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%

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. <br><br> 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. <br><br> 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

$1.01Billion

as of May 07, 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

No new stocks were added by ALLEN HOLDING INC /NY

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

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

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

Top 5 Winners (%)		%
IBRX	immunitybio inc	287.4 %
PFE	pfizer inc	11.1 %
KO	coca cola co	8.8 %
IAC	iac inc	2.4 %

Top 5 Winners ($)		$
KO	coca cola co	36.8 M
PFE	pfizer inc	5.6 M
IBRX	immunitybio inc	3.9 M
IAC	iac inc	0.6 M

Top 5 Losers (%)		%
AFRM	affirm hldgs inc	-38.4 %
PLTR	palantir technologies inc	-17.1 %
BAC	bank america corp	-11.4 %
JPM	jpmorgan chase & co	-8.7 %
	berkshire hathaway inc del	-4.7 %

Top 5 Losers ($)		$
PLTR	palantir technologies inc	-48.8 M
	berkshire hathaway inc del	-11.2 M
AFRM	affirm hldgs inc	-6.6 M
BAC	bank america corp	-1.9 M
JPM	jpmorgan chase & co	-0.8 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 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.

$1.01BTotal Value

9.00Positions

07 May, 2026Last Reported

Current holdings of Current Stock Holdings of ALLEN HOLDING INC /NY, last reported on 07 May, 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	1.05%	230,000	$10.54M 1.05%	unchanged 0 percentunchanged

BAC Bank America Corp Bank America CorpBAC ALLEN HOLDING INC /NY's holding in Bank America Corp over time	1.45%	300,000	$14.63M 1.45%	unchanged 0 percentunchanged

IAC Iac Inc Iac IncIAC ALLEN HOLDING INC /NY's holding in Iac Inc over time	2.39%	601,100	$24.06M 2.39%	unchanged 0 percentunchanged

IBRX Immunitybio Inc Immunitybio IncIBRX ALLEN HOLDING INC /NY's holding in Immunitybio Inc over time	0.52%	687,571	$5.27M 0.52%	unchanged 0 percentunchanged

JPM Jpmorgan Chase & Co Jpmorgan Chase & CoJPM ALLEN HOLDING INC /NY's holding in Jpmorgan Chase & Co over time	0.88%	30,000	$8.82M 0.88%	unchanged 0 percentunchanged

KO Coca Cola Co Coca Cola CoKO ALLEN HOLDING INC /NY's holding in Coca Cola Co over time	45.28%	6,000,000	$456.30M 45.28%	unchanged 0 percentunchanged

PFE Pfizer Inc Pfizer IncPFE ALLEN HOLDING INC /NY's holding in Pfizer Inc over time	5.57%	2,000,000	$56.16M 5.57%	increased 31.6 percentadded

PLTR Palantir Technologies Inc Palantir Technologies IncPLTR ALLEN HOLDING INC /NY's holding in Palantir Technologies Inc over time	21.77%	1,500,000	$219.42M 21.77%	decreased 6.25 percentreduced

Cl A Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del ALLEN HOLDING INC /NY's holding in Berkshire Hathaway Inc Del over time	21.09%	296	$212.57M 21.09%	decreased 6.62 percentreduced