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CIK: 0000919489
Total reported value
$1.0B
$1.0B
9 檔
95.5%
In Q1 2026, Allen Holding Inc /ny's U.S. equity holdings reached a combined market value of $1.0B, distributed across 9 disclosed stock positions.
In Q1 2026, Allen Holding Inc /ny adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including KO, PLTR, BRK-A) accounted for 95.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 45.28% | +2.82% | — | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 21.77% | -4.51% | -6.25% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 21.09% | +0.63% | -6.62% | |
| 4 | PFE | Pfizer Inc | Stock-Healthcare | 5.57% | -0.82% | +31.60% | |
| 5 | PPLI | People Inc | Stock-Comm Services | 2.39% | +0.35% | — | |
| 6 | BAC | Bank Of America CORP | Stock-Financials | 1.45% | +0.24% | — | |
| 7 | AFRM | Affirm Holdings Inc | Stock-Financials | 1.05% | +0.80% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.09% | — | |
| 9 | IBRX | Immunitybio Inc | Stock-Healthcare | 0.52% | +0.07% | — |
| # | 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 |
According to official SEC Form 13F filings, Allen Holding Inc /ny reported a total U.S. public equity portfolio value of $1.0B across 9 disclosed positions in Q1 2026.
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Top Position Liquidated / Trimmed
PLTR
前期市值: $284.4M
During Q1 2026, Allen Holding Inc /ny's top holdings by market value included KO (45.3%)、PLTR (21.8%)、BRK-A (21.1%). The largest single position, KO, represented 45.3% of total portfolio value.
In Q1 2026, Allen Holding Inc /ny made 3 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 2 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.
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