs inc | -9.9 |
ALLEN HOLDING INC /NY reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| argan inc | -3,527,680 |
ALLEN HOLDING INC /NY got rid off the above stocks
Sector Distribution
ALLEN HOLDING INC /NY has about 37.6% of it's holdings in Consumer Defensive sector.
| Sector | % |
|---|---|
| Consumer Defensive | 37.6 |
| Technology | 30.9 |
| Others | 23.5 |
| Healthcare | 3.8 |
| Financial Services | 2.4 |
| Communication Services | 1.9 |
Market Cap. Distribution
ALLEN HOLDING INC /NY has about 72.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 39.9 |
| LARGE-CAP | 32.9 |
| UNALLOCATED | 23.5 |
| MID-CAP | 3.7 |
Stocks belong to which Index?
About 43.6% of the stocks held by ALLEN HOLDING INC /NY either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 56.3 |
| S&P 500 | 43.6 |
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 9 stocks in it's portfolio. KO proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for ALLEN HOLDING INC /NY last quarter.
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AFRM | affirm hldgs inc | 1.59 | 230,000 | 16,808,400 | reduced | -9.9 | ||
| AGX | argan inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 1.46 | 300,000 | 15,477,000 | unchanged | 0.00 | ||
| IAC | iac inc | 1.93 | 601,100 | 20,479,500 | unchanged | 0.00 | ||
| IBRX | immunitybio inc | 0.16 | 687,571 | 1,691,420 | unchanged | 0.00 | ||
| JPM | jpmorgan chase & co. | 0.89 | 30,000 | 9,462,900 | unchanged | 0.00 | ||
| KO | coca cola co | 37.56 | 6,000,000 | 397,920,000 | unchanged | 0.00 | ||
| PFE | pfizer inc | 3.65 | 1,519,800 | 38,724,500 | added | 49.03 | ||
| PLTR | palantir technologies inc | 29.27 | 1,700,000 | 310,114,000 | reduced | -10.53 | ||
| berkshire hathaway inc del | 23.49 | 330 | 248,886,000 | unchanged | 0.00 | |||