CIK: 0000919489
Total reported value
$1.0B
Reporting period: 2026-03-31 · Number of holdings: 9
ALLEN HOLDING INC /NY disclosed 9 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 15.6%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "A"
Allen Holding INC /ny's disclosed holdings carry a Herfindahl concentration index of 0.301 — mathematically equivalent to about 3 equally-sized positions, well below its 9 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.39), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim PLTR
-6.3% -$65.0M
Add KO
0.0% $36.8M
Add PFE
+31.6% $18.3M
Trim BRK-A
-6.6% -$26.7M
Trim AFRM
0.0% -$6.6M
Add IBRX
0.0% $3.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 45.28% | +5.30% | — | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 21.77% | -5.34% | -6.25% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 21.09% | -1.72% | -6.62% | |
| 4 | PFE | Pfizer INC | Stock-Healthcare | 5.57% | +1.96% | +31.60% | |
| 5 | PPLI | People INC | Stock-Comm Services | 2.39% | +0.15% | — | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 1.45% | -0.12% | — | |
| 7 | AFRM | Affirm Holdings INC | Stock-Financials | 1.05% | -0.58% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.04% | — | |
| 9 | IBRX | Immunitybio INC | Stock-Healthcare | 0.52% | +0.39% | — |
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+8.9%
Based on 78% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 9 | $1.0B | 16 | |
| 2025-12-31 | 9 | $1.0B | 6 | |
| 2025-09-30 | 9 | $1.1B | 22 | |
| 2025-06-30 | 10 | $1.0B | 0 | |
| 2025-03-31 | 14 | $961.1M | 100 | |
| 2024-12-31 | 14 | $911.8M | 0 | |
| 2024-09-30 | 14 | $927.1M | 0 | |
| 2024-06-30 | 14 | $800.3M | 0 | |
| 2024-03-31 | 14 | $794.6M | 0 | |
| 2023-12-31 | 14 | $717.9M | 0 | |
| 2023-09-30 | 17 | $716.0M | 0 | |
| 2023-06-30 | 17 | $743.7M | 0 | |
| 2023-03-31 | 15 | $702.4M | 0 | |
| 2022-12-31 | 15 | $704.6M | 0 | |
| 2022-09-30 | 16 | $636.0M | 0 | |
| 2022-06-30 | 15 | $697.5M | 0 | |
| 2022-03-31 | 17 | $771.0M | 0 | |
| 2021-12-31 | 17 | $744.8M | 0 | |
| 2021-09-30 | 17 | $675.6M | 0 | |
| 2021-06-30 | 14 | $656.2M | 100 | |
| 2021-03-31 | 11 | $615.7M | 10 | |
| 2020-12-31 | 10 | $585.2M | 14 | |
| 2020-09-30 | 10 | $542.3M | 57 | |
| 2020-06-30 | 8 | $552.9M | 10 | |
| 2020-03-31 | 8 | $516.4M | 28 | |
| 2019-12-31 | 9 | $681.5M | 6 | |
| 2019-09-30 | 9 | $657.3M | 7 | |
| 2019-06-30 | 12 | $656.7M | 9 | |
| 2019-03-31 | 11 | $602.8M | 5 | |
| 2018-12-31 | 10 | $586.7M | 12 | |
| 2018-09-30 | 12 | $633.8M | 15 | |
| 2018-06-30 | 11 | $550.6M | 4 | |
| 2018-03-31 | 11 | $554.0M | 9 | |
| 2017-12-31 | 11 | $538.0M | 5 | |
| 2017-09-30 | 10 | $540.8M | 5 | |
| 2017-06-30 | 10 | $517.3M | 10 | |
| 2017-03-31 | 9 | $473.1M | 4 | |
| 2016-12-31 | 8 | $455.9M | 6 | |
| 2016-09-30 | 8 | $453.3M | 6 | |
| 2016-06-30 | 8 | $464.2M | 4 | |
| 2016-03-31 | 8 | $461.8M | 10 | |
| 2015-12-31 | 9 | $452.1M | 7 | |
| 2015-09-30 | 10 | $434.2M | 9 | |
| 2015-06-30 | 12 | $466.0M | 7 | |
| 2015-03-31 | 12 | $465.0M | 6 | |
| 2014-12-31 | 12 | $470.6M | 5 | |
| 2014-09-30 | 14 | $472.2M | 5 | |
| 2014-06-30 | 14 | $472.3M | 11 | |
| 2014-03-31 | 16 | $462.3M | 7 | |
| 2013-12-31 | 14 | $461.3M | 10 | |
| 2013-09-30 | 16 | $425.1M | 9 | |
| 2013-06-30 | 17 | $433.8M | — |
Allen Holding INC /ny's most significant position changes for 2026-03-31: Trim: Palantir Technologies Inc-a (PLTR) — shares -6.25%; Add: Pfizer INC (PFE) — shares +31.60%; Trim: Berkshire Hathaway Inc-cl A (BRK-A) — shares -6.62%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +5.3% | — | Unchanged |
| 2 | PFE | Pfizer INC | +2% | +31.60% | Add |
| 3 | IBRX | Immunitybio INC | +0.4% | — | Unchanged |
| 4 | PPLI | People INC | +0.2% | — | Unchanged |
| 5 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 6 | BAC | Bank Of America CORP | -0.1% | — | Unchanged |
| 7 | AFRM | Affirm Holdings INC | -0.6% | — | Unchanged |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | -1.7% | -6.62% | Trim |
| 9 | PLTR | Palantir Technologies Inc-a | -5.3% | -6.25% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-10 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-07 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-10 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-07 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-07 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-08 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-05 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-11 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-03 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-03 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-07 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-04 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-06 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-05 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-06 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-30 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-07 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-08 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-06 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-08 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-02 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001324279
Total reported value
$1.0B
578 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001389215
Total reported value
$1.0B
843 stks
2021-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001662212
Total reported value
$1.0B
1,039 stks
2026-06-30
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0000944733
Total reported value
$243.4M
44 stks
2026-03-31
2 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl A
CIK 0001281011
Total reported value
$186.8M
124 stks
2018-12-31
Stale — no recent filing
2 of the top 5 holdings overlap, including Coca-cola Co/the
CIK 0001425041
Total reported value
$129.6M
18 stks
2026-03-31
2 of the top 5 holdings overlap, including Berkshire Hathaway Inc-cl A