Q2 2026 13F · SEC CIK 919489
Allen Holding Inc /ny
Investment managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.0B
- Reported positions
- 10
- Top holdings a year, 3 yrs
- +22.9%
- Average holding period
- 10.9 yrs
Allen Holding Inc /ny is an investment manager that reported 10 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Coca Cola Co (KO, 48.1%), Berkshire Hathaway Inc Del (BRK-A, 21.7%), Palantir Technologies Inc (PLTR, 17.3%). A portfolio copying its top holdings returned 22.9% a year over the last 3 years, against 20.4% for the S&P 500.
Allen Holding Inc /ny holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| KOCoca Cola Co | 48.1% | +0.0% | $487.6M |
| BRK-ABerkshire Hathaway Inc Del | 21.7% | -0.7% | $220.2M |
| PLTRPalantir Technologies Inc | 17.3% | +0.0% | $175.0M |
| PFEPfizer Inc | 4.8% | +0.0% | $48.2M |
| PPLIPeople Inc | 2.7% | +0.0% | $27.7M |
| AFRMAffirm Hldgs Inc | 1.9% | +0.0% | $18.8M |
| BACBank of Amer Corp | 1.7% | +0.0% | $17.1M |
| JPMJpmorgan Chase & Co | 1.0% | +0.0% | $9.8M |
| IBRXImmunitybio Inc | 0.6% | +0.0% | $6.0M |
| AURAurora Innovation Cl A | 0.3% | — | $3.4M |
What Allen Holding Inc /ny bought and sold in Q2 2026, against Q1 2026.
New positions
- AUR Aurora Innovation Cl A0.3% of 13F
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +11.1% /yr
- S&P 500 +20.1%
- 3 years
- +22.9% /yr
- S&P 500 +20.4%
- 5 years
- +12.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 10 |
| Q1 2026 | $1.0B | 9 |
| Q4 2025 | $1.0B | 9 |
| Q3 2025 | $1.1B | 9 |
| Q2 2025 | $1.0B | 10 |
| Q1 2025 | $961.1M | 14 |
| Q4 2024 | $911.8M | 14 |
| Q3 2024 | $927.1M | 14 |
| Q2 2024 | $800.3M | 14 |
| Q1 2024 | $794.6M | 14 |
| Q4 2023 | $717.9M | 14 |
| Q3 2023 | $716.0M | 17 |
Questions about Allen Holding Inc /ny's portfolio
What stocks does Allen Holding Inc /ny own?
Allen Holding Inc /ny's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 10 positions worth $1.0B. The largest are Coca Cola Co (KO) at 48.1%, Berkshire Hathaway Inc Del (BRK-A) at 21.7%, Palantir Technologies Inc (PLTR) at 17.3%, Pfizer Inc (PFE) at 4.8% and People Inc (PPLI) at 2.7%.
What did Allen Holding Inc /ny buy last quarter?
In Q2 2026, Allen Holding Inc /ny added a new position in Aurora Innovation Cl A (AUR), compared with its Q1 2026 filing.
What did Allen Holding Inc /ny sell last quarter?
Allen Holding Inc /ny sold out of nothing and cut no large position by more than 5% in Q2 2026.
How has Allen Holding Inc /ny's portfolio performed?
A portfolio copying Allen Holding Inc /ny's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.1% against +20.1%. Over 5 years: +12.1% a year against +11.6%.
When is Allen Holding Inc /ny's next 13F filing due?
13F filings are due 45 days after each quarter ends. Allen Holding Inc /ny's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.