13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000919489
Total reported value
$1.0B
$1.0B
14 檔
90.3%
The Q1 2025 SEC filing reveals that Allen Holding Inc /ny held a total portfolio value of $1.0B, covering 14 public equity positions.
In Q1 2025, Allen Holding Inc /ny displayed an active expansion posture, initiating 14 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including KO, BRK-A, PLTR) accounted for 90.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 44.71% | +2.82% | — | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 27.42% | +0.63% | -8.33% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 17.56% | -4.51% | -20.00% | |
| 4 | PPLI | People Inc | Stock-Comm Services | 2.87% | +0.35% | — | |
| 5 | PFE | Pfizer Inc | Stock-Healthcare | 2.69% | -0.82% | — | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 1.30% | +0.24% | — | |
| 7 | AFRM | Affirm Holdings Inc | Stock-Financials | 1.18% | +0.80% | +0.10% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.09% | — | |
| 9 | AGX | Argan Inc | Stock-Industrials | 0.33% | — | — | |
| 10 | ANGI | Angi Inc | Stock-Other | 0.27% | — | — | |
| 11 | TRIP | Tripadvisor Inc | Stock-Other | 0.27% | — | — | |
| 12 | VMEO* | Vimeo Inc | Stock-Other | 0.27% | — | — | |
| 13 | IBRX | Immunitybio Inc | Stock-Healthcare | 0.22% | +0.07% | — | |
| 14 | MTCH | Match Group Inc | Stock-Comm Services | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | — | NEW | New buy |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 3 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 4 | PPLI | People Inc | — | NEW | New buy |
| 5 | PFE | Pfizer Inc | — | NEW | New buy |
| 6 | BAC | Bank Of America CORP | — | NEW | New buy |
| 7 | AFRM | Affirm Holdings Inc | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | AGX | Argan Inc | — | NEW | New buy |
| 10 | ANGI | Angi Inc | — | NEW | New buy |
| 11 | TRIP | Tripadvisor Inc | — | NEW | New buy |
| 12 | VMEO* | Vimeo Inc | — | NEW | New buy |
| 13 | IBRX | Immunitybio Inc | — | NEW | New buy |
| 14 | MTCH | Match Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Allen Holding Inc /ny reported a total U.S. public equity portfolio value of $1.0B across 14 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
KO
市值: $429.7M
During Q1 2025, Allen Holding Inc /ny's top holdings by market value included KO (44.7%)、BRK-A (27.4%)、PLTR (17.6%). The largest single position, KO, represented 44.7% of total portfolio value.
In Q1 2025, Allen Holding Inc /ny made 14 total portfolio adjustments, initiating 14 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.