Latest ALLEN HOLDING INC /NY Stock Portfolio
$1.01Billion– No. of Holdings #9
ALLEN HOLDING INC /NY Performance:
2026 Q1: -2.11%YTD: -2.11%2025: 32.12%
Performance for 2026 Q1 is -2.11%, and YTD is -2.11%, and 2025 is 32.12%.
About ALLEN HOLDING INC /NY and 13F Hedge Fund Stock Holdings
On 2026-05-07, 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 31 Mar, 2026.
The top stock holdings of ALLEN HOLDING INC /NY are KO, PLTR, . The fund has invested 45.3% of it's portfolio in COCA COLA CO and 21.8% of portfolio in PALANTIR TECHNOLOGIES INC.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL and PALANTIR TECHNOLOGIES INC (PLTR). 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 45.3% of it's portfolio in COCA COLA CO and 21.8% of portfolio in PALANTIR TECHNOLOGIES INC.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to PFIZER INC (PFE).
ALLEN HOLDING INC /NY Equity Portfolio Value
Last Reported on: 07 May, 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 -2.11% in the last quarter. In trailing 12 months, it's portfolio return was 15.21%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| pfizer inc | 31.6 |
Additions to existing portfolio by ALLEN HOLDING INC /NY
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -6.62 |
| palantir technologies inc | -6.25 |
ALLEN HOLDING INC /NY reduced stake in above stock
Sold off
Sector Distribution
ALLEN HOLDING INC /NY has about 45.3% of it's holdings in Consumer Defensive sector.
- Consumer Defensive
- Technology
- Others
- Healthcare
- Communication Services
- Financial Services
| Sector | % |
|---|---|
| Consumer Defensive | 45.3 |
| Technology | 22.8 |
| Others | 21.1 |
| Healthcare | 6.1 |
| Communication Services | 2.4 |
| Financial Services | 2.3 |
Market Cap. Distribution
ALLEN HOLDING INC /NY has about 76% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- UNALLOCATED
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| MEGA-CAP | 69.4 |
| UNALLOCATED | 21.1 |
| LARGE-CAP | 6.6 |
| MID-CAP | 2.9 |
Stocks belong to which Index?
About 53.2% 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 | 53.2 |
| Others | 46.3 |
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. 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.
Last Reported on: 07 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AFRM | affirm hldgs inc | 1.05 | 230,000 | 10,538,600 | unchanged | 0.00 | ||
| BAC | bank america corp | 1.45 | 300,000 | 14,625,000 | unchanged | 0.00 | ||
| IAC | iac inc | 2.39 | 601,100 | 24,062,000 | unchanged | 0.00 | ||
| IBRX | immunitybio inc | 0.52 | 687,571 | 5,273,670 | unchanged | 0.00 | ||
| JPM | jpmorgan chase & co | 0.88 | 30,000 | 8,824,800 | unchanged | 0.00 | ||
| KO | coca cola co | 45.28 | 6,000,000 | 456,300,000 | unchanged | 0.00 | ||
| PFE | pfizer inc | 5.57 | 2,000,000 | 56,160,000 | added | 31.6 | ||
| PLTR | palantir technologies inc | 21.77 | 1,500,000 | 219,420,000 | reduced | -6.25 | ||
| berkshire hathaway inc del | 21.09 | 296 | 212,569,000 | reduced | -6.62 | |||