Allen Holding Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Allen Holding Inc. reported 10 stock positions worth $1.0 billion. Its top holding was Coca-Cola (KO) at 48.1% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 21.7%) and Palantir Technologies Class A (PLTR, 17.3%). Compared with Q1 2026, it opened 1 new position and reduced 1. The biggest buy was a new position in Aurora Innovation (AUR) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000919489
- Portfolio Value
- $1.0B (Q2 2026)
- SEC Filing
- 0001214659-26-009630 ↗ filed Aug 5, 2026
Holdings Value
Holdings 10 stocks · $1.0B
| KO The Coca-Cola Co. | 48.10% | 6,000,000 | $487.6M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 21.72% | 294 | $220.2M | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 17.26% | 1,500,000 | $175.0M | No change |
| PFE Pfizer Inc. | 4.75% | 2,000,000 | $48.2M | No change |
| PPLI People Inc. | 2.74% | 601,100 | $27.7M | No change |
| AFRM Affirm Holdings Inc. | 1.85% | 230,000 | $18.8M | No change |
| BAC Bank of America Corp. | 1.69% | 300,000 | $17.1M | No change |
| JPM JPMorgan Chase & Co. | 0.97% | 30,000 | $9.8M | No change |
| IBRX Immunitybio Inc. | 0.59% | 687,571 | $6.0M | No change |
| AUR Aurora Innovation Inc. | 0.34% | 500,000 | $3.4M | New |
Portfolio Sells Q1 2026 → Q2 2026
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -0.7% | 21.72% | +0.62 |
Portfolio Buys Q1 2026 → Q2 2026
| AUR Aurora Innovation Inc. | New | 0.34% | +0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $1.0B | KO, BRK.A, PLTR, PFE, PPLI |
| Q1 2026 | 9 | $1.0B | KO, PLTR, BRK.A, PFE, PPLI |
| Q4 2025 | 9 | $1.0B | KO, PLTR, BRK.A, PFE, PPLI |
| Q3 2025 | 9 | $1.1B | KO, PLTR, BRK.A, PFE, PPLI |
| Q2 2025 | 10 | $1.0B | KO, PLTR, BRK.A, PFE, PPLI |
| Q1 2025 | 14 | $961.1M | KO, BRK.A, PLTR, PPLI, PFE |
| Q4 2024 | 14 | $911.8M | KO, BRK.A, PLTR, PFE, PPLI |
| Q3 2024 | 14 | $927.1M | KO, BRK.A, PLTR, BAC, PPLI |
| Q2 2024 | 14 | $800.3M | KO, BRK.A, PLTR, BAC, PPLI |
| Q1 2024 | 14 | $794.6M | KO, BRK.A, PLTR, PPLI, BAC |